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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

1,035 hedge funds and large institutions have $6.21B invested in iShares Preferred and Income Securities ETF in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 394 increasing their positions, 392 reducing their positions, and 74 closing their positions.

Holders
1,035
Holders Change
+12
Holders Change %
+1.17%
% of All Funds
15.01%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.52%
New
100
Increased
394
Reduced
392
Closed
74
Calls
$14.5M
Puts
$24M
Net Calls
-$9.46M
Net Calls Change
-$9.47M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$181M
2
Bank of America
2
Bank of America
North Carolina
$725M
3
Goldman Sachs
3
Goldman Sachs
New York
$119M
4
GAA
4
Global Assets Advisory
Florida
$82.3M
5
HF
5
HRT Financial
New York
$51.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$444M
2
Cohen & Steers
2
Cohen & Steers
New York
$81.7M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$52.9M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$0
5
WBG
5
Wharton Business Group
Pennsylvania
$994K
Name Market Value Shares Shares
Change 		Shares
Change %
CASC
151
Coppell Advisory Solutions Corp
Texas
$4.76M 147,581 +147,581 New
CFP
152
Curran Financial Partners
South Carolina
$4.74M 146,973 +3,117 +2%
UCFA
153
United Capital Financial Advisors
Texas
$4.69M 145,394 +92,299 +174%
JGIA
154
Jackson Grant Investment Advisers
Connecticut
$4.68M 145,277 -985 -0.7%
Kayne Anderson Rudnick Investment Management
155
Kayne Anderson Rudnick Investment Management
California
$4.58M 142,443 +8,537 +6%
RWG
156
Ratio Wealth Group
Colorado
$4.52M 140,378 +378 +0.3%
KC
157
Kades & Cheifetz
Pennsylvania
$4.52M 140,126 -2,717 -2%
JSL
158
JT Stratford LLC
Georgia
$4.43M 137,466 +4,350 +3%
MWM
159
Moran Wealth Management
Florida
$4.37M 135,496 -74,453 -35%
FF
160
Friedenthal Financial
New Jersey
$4.36M 135,246 +135,002 +55,329%
BRWA
161
B. Riley Wealth Advisors
Florida
$4.31M 142,893 +15,052 +12%
SWM
162
Spire Wealth Management
Virginia
$4.3M 133,487 +60,415 +83%
Schroder Investment Management Group
163
Schroder Investment Management Group
United Kingdom
$4.27M 132,415 -9,046 -6%
PBK
164
Peoples Bank (Kansas)
Kansas
$4.26M 132,295 -2,130 -2%
ONB
165
Old National Bancorp
Indiana
$4.26M 132,215 -2,818 -2%
Thrivent Financial for Lutherans
166
Thrivent Financial for Lutherans
Minnesota
$4.25M 131,950 +3,795 +3%
PA
167
Parallel Advisors
California
$4.2M 130,273 -4,060 -3%
COA
168
Crown Oak Advisors
California
$4.19M 130,000 – –
CFMC
169
Curbstone Financial Management Corp
New Hampshire
$4.17M 129,350 -150 -0.1%
RA
170
RFG Advisory
Alabama
$4.16M 129,156 +43,403 +51%
IFPG
171
Intrepid Financial Planning Group
Indiana
$4.15M 128,802 +128,802 New
RWA
172
Redmont Wealth Advisors
Illinois
$4.13M 128,152 +26,165 +26%
SDAM
173
Shulman DeMeo Asset Management
New York
$4.05M 125,555 -992 -0.8%
LCM
174
Liberty Capital Management
Michigan
$4.03M 125,148 -41,990 -25%
Balyasny Asset Management
175
Balyasny Asset Management
Illinois
$4.01M 124,553 -65,026 -34%
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