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iShares Preferred and Income Securities ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
WANY
301
Wealthspire Advisors (New York)
New York
$1.73M 55,558 -1,009 -2%
LFAS
302
Level Four Advisory Services
Texas
$1.71M 54,912 -125 -0.2%
DWM
303
Destination Wealth Management
California
$1.7M 54,595 -16,906 -24%
FCI
304
Financial Counselors Inc
Kansas
$1.7M 54,562 -51,315 -48%
ECA
305
Elevated Capital Advisors
Utah
$1.7M 54,494 -211 -0.4%
OIA
306
OneDigital Investment Advisors
Kansas
$1.69M 54,241 -26,535 -33%
PWMG
307
Pinnacle Wealth Management Group
Michigan
$1.67M 53,646 +1,323 +3%
DE
308
Day & Ennis
Georgia
$1.67M 53,595 -2,445 -4%
ACM
309
Arcataur Capital Management
Wisconsin
$1.67M 53,509 -10,165 -16%
PCM
310
Palisade Capital Management
New Jersey
$1.67M 53,500 +53,500 New
BB
311
Busey Bank
Illinois
$1.66M 53,281 -4,611 -8%
UCFA
312
United Capital Financial Advisors
Texas
$1.66M 53,095 -15,501 -23%
MC
313
Mathes Company
New York
$1.64M 52,650 -6,800 -11%
IWC
314
Integrated Wealth Concepts
Massachusetts
$1.64M 52,576 +3,971 +8%
KWM
315
Kingsview Wealth Management
Oregon
$1.64M 52,442 +1,619 +3%
WAP
316
Wealthcare Advisory Partners
Pennsylvania
$1.64M 52,434 +887 +2%
FCM
317
Fortis Capital Management
Washington
$1.63M 52,258 -28,890 -36%
FIM
318
Freedom Investment Management
Connecticut
$1.62M 52,041 +3,408 +7%
SWA
319
Sax Wealth Advisors
New Jersey
$1.61M 51,557 -53,638 -51%
RA
320
Rockingstone Advisors
Massachusetts
$1.6M 51,413 -15,780 -23%
OA
321
Operose Advisors
Wisconsin
$1.6M 51,366 -81,015 -61%
IA
322
IFG Advisory
Georgia
$1.59M 51,082 +2,276 +5%
FDCDDQ
323
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.58M 50,610 +213 +0.4%
CFG
324
Citizens Financial Group
Rhode Island
$1.58M 50,538 +50,538 New
IBOK
325
Independence Bank of Kentucky
Kentucky
$1.57M 50,221 -10,252 -17%