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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 %
Morgan Stanley
1
Morgan Stanley
New York
$897M 28,749,376 +16,620,398 +137%
Bank of America
2
Bank of America
North Carolina
$609M 19,519,742 +637,050 +3%
Wells Fargo
3
Wells Fargo
California
$222M 7,131,287 +529,928 +8%
UBS Group
4
UBS Group
Switzerland
$196M 6,292,349 +941,871 +18%
Cohen & Steers
5
Cohen & Steers
New York
$173M 5,541,190 +5,473,686 +8,109%
LPL Financial
6
LPL Financial
California
$172M 5,524,128 +632,066 +13%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$143M 4,569,538 +120,583 +3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$117M 3,745,407 +30,274 +0.8%
Mariner
9
Mariner
Kansas
$106M 3,390,110 +303,946 +10%
BlackRock
10
BlackRock
New York
$76.3M 2,446,128 -744,732 -23%
US Bancorp
11
US Bancorp
Minnesota
$74.3M 2,380,812 +85,467 +4%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$74.1M 2,374,360 +59,397 +3%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$73.8M 2,365,367 +114,604 +5%
Ameriprise
14
Ameriprise
Minnesota
$68.5M 2,266,540 +236,992 +12%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$61.9M 1,983,493 -34,038 -2%
OPAM
16
Ocean Park Asset Management
California
$58.7M 1,880,431 +1,880,431 New
OWM
17
Orgel Wealth Management
Wisconsin
$57.3M 1,837,915 +1,837,915 New
Truist Financial
18
Truist Financial
North Carolina
$51.7M 1,656,386 +53,231 +3%
Osaic Holdings
19
Osaic Holdings
Arizona
$48.6M 1,557,625 -303,244 -16%
Deutsche Bank
20
Deutsche Bank
Germany
$48.5M 1,554,095 -9,305 -0.6%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$46.8M 1,501,951 +143,949 +11%
FIB
22
First Interstate Bank
Montana
$44.3M 1,420,605 +1,110,626 +358%
EWM
23
Edge Wealth Management
New York
$43.8M 1,403,497 -108,076 -7%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$41.5M 1,329,801 +77,512 +6%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$41.5M 1,329,524 -305,056 -19%
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