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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 %
GWM
201
GSB Wealth Management
Connecticut
$2.85M 92,186 -547 -0.6%
Kayne Anderson Rudnick Investment Management
202
Kayne Anderson Rudnick Investment Management
California
$2.85M 91,926 +73,028 +386%
RBFC
203
Roman Butler Fullerton & Co
Missouri
$2.84M 91,744 +12,404 +16%
HSBC Holdings
204
HSBC Holdings
United Kingdom
$2.82M 91,333 -2,050 -2%
MCM
205
McRae Capital Management
New Jersey
$2.82M 91,311 -1,200 -1%
BIP
206
Bouvel Investment Partners
Pennsylvania
$2.82M 91,237 -93 -0.1%
WT
207
Whittier Trust
California
$2.8M 90,366 -566 -0.6%
BFC
208
Blue Fin Capital
Rhode Island
$2.78M 89,890 -63,347 -41%
DJSG
209
D.J. St. Germain
Massachusetts
$2.78M 89,886 +89,886 New
GWAM
210
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.78M 89,781 -8,661 -9%
PCM
211
Palouse Capital Management
Washington
$2.76M 89,342 -3,221 -3%
DBIA
212
Dumont & Blake Investment Advisors
New Jersey
$2.73M 88,159 -873 -1%
BOS
213
Bank of Stockton
California
$2.71M 87,590 +10,607 +14%
SFS
214
Sowell Financial Services
Arkansas
$2.71M 87,599 +43,933 +101%
MFG
215
MidWestOne Financial Group
Iowa
$2.67M 86,474 +12,398 +17%
FCM
216
Fortis Capital Management
Washington
$2.66M 86,072 -89,428 -51%
SVWAG
217
Sound View Wealth Advisors Group
Georgia
$2.66M 85,973 -6,165 -7%
KOMWMG
218
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.63M 84,949 +3,174 +4%
Bank of New York Mellon
219
Bank of New York Mellon
New York
$2.6M 84,197 -4,871 -5%
KFP
220
KMG Fiduciary Partners
Ohio
$2.59M 83,730 +13,232 +19%
SFI
221
SPC Financial Inc
Maryland
$2.58M 83,503 +2,938 +4%
SSW
222
Smith Shellnut Wilson
Mississippi
$2.54M 82,106 -3,473 -4%
MMRF
223
Michelson Medical Research Foundation
California
$2.54M 81,970 – –
SWM
224
Spire Wealth Management
Virginia
$2.51M 81,215 -7,253 -8%
WS
225
Wedbush Securities
California
$2.5M 80,972 +6,369 +9%
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