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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 %
MPWT
176
MassMutual Private Wealth & Trust
Connecticut
$3.49M 112,682 +8,567 +8%
ClearBridge Investments
177
ClearBridge Investments
New York
$3.46M 111,782 +5,000 +5%
SC
178
SouthState Corp
Florida
$3.42M 110,464 -8,911 -7%
SFG
179
StrategIQ Financial Group
Indiana
$3.41M 110,166 -1,945 -2%
HWM
180
Howard Wealth Management
Connecticut
$3.35M 108,183 -8,961 -8%
PC
181
Prairiewood Capital
North Dakota
$3.3M 106,735 +18,935 +22%
FIB
182
First Interstate Bank
Montana
$3.3M 106,631 +45,743 +75%
WF
183
Wayfinding Financial
Washington
$3.3M 106,227 -5,907 -5%
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$3.29M 106,363 -22,464 -17%
SWA
185
Sax Wealth Advisors
New Jersey
$3.21M 103,637 -12,250 -11%
BRWA
186
B. Riley Wealth Advisors
Florida
$3.19M 103,208 -2,946 -3%
SFG
187
Summit Financial Group
West Virginia
$3.18M 102,847 -6,485 -6%
CST
188
Charles Schwab Trust
Nevada
$3.16M 103,640 +69,180 +201%
BBL
189
Beck Bode LLC
Massachusetts
$3.14M 101,429 -7,714 -7%
OPS
190
Orion Portfolio Solutions
Nebraska
$3.11M 100,621 -9,196 -8%
BCI
191
Brinker Capital Investments
Pennsylvania
$3.11M 100,621 -9,196 -8%
OC
192
Oppenheimer & Co
New York
$3.11M 100,525 -7,803 -7%
FTS
193
Fifth Third Securities
Ohio
$3.1M 100,095 -2,761 -3%
Lido Advisors
194
Lido Advisors
California
$3.06M 98,838 +62,918 +175%
FLPIM
195
F.L. Putnam Investment Management
Massachusetts
$3.04M 98,284 +83,094 +547%
DI
196
Disciplined Investments
Oklahoma
$3.03M 97,981 -11,210 -10%
Capstone Investment Advisors
197
Capstone Investment Advisors
New York
$2.94M 95,000 +95,000 New
APWA
198
Atlas Private Wealth Advisors
New Jersey
$2.94M 94,992 +49,566 +109%
OIA
199
OneDigital Investment Advisors
Kansas
$2.88M 93,174 -9,898 -10%
NSB
200
Norway Savings Bank
Maine
$2.86M 92,389 -1,805 -2%
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