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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

1,058 hedge funds and large institutions have $6.26B invested in iShares Preferred and Income Securities ETF in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 379 increasing their positions, 394 reducing their positions, and 67 closing their positions.

Holders
1,058
Holders Change
+49
Holders Change %
+4.86%
% of All Funds
14.09%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.37%
New
132
Increased
379
Reduced
394
Closed
67
Calls
$7.91M
Puts
$33.1M
Net Calls
-$25.2M
Net Calls Change
-$4.25M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$75.8M
2
LPL Financial
2
LPL Financial
California
$266M
3
Wells Fargo
3
Wells Fargo
California
$322M
4
Bank of America
4
Bank of America
North Carolina
$803M
5
Morgan Stanley
5
Morgan Stanley
New York
$517M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$0
2
HF
2
HRT Financial
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$23.8M
4
HWM
4
Horizon Wealth Management
Illinois
$10.7M
5
FWP
5
Falcon Wealth Planning
California
$2.28M
Name Market Value Shares Shares
Change 		Shares
Change %
GCA
126
Greenwood Capital Associates
South Carolina
$5.83M 185,302 -54,700 -23%
DC
127
Davenport & Co
Virginia
$5.68M 180,814 +24,688 +16%
Lido Advisors
128
Lido Advisors
California
$5.66M 180,028 -51,558 -22%
CFP
129
Curran Financial Partners
South Carolina
$5.66M 179,955 +18,272 +11%
DLCIG
130
D.L. Carlson Investment Group
New Hampshire
$5.63M 179,157 -1,963 -1%
BHWA
131
Beacon Harbor Wealth Advisors
Virginia
$5.59M 177,807 +7,957 +5%
EWA
132
Exencial Wealth Advisors
Oklahoma
$5.57M 177,013 -6,694 -4%
QIM
133
Quest Investment Management
Oregon
$5.56M 177,000 -528 -0.3%
AssetMark Inc
134
AssetMark Inc
California
$5.54M 176,312 +176 +0.1%
KTC
135
Kentucky Trust Company
Kentucky
$5.48M 174,207 +174,207 New
CA
136
Crewe Advisors
Utah
$5.47M 173,853 -2,832 -2%
RFWA
137
RPg Family Wealth Advisory
Massachusetts
$5.39M 171,549 -7,699 -4%
MPWT
138
MassMutual Private Wealth & Trust
Connecticut
$5.33M 169,652 +5,230 +3%
AWM
139
Apollon Wealth Management
South Carolina
$5.31M 169,041 +17,902 +12%
FAP
140
Financial Advisory Partners
Florida
$5.31M 168,766 -10,519 -6%
HFRG
141
Houlihan Financial Resource Group
Virginia
$5.28M 168,017 -520 -0.3%
BFC
142
Blue Fin Capital
Rhode Island
$5.22M 166,034 +629 +0.4%
BAM
143
BOS Asset Management
Illinois
$5.21M 165,851 +7,845 +5%
IFPG
144
Intrepid Financial Planning Group
Indiana
$5.2M 165,385 -9,150 -5%
CC
145
Courier Capital
New York
$5.14M 163,636 +62,041 +61%
RIS
146
Richmond Investment Services
Wisconsin
$5.02M 159,719 +159,719 New
WA
147
Waverly Advisors
Alabama
$4.99M 158,763 -2,775 -2%
OC
148
Oppenheimer & Co
New York
$4.98M 158,450 -5,636 -3%
JGIA
149
Jackson Grant Investment Advisers
Connecticut
$4.88M 155,320 +8,762 +6%
ES
150
Eagle Strategies
New York
$4.77M 151,649 +12,333 +9%
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