PFF icon

iShares Preferred and Income Securities ETF

1,035 hedge funds and large institutions have $6.21B invested in iShares Preferred and Income Securities ETF in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 394 increasing their positions, 392 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,035
Holders Change
+12
Holders Change %
+1.17%
% of All Funds
15.01%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.52%
New
100
Increased
394
Reduced
392
Closed
74
Calls
$14.5M
Puts
$24M
Net Calls
-$9.46M
Net Calls Change
-$9.47M
Name Holding Trade Value Shares
Change
Shares
Change %
SRC
326
Shufro Rose & Co
New York
$1.65M +$367K +11,400 +29%
TH
327
TCTC Holdings
Texas
$1.64M +$423K +13,113 +35%
APWA
328
Atlas Private Wealth Advisors
New Jersey
$1.64M -$1.41M -43,801 -46%
AWM
329
Accel Wealth Management
Iowa
$1.62M +$99.7K +3,094 +7%
FIM
330
Freedom Investment Management
Connecticut
$1.61M -$64.6K -2,005 -4%
GCM
331
Glaxis Capital Management
Florida
$1.61M
WAP
332
Wealthcare Advisory Partners
Pennsylvania
$1.6M -$89K -2,762 -5%
BCP
333
Berkeley Capital Partners
Georgia
$1.59M +$1.59M +49,271 New
IBOK
334
Independence Bank of Kentucky
Kentucky
$1.59M -$31.5K -976 -2%
APWM
335
Argonautica Private Wealth Management
Massachusetts
$1.58M +$57.9K +1,795 +4%
PWW
336
Pettyjohn Wood & White
Virginia
$1.57M -$3.22K -100 -0.2%
AFG
337
Albion Financial Group
Utah
$1.54M +$47.1K +1,460 +3%
FDCDDQ
338
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.52M -$106K -3,301 -7%
PC
339
Prairiewood Capital
North Dakota
$1.52M +$967 +30 +0.1%
QC
340
Quadrature Capital
United Kingdom
$1.5M +$1.5M +46,523 New
RJT
341
Raymond James Trust
Florida
$1.5M +$89.1K +2,766 +6%
CCG
342
Chatham Capital Group
Georgia
$1.48M -$59.6K -1,850 -4%
BST
343
Bath Savings Trust
Maine
$1.48M -$51K -1,581 -3%
MCC
344
Money Concepts Capital
Florida
$1.47M +$129K +4,004 +10%
BAM
345
Brave Asset Management
New Jersey
$1.46M
SWA
346
Sax Wealth Advisors
New Jersey
$1.45M -$210K -6,511 -13%
SF
347
Summit Financial
New Jersey
$1.44M +$283K +8,767 +24%
TCM
348
Telos Capital Management
California
$1.43M -$40.6K -1,260 -3%
WANY
349
Wealthspire Advisors (New York)
New York
$1.43M -$361K -11,205 -20%
BJL
350
Brighton Jones LLC
Washington
$1.42M +$105K +3,267 +8%