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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

946 hedge funds and large institutions have $4.85B invested in iShares Preferred and Income Securities ETF in 2023 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 318 increasing their positions, 383 reducing their positions, and 98 closing their positions.

Holders
946
Holders Change
-28
Holders Change %
-2.87%
% of All Funds
15.15%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.54%
New
97
Increased
318
Reduced
383
Closed
98
Calls
$11.7M
Puts
$46.8M
Net Calls
-$35.1M
Net Calls Change
+$22.7M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$104M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$49.1M
3
TPWA
3
TRUE Private Wealth Advisors
Oregon
$30.5M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$26.6M
5
TCA
5
Taconic Capital Advisors
New York
$15.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$675K
2
AB
2
Aozora Bank
Japan
$139M
3
Cohen & Steers
3
Cohen & Steers
New York
$4.42M
4
Bank of America
4
Bank of America
North Carolina
$500M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$160M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$500M 16,010,365 -1,044,925 -6%
Morgan Stanley
2
Morgan Stanley
New York
$385M 12,341,696 +134,341 +1%
Wells Fargo
3
Wells Fargo
California
$216M 6,919,997 +324,187 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$160M 5,128,657 -983,262 -16%
UBS Group
5
UBS Group
Switzerland
$157M 5,015,757 +348,630 +7%
LPL Financial
6
LPL Financial
California
$153M 4,905,645 -166,281 -3%
AB
7
Aozora Bank
Japan
$139M 4,460,000 -2,000,000 -31%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$111M 3,552,761 -163,346 -4%
Goldman Sachs
9
Goldman Sachs
New York
$104M 3,338,067 +1,666,477 +100%
BlackRock
10
BlackRock
New York
$98M 3,138,017 -68,737 -2%
Mariner
11
Mariner
Kansas
$86.3M 2,765,313 +108,503 +4%
US Bancorp
12
US Bancorp
Minnesota
$79M 2,528,881 -35,487 -1%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$68.8M 2,203,169 +12,801 +0.6%
Fifth Third Bancorp
14
Fifth Third Bancorp
Ohio
$64.2M 2,056,022 -309,206 -13%
SW
15
SVB Wealth
Massachusetts
$60.5M 1,936,950 -201,402 -9%
Osaic Holdings
16
Osaic Holdings
Arizona
$59.1M 1,892,591 -84,626 -4%
Ameriprise
17
Ameriprise
Minnesota
$58M 1,859,940 +320,206 +21%
Truist Financial
18
Truist Financial
North Carolina
$54.8M 1,754,391 -29,078 -2%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$49.1M 1,573,393 +1,107,522 +238%
EWM
20
Edge Wealth Management
New York
$48.7M 1,561,843 +29,789 +2%
Deutsche Bank
21
Deutsche Bank
Germany
$47.5M 1,521,050 +19,475 +1%
KeyBank National Association
22
KeyBank National Association
Ohio
$40.6M 1,299,649 -44,027 -3%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$35.7M 1,143,703 +227,900 +25%
FMLI
24
Fukoku Mutual Life Insurance
Japan
$35.4M 1,135,000 – –
SAM
25
SP Asset Management
California
$35M 1,120,186 -130,143 -10%
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