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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 %
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$4.76M 151,251 -5,201 -3%
JSL
152
JT Stratford LLC
Georgia
$4.74M 150,682 +8,104 +6%
BOS
153
Bank of Stockton
California
$4.74M 150,647 +26,880 +22%
CWS
154
Cypress Wealth Services
California
$4.73M 150,502 -1,611 -1%
FAT
155
First American Trust
California
$4.7M 149,349 +10,294 +7%
BRWA
156
B. Riley Wealth Advisors
Florida
$4.69M 149,286 -9,436 -6%
XF
157
XML Financial
Maryland
$4.68M 148,865 +13,798 +10%
KV
158
Kickstand Ventures
New York
$4.64M 147,736 +1,578 +1%
KC
159
Kades & Cheifetz
Pennsylvania
$4.53M 143,991 -2,943 -2%
GI
160
GAMMA Investing
California
$4.52M 143,825 +5,843 +4%
CFG
161
Cornerstone Financial Group
Nebraska
$4.49M 142,920 +142,920 New
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$4.45M 141,658 -10,607 -7%
CNBT
163
Canandaigua National Bank & Trust
New York
$4.44M 141,360 +864 +0.6%
Kayne Anderson Rudnick Investment Management
164
Kayne Anderson Rudnick Investment Management
California
$4.39M 139,158 +3,826 +3%
SWP
165
Stratos Wealth Partners
Ohio
$4.38M 139,401 -5,726 -4%
PA
166
Procyon Advisors
Connecticut
$4.36M 138,596 -1,449 -1%
GCM
167
Glaxis Capital Management
Florida
$4.28M 136,000 +4,000 +3%
WPC
168
White Pine Capital
Minnesota
$4.18M 132,935 +12,291 +10%
PBK
169
Peoples Bank (Kansas)
Kansas
$4.13M 131,380 -495 -0.4%
CCA
170
Checchi Capital Advisers
California
$4.12M 131,086 +70,923 +118%
COA
171
Crown Oak Advisors
California
$4.09M 130,000 – –
RWA
172
Redmont Wealth Advisors
Illinois
$4.07M 129,554 +3,195 +3%
BCI
173
Brinker Capital Investments
Pennsylvania
$4.05M 128,924 -8,746 -6%
OPS
174
Orion Portfolio Solutions
Nebraska
$4.05M 128,924 -8,746 -6%
KPWS
175
Kestra Private Wealth Services
Texas
$4.02M 127,791 +25,836 +25%
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