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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 %
RA
176
RFG Advisory
Alabama
$4.01M 127,393 -274 -0.2%
DIP
177
DT Investment Partners
Pennsylvania
$4M 127,100 +7,087 +6%
BEI
178
Benjamin Edwards Inc
Missouri
$3.99M 126,830 +5,748 +5%
WCM
179
Winthrop Capital Management
Indiana
$3.98M 126,530 +126,530 New
EH
180
Equitable Holdings
New York
$3.95M 125,748 -10,481 -8%
FAIM
181
Financial Advocates Investment Management
Washington
$3.95M 125,565 +85,599 +214%
Principal Financial Group
182
Principal Financial Group
Iowa
$3.87M 123,000 +123,000 New
Schroder Investment Management Group
183
Schroder Investment Management Group
United Kingdom
$3.87M 123,030 – –
HH
184
Hilltop Holdings
Texas
$3.85M 122,414 +93,621 +325%
PA
185
Perennial Advisors
New York
$3.82M 121,488 +121,488 New
SDAM
186
Shulman DeMeo Asset Management
New York
$3.79M 120,582 -3,877 -3%
FFA
187
Fragasso Financial Advisors
Pennsylvania
$3.79M 120,541 -3,137 -3%
FFS
188
Fortress Financial Solutions
Arizona
$3.78M 120,086 +120,086 New
IWA
189
IBEX Wealth Advisors
New Jersey
$3.76M 119,447 +119,447 New
MFG
190
MidWestOne Financial Group
Iowa
$3.74M 119,005 -13,307 -10%
PA
191
Parallel Advisors
California
$3.72M 118,372 +2,591 +2%
Fiera Capital (Canada)
192
Fiera Capital (Canada)
Quebec, Canada
$3.71M 118,078 -4,657 -4%
RWP
193
RWA Wealth Partners
Massachusetts
$3.71M 117,852 +12,818 +12%
CFMC
194
Curbstone Financial Management Corp
New Hampshire
$3.69M 117,413 -1,550 -1%
CAM
195
Cresset Asset Management
Illinois
$3.65M 116,170 +7,501 +7%
SWM
196
Sagace Wealth Management
Florida
$3.63M 115,325 +115,325 New
BHBT
197
Burke & Herbert Bank & Trust
Virginia
$3.52M 111,887 +1,855 +2%
CSP
198
Cary Street Partners
Virginia
$3.5M 111,193 +111,193 New
KAM
199
Knightsbridge Asset Management
California
$3.49M 111,072 +78,950 +246%
APWA
200
Atlas Private Wealth Advisors
New Jersey
$3.43M 109,094 -3,000 -3%
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