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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

956 hedge funds and large institutions have $4.99B invested in iShares Preferred and Income Securities ETF in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 317 increasing their positions, 403 reducing their positions, and 74 closing their positions.

Holders
956
Holders Change
+10
Holders Change %
+1.06%
% of All Funds
15.08%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.55%
New
93
Increased
317
Reduced
403
Closed
74
Calls
$14.6M
Puts
$14.9M
Net Calls
-$322K
Net Calls Change
+$34.8M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$540M
2
OPAM
2
Ocean Park Asset Management
California
$33.6M
3
DWM
3
Dakota Wealth Management
Florida
$32.1M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$47.5M
5
Citigroup
5
Citigroup
New York
$26.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$61.6M
2
FMLI
2
Fukoku Mutual Life Insurance
Japan
$17.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$144M
4
QWM
4
Quaker Wealth Management
New Jersey
$0
5
Wells Fargo
5
Wells Fargo
California
$203M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
151
Crabel Capital Management
California
$4.58M 148,061 +114,714 +344%
WDA
152
Wendell David Associates
New Hampshire
$4.49M 145,118 -1,650 -1%
PAS
153
Park Avenue Securities
New York
$4.37M 141,357 -24,520 -15%
TA
154
TrueWealth Advisors
Alabama
$4.33M 139,931 +131,171 +1,497%
DADC
155
D.A. Davidson & Co
Montana
$4.24M 137,074 +13,734 +11%
BHWA
156
Beacon Harbor Wealth Advisors
Virginia
$4.24M 136,909 +36,261 +36%
ONB
157
Old National Bancorp
Indiana
$4.15M 134,236 +10,011 +8%
CFMC
158
Curbstone Financial Management Corp
New Hampshire
$4.13M 133,600 -4,180 -3%
WWM
159
Windsor Wealth Management
Indiana
$4.12M 133,245 +20,602 +18%
WW
160
Westshore Wealth
California
$4.02M 129,825 -15,920 -11%
CAM
161
Congress Asset Management
Massachusetts
$3.99M 129,125 -14,651 -10%
CFP
162
Curran Financial Partners
South Carolina
$3.99M 128,891 +9,887 +8%
SDAM
163
Shulman DeMeo Asset Management
New York
$3.93M 127,104 -1,021 -0.8%
KFGK
164
Keystone Financial Group (Kentucky)
Kentucky
$3.88M 125,439 +125,439 New
CAAM
165
Cornerstone Advisors Asset Management
Pennsylvania
$3.85M 124,461 +21,110 +20%
CG
166
Cynosure Group
Utah
$3.79M 122,411 +122,411 New
ASFA
167
All Season Financial Advisors
Colorado
$3.77M 122,010 +122,010 New
DAS
168
Dynamic Advisor Solutions
Arizona
$3.75M 121,169 -4,858 -4%
JGIA
169
Jackson Grant Investment Advisers
Connecticut
$3.72M 120,293 +2,709 +2%
PA
170
Perennial Advisors
New York
$3.67M 118,742 +13,737 +13%
MA
171
Mutual Advisors
Nebraska
$3.64M 117,815 +8,130 +7%
PFS
172
Prospera Financial Services
Texas
$3.6M 116,502 +755 +0.7%
SIAP
173
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.6M 116,345 -2,612 -2%
MA
174
Modus Advisors
Minnesota
$3.57M 115,323 +6,771 +6%
GG
175
Golden Green
South Carolina
$3.5M 113,210 -962 -0.8%
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7
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