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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

997 hedge funds and large institutions have $5.63B invested in iShares Preferred and Income Securities ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 376 increasing their positions, 394 reducing their positions, and 93 closing their positions.

Holders
997
Holders Change
-38
Holders Change %
-3.67%
% of All Funds
14.5%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.44%
New
74
Increased
376
Reduced
394
Closed
93
Calls
$11.7M
Puts
$40.6M
Net Calls
-$28.9M
Net Calls Change
-$19.4M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$49.1M
2
Bank of America
2
Bank of America
North Carolina
$753M
3
RIM
3
Redwood Investment Management
Arizona
$29.3M
4
HWM
4
Horizon Wealth Management
Illinois
$28.1M
5
NYLIM
5
New York Life Investment Management
New York
$21.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$30.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$22.2M
3
GAA
3
Global Assets Advisory
Florida
$2.67M
4
HF
4
HRT Financial
New York
$0
5
Cohen & Steers
5
Cohen & Steers
New York
$31.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$753M 23,871,884 +1,389,616 +6%
Morgan Stanley
2
Morgan Stanley
New York
$435M 13,798,393 +30,119 +0.2%
Wells Fargo
3
Wells Fargo
California
$263M 8,325,925 +532,451 +7%
LPL Financial
4
LPL Financial
California
$206M 6,521,938 -181,043 -3%
UBS Group
5
UBS Group
Switzerland
$200M 6,354,573 +21,373 +0.3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$147M 4,672,115 +88,010 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$143M 4,522,311 -299,853 -6%
Mariner
8
Mariner
Kansas
$108M 3,407,574 -206,403 -6%
BlackRock
9
BlackRock
New York
$97.7M 3,097,448 -112,016 -3%
Ameriprise
10
Ameriprise
Minnesota
$76.8M 2,434,728 -139,505 -5%
US Bancorp
11
US Bancorp
Minnesota
$71.5M 2,266,977 -193,982 -8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$64.1M 2,031,373 +10,511 +0.5%
OWM
13
Orgel Wealth Management
Wisconsin
$55.7M 1,766,779 -54,957 -3%
FIB
14
First Interstate Bank
Montana
$51.8M 1,641,062 +28,994 +2%
Truist Financial
15
Truist Financial
North Carolina
$51.4M 1,630,129 -70,311 -4%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$50M 1,585,883 -55,491 -3%
Charles Schwab
17
Charles Schwab
California
$49.1M 1,555,917 +1,555,917 New
Deutsche Bank
18
Deutsche Bank
Germany
$49.1M 1,555,525 -1,670 -0.1%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$48.3M 1,529,686 +89,057 +6%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$45.6M 1,444,553 -1,150,643 -44%
Osaic Holdings
21
Osaic Holdings
Arizona
$44.8M 1,419,513 -37,913 -3%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$42.9M 1,360,632 -31,334 -2%
EWM
23
Edge Wealth Management
New York
$42.9M 1,358,252 -30,851 -2%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$42.5M 1,346,037 +89,261 +7%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$38.7M 1,225,434 +958 +0.1%
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