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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 %
Bank of America
1
Bank of America
North Carolina
$540M 17,463,703 +1,453,338 +9%
Morgan Stanley
2
Morgan Stanley
New York
$390M 12,596,194 +254,498 +2%
Wells Fargo
3
Wells Fargo
California
$203M 6,559,911 -360,086 -5%
UBS Group
4
UBS Group
Switzerland
$161M 5,190,359 +174,602 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$144M 4,659,365 -469,292 -9%
LPL Financial
6
LPL Financial
California
$143M 4,634,068 -271,577 -6%
AB
7
Aozora Bank
Japan
$138M 4,460,000 – –
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$113M 3,656,400 +103,639 +3%
BlackRock
9
BlackRock
New York
$95.3M 3,082,375 -55,642 -2%
Mariner
10
Mariner
Kansas
$92.2M 2,981,882 +216,569 +8%
US Bancorp
11
US Bancorp
Minnesota
$74.1M 2,396,738 -132,143 -5%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$69.2M 2,236,924 +33,755 +2%
Goldman Sachs
13
Goldman Sachs
New York
$61.6M 1,992,052 -1,346,015 -40%
Ameriprise
14
Ameriprise
Minnesota
$60.3M 1,948,135 +88,195 +5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$55.3M 1,787,916 -52,711 -3%
Fifth Third Bancorp
16
Fifth Third Bancorp
Ohio
$55.1M 1,780,941 -275,081 -13%
Truist Financial
17
Truist Financial
North Carolina
$53.3M 1,723,946 -30,445 -2%
SW
18
SVB Wealth
Massachusetts
$51.8M 1,673,745 -263,205 -14%
Osaic Holdings
19
Osaic Holdings
Arizona
$51.2M 1,654,489 -238,102 -13%
Deutsche Bank
20
Deutsche Bank
Germany
$48.2M 1,557,798 +36,748 +2%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$47.5M 1,536,462 +599,088 +64%
EWM
22
Edge Wealth Management
New York
$47.5M 1,535,073 -26,770 -2%
KeyBank National Association
23
KeyBank National Association
Ohio
$39.4M 1,273,338 -26,311 -2%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$37.7M 1,220,108 -353,285 -22%
TPWA
25
TRUE Private Wealth Advisors
Oregon
$35.4M 1,144,043 +165,846 +17%
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