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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

1,035 hedge funds and large institutions have $6.21B invested in iShares Preferred and Income Securities ETF in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 394 increasing their positions, 392 reducing their positions, and 74 closing their positions.

Holders
1,035
Holders Change
+12
Holders Change %
+1.17%
% of All Funds
15.01%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.52%
New
100
Increased
394
Reduced
392
Closed
74
Calls
$14.5M
Puts
$24M
Net Calls
-$9.46M
Net Calls Change
-$9.47M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$181M
2
Bank of America
2
Bank of America
North Carolina
$725M
3
Goldman Sachs
3
Goldman Sachs
New York
$119M
4
GAA
4
Global Assets Advisory
Florida
$82.3M
5
HF
5
HRT Financial
New York
$51.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$444M
2
Cohen & Steers
2
Cohen & Steers
New York
$81.7M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$52.9M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$0
5
WBG
5
Wharton Business Group
Pennsylvania
$994K
Name Market Value Shares Shares
Change 		Shares
Change %
SC
201
Sykon Capital
New York
$3.21M 99,488 +60,950 +158%
WDA
202
Wendell David Associates
New Hampshire
$3.19M 99,062 -32,100 -24%
ALC
203
Alexander Labrunerie & Co
Missouri
$3.17M 98,322 +98,322 New
MA
204
Mutual Advisors
Nebraska
$3.14M 97,532 -4,219 -4%
PMAM
205
Penn Mutual Asset Management
Pennsylvania
$3.14M 97,300 – –
AI
206
Atria Investments
North Carolina
$3.13M 96,961 +5,199 +6%
CAM
207
Congress Asset Management
Massachusetts
$3.09M 95,738 -2,625 -3%
PCM
208
Palouse Capital Management
Washington
$3.03M 94,131 -6,214 -6%
CST
209
Charles Schwab Trust
Nevada
$3.02M 93,676 +30,546 +48%
KFP
210
KMG Fiduciary Partners
Ohio
$2.98M 92,484 +4,635 +5%
HWM
211
Howard Wealth Management
Connecticut
$2.94M 91,239 +3,838 +4%
SC
212
SouthState Corp
Florida
$2.93M 90,929 -12,393 -12%
RBFC
213
Roman Butler Fullerton & Co
Missouri
$2.93M 94,241 -11,245 -11%
HSBC Holdings
214
HSBC Holdings
United Kingdom
$2.91M 90,227 +14,595 +19%
SAG
215
SageView Advisory Group
California
$2.89M 15,423 -24,117 -61%
RWP
216
RWA Wealth Partners
Massachusetts
$2.89M 89,516 +9,216 +11%
BIP
217
Bouvel Investment Partners
Pennsylvania
$2.85M 88,333 -3,261 -4%
DBIA
218
Dumont & Blake Investment Advisors
New Jersey
$2.78M 86,303 -162 -0.2%
SVWAG
219
Sound View Wealth Advisors Group
Georgia
$2.78M 86,235 -2,721 -3%
TWP
220
Tempus Wealth Planning
California
$2.78M 86,135 -671 -0.8%
GWAM
221
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.76M 85,716 +1,294 +2%
ES
222
Eagle Strategies
New York
$2.73M 84,764 +56,405 +199%
NSB
223
Norway Savings Bank
Maine
$2.73M 84,672 -1,871 -2%
DI
224
Disciplined Investments
Oklahoma
$2.71M 84,205 +152 +0.2%
SCM
225
SOL Capital Management
Maryland
$2.71M 84,180 +6,625 +9%
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