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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

1,023 hedge funds and large institutions have $5.91B invested in iShares Preferred and Income Securities ETF in 2023 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 320 increasing their positions, 431 reducing their positions, and 79 closing their positions.

Holders
1,023
Holders Change
+70
Holders Change %
+7.35%
% of All Funds
15%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.47%
New
164
Increased
320
Reduced
431
Closed
79
Calls
$16.6M
Puts
$16.6M
Net Calls
+$13K
Net Calls Change
-$5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$897M
2
Cohen & Steers
2
Cohen & Steers
New York
$173M
3
OPAM
3
Ocean Park Asset Management
California
$58.7M
4
OWM
4
Orgel Wealth Management
Wisconsin
$57.3M
5
FIB
5
First Interstate Bank
Montana
$44.3M

Top Sellers

1
AB
1
Aozora Bank
Japan
$0
2
HF
2
HRT Financial
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$32.6M
4
BlackRock
4
BlackRock
New York
$76.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$34.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
201
Congress Asset Management
Massachusetts
$3.07M 98,363 -18,441 -16%
PMAM
202
Penn Mutual Asset Management
Pennsylvania
$3.03M 97,300 +23,000 +31%
APWA
203
Atlas Private Wealth Advisors
New Jersey
$2.95M 94,602 +446 +0.5%
BBL
204
Beck Bode LLC
Massachusetts
$2.94M 94,322 -4,135 -4%
CAM
205
Cresset Asset Management
Illinois
$2.93M 93,849 -43,941 -32%
AI
206
Atria Investments
North Carolina
$2.86M 91,762 -64,878 -41%
BIP
207
Bouvel Investment Partners
Pennsylvania
$2.86M 91,594 +1,097 +1%
CCM
208
Crabel Capital Management
California
$2.86M 91,541 +53,643 +142%
WPC
209
White Pine Capital
Minnesota
$2.8M 89,932 +18,876 +27%
ClearBridge Investments
210
ClearBridge Investments
New York
$2.8M 89,782 -21,400 -19%
FLPIM
211
F.L. Putnam Investment Management
Massachusetts
$2.8M 89,705 -27,480 -23%
AWM
212
AE Wealth Management
Kansas
$2.78M 86,969 -122,502 -58%
SVWAG
213
Sound View Wealth Advisors Group
Georgia
$2.77M 88,956 +1,243 +1%
KFP
214
KMG Fiduciary Partners
Ohio
$2.74M 87,849 +802 +0.9%
PS
215
Principal Securities
Iowa
$2.74M 87,744 +87,744 New
HWM
216
Howard Wealth Management
Connecticut
$2.73M 87,401 -15,765 -15%
TWP
217
Tempus Wealth Planning
California
$2.71M 86,806 +79,871 +1,152%
NSB
218
Norway Savings Bank
Maine
$2.7M 86,543 -4,587 -5%
DBIA
219
Dumont & Blake Investment Advisors
New Jersey
$2.7M 86,465 -1,643 -2%
RA
220
RFG Advisory
Alabama
$2.67M 85,753 -79,546 -48%
SIA
221
SeaBridge Investment Advisors
New Jersey
$2.65M 84,890 +84,890 New
GWAM
222
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.63M 84,422 -3,845 -4%
DI
223
Disciplined Investments
Oklahoma
$2.62M 84,053 -9,687 -10%
FTS
224
Fifth Third Securities
Ohio
$2.61M 83,553 -15,975 -16%
GC
225
Guggenheim Capital
Illinois
$2.6M 83,296 +11,845 +17%
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