PFF icon

iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

997 hedge funds and large institutions have $5.63B invested in iShares Preferred and Income Securities ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 376 increasing their positions, 394 reducing their positions, and 93 closing their positions.

Holders
997
Holders Change
-38
Holders Change %
-3.67%
% of All Funds
14.5%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.44%
New
74
Increased
376
Reduced
394
Closed
93
Calls
$11.7M
Puts
$40.6M
Net Calls
-$28.9M
Net Calls Change
-$19.4M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$49.1M
2
Bank of America
2
Bank of America
North Carolina
$753M
3
RIM
3
Redwood Investment Management
Arizona
$29.3M
4
HWM
4
Horizon Wealth Management
Illinois
$28.1M
5
NYLIM
5
New York Life Investment Management
New York
$21.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$30.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$22.2M
3
GAA
3
Global Assets Advisory
Florida
$2.67M
4
HF
4
HRT Financial
New York
$0
5
Cohen & Steers
5
Cohen & Steers
New York
$31.5M
Name Market Value Shares Shares
Change 		Shares
Change %
OPS
151
Orion Portfolio Solutions
Nebraska
$4.6M 145,687 -19,992 -12%
OCM
152
One Capital Management
California
$4.54M 143,936 +131,945 +1,100%
KV
153
Kickstand Ventures
New York
$4.51M 142,847 -11,467 -7%
BRWA
154
B. Riley Wealth Advisors
Florida
$4.45M 141,007 -1,886 -1%
KC
155
Kades & Cheifetz
Pennsylvania
$4.44M 140,776 +650 +0.5%
SWP
156
Stratos Wealth Partners
Ohio
$4.44M 140,613 +17,745 +14%
MPWT
157
MassMutual Private Wealth & Trust
Connecticut
$4.42M 140,191 +17,795 +15%
JSL
158
JT Stratford LLC
Georgia
$4.38M 138,984 +1,518 +1%
PA
159
Procyon Advisors
Connecticut
$4.38M 138,688 -21,016 -13%
Kayne Anderson Rudnick Investment Management
160
Kayne Anderson Rudnick Investment Management
California
$4.36M 138,582 -3,861 -3%
AWM
161
Apollon Wealth Management
South Carolina
$4.31M 136,766 -11,140 -8%
Schroder Investment Management Group
162
Schroder Investment Management Group
United Kingdom
$4.29M 135,963 +3,548 +3%
MWM
163
Moran Wealth Management
Florida
$4.27M 135,419 -77 -0.1%
CF
164
Centaurus Financial
California
$4.25M 134,652 +35,078 +35%
DC
165
Davenport & Co
Virginia
$4.18M 132,641 +11,782 +10%
PBK
166
Peoples Bank (Kansas)
Kansas
$4.17M 132,355 +60 +0%
CFMC
167
Curbstone Financial Management Corp
New Hampshire
$4.15M 131,563 +2,213 +2%
FFA
168
Fragasso Financial Advisors
Pennsylvania
$4.13M 130,957 -35,202 -21%
ES
169
Eagle Strategies
New York
$4.11M 130,327 +45,563 +54%
FAT
170
First American Trust
California
$4.11M 130,205 +9,038 +7%
COA
171
Crown Oak Advisors
California
$4.1M 130,000 – –
RA
172
RFG Advisory
Alabama
$4.01M 127,074 -2,082 -2%
RWA
173
Redmont Wealth Advisors
Illinois
$4M 126,745 -1,407 -1%
SDAM
174
Shulman DeMeo Asset Management
New York
$3.94M 124,735 -820 -0.7%
Fiera Capital (Canada)
175
Fiera Capital (Canada)
Quebec, Canada
$3.92M 124,283 -135 -0.1%
5 6
7
8 9