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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

1,058 hedge funds and large institutions have $6.26B invested in iShares Preferred and Income Securities ETF in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 379 increasing their positions, 394 reducing their positions, and 67 closing their positions.

Holders
1,058
Holders Change
+49
Holders Change %
+4.86%
% of All Funds
14.09%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.37%
New
132
Increased
379
Reduced
394
Closed
67
Calls
$7.91M
Puts
$33.1M
Net Calls
-$25.2M
Net Calls Change
-$4.25M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$75.8M
2
LPL Financial
2
LPL Financial
California
$266M
3
Wells Fargo
3
Wells Fargo
California
$322M
4
Bank of America
4
Bank of America
North Carolina
$803M
5
Morgan Stanley
5
Morgan Stanley
New York
$517M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$0
2
HF
2
HRT Financial
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$23.8M
4
HWM
4
Horizon Wealth Management
Illinois
$10.7M
5
FWP
5
Falcon Wealth Planning
California
$2.28M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$803M 25,528,125 +1,122,354 +5%
Morgan Stanley
2
Morgan Stanley
New York
$517M 16,441,162 +1,048,048 +7%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$352M 11,205 -213 -2%
Wells Fargo
4
Wells Fargo
California
$322M 10,254,183 +1,213,218 +13%
LPL Financial
5
LPL Financial
California
$266M 8,451,693 +1,278,144 +18%
UBS Group
6
UBS Group
Switzerland
$185M 5,892,826 +8,381 +0.1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$153M 4,856,855 +82,455 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$151M 4,788,572 -38,341 -0.8%
Mariner
9
Mariner
Kansas
$114M 3,627,357 +85,318 +2%
BlackRock
10
BlackRock
New York
$83.3M 2,649,520 -437,090 -14%
Raymond James Financial
11
Raymond James Financial
Florida
$75.8M 2,409,945 +2,409,945 New
Ameriprise
12
Ameriprise
Minnesota
$72.4M 2,260,731 -154,937 -6%
US Bancorp
13
US Bancorp
Minnesota
$70.5M 2,241,337 -30,259 -1%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$65.1M 2,071,639 +617,709 +42%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$63.5M 2,018,545 -28,871 -1%
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$56.5M 1,795,892 +126,908 +8%
Truist Financial
17
Truist Financial
North Carolina
$55.3M 1,759,697 +22,958 +1%
Charles Schwab
18
Charles Schwab
California
$53.7M 1,708,810 +69,108 +4%
FIB
19
First Interstate Bank
Montana
$52.6M 1,674,207 +22,997 +1%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$49.4M 1,570,761 +334,544 +27%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$48.9M 1,555,758 +90,356 +6%
Deutsche Bank
22
Deutsche Bank
Germany
$48.9M 1,555,375 -150 -0%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$46.2M 1,468,424 -73,970 -5%
HCM
24
Hilton Capital Management
New York
$43.2M 1,372,795 -71,948 -5%
EWM
25
Edge Wealth Management
New York
$41M 1,305,247 -24,739 -2%
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