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iShares Preferred and Income Securities ETF

1,009 hedge funds and large institutions have $6.02B invested in iShares Preferred and Income Securities ETF in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 413 increasing their positions, 361 reducing their positions, and 53 closing their positions.

Holders
1,009
Holders Change
+12
Holders Change %
+1.2%
% of All Funds
14.6%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.45%
New
78
Increased
413
Reduced
361
Closed
53
Calls
$5.43M
Puts
$26.4M
Net Calls
-$21M
Net Calls Change
+$7.91M
Name Market Value Shares Shares
Change
Shares
Change %
TCA
226
Transcend Capital Advisors
New Jersey
$2.84M 85,416 +11,753 +16%
AWA
227
Aletheian Wealth Advisors
Washington
$2.81M 84,712 +2,111 +3%
HWM
228
Hohimer Wealth Management
Washington
$2.79M 84,062 +625 +0.7%
CST
229
Charles Schwab Trust
Nevada
$2.77M 83,237 -8,304 -9%
OIA
230
OneDigital Investment Advisors
Kansas
$2.76M 83,105 -382 -0.5%
CWMS
231
Cannon Wealth Management Services
North Carolina
$2.76M 83,058 +83,058 New
MOS
232
MGO One Seven
Ohio
$2.75M 82,845 +472 +0.6%
MLM
233
Mount Lucas Management
Pennsylvania
$2.75M 82,800 +3,742 +5%
SSW
234
Smith Shellnut Wilson
Mississippi
$2.75M 82,662 +118 +0.1%
AWM
235
Aprio Wealth Management
Georgia
$2.74M 82,532 +531 +0.6%
CAM
236
Congress Asset Management
Massachusetts
$2.68M 80,643 -8,588 -10%
MPCG
237
Matrix Private Capital Group
New York
$2.65M 79,743 +8,742 +12%
IPW
238
Invictus Private Wealth
Colorado
$2.65M 79,727 +937 +1%
ClearBridge Investments
239
ClearBridge Investments
New York
$2.65M 79,716
DSC
240
Duncker Streett & Co
Missouri
$2.64M 79,597 +2,905 +4%
DI
241
Disciplined Investments
Oklahoma
$2.64M 79,512 -3,639 -4%
HSBC Holdings
242
HSBC Holdings
United Kingdom
$2.64M 79,451 -95,625 -55%
GWM
243
Geneos Wealth Management
Colorado
$2.63M 79,132 -24,946 -24%
AHIA
244
Andrew Hill Investment Advisors
Florida
$2.63M 79,007 +33,927 +75%
WDA
245
Wendell David Associates
New Hampshire
$2.62M 78,800 -650 -0.8%
TB
246
Treynor Bancshares
Iowa
$2.6M 78,255 +3,198 +4%
SAG
247
SageView Advisory Group
California
$2.58M 77,754 +39,676 +104%
PS
248
Principal Securities
Iowa
$2.58M 77,703 -33,236 -30%
GDP
249
Great Diamond Partners
Maine
$2.57M 77,213 +754 +1%
MA
250
Mutual Advisors
Nebraska
$2.56M 77,598 -10,468 -12%