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iShares Preferred and Income Securities ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
MPCG
251
Matrix Private Capital Group
New York
$2.24M 71,001 +3,499 +5%
LFAS
252
Level Four Advisory Services
Texas
$2.23M 70,769 +15,857 +29%
FWA
253
FOCUS Wealth Advisors
Texas
$2.2M 69,861 +751 +1%
GC
254
Guggenheim Capital
Illinois
$2.18M 68,961 -7,470 -10%
CC
255
Courier Capital
New York
$2.16M 68,611 +37,333 +119%
LHWM
256
Lake Hills Wealth Management
Texas
$2.16M 68,458 +3,374 +5%
IAS
257
Insigneo Advisory Services
Florida
$2.15M 69,113 +5,420 +9%
WB
258
WesBanco Bank
West Virginia
$2.15M 68,117 +4,990 +8%
SFI
259
SPC Financial Inc
Maryland
$2.15M 68,048 -900 -1%
BBL
260
Beck Bode LLC
Massachusetts
$2.14M 67,736 -14,292 -17%
LCWP
261
Legacy Capital Wealth Partners
Arkansas
$2.13M 67,535 +67,535 New
SG
262
Sharper & Granite
California
$2.13M 67,365 -5,785 -8%
SEI Investments
263
SEI Investments
Pennsylvania
$2.12M 67,266 -1,757 -3%
KPWS
264
Kestra Private Wealth Services
Texas
$2.12M 67,069 -2,738 -4%
MCM
265
McRae Capital Management
New Jersey
$2.11M 67,001
AWM
266
Ariadne Wealth Management
California
$2.11M 66,903 +66,903 New
ASN
267
Advisory Services Network
Georgia
$2.08M 66,068 -1,312 -2%
IWC
268
Integrated Wealth Concepts
Massachusetts
$2.06M 65,352 +544 +0.8%
DWM
269
Destination Wealth Management
California
$2.06M 65,281 -326 -0.5%
CIA
270
Concurrent Investment Advisors
Florida
$2.05M 65,133 +12,843 +25%
SC
271
Sierra Capital
Florida
$2.04M 64,761 +8,795 +16%
WF
272
Wayfinding Financial
Washington
$2.04M 64,723 -100 -0.2%
SFA
273
Sequoia Financial Advisors
Ohio
$2.01M 63,585 -5,020 -7%
SWM
274
Spire Wealth Management
Virginia
$2M 63,450 -70,037 -52%
CNFG
275
Creegan & Nassoura Financial Group
New Hampshire
$1.96M 62,135 -500 -0.8%