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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
+12
Holders Change %
+1.2%
% of All Funds
14.59%
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 Holding Trade Value Shares
Change
Shares
Change %
ACM
326
AlphaStar Capital Management
North Carolina
$1.65M +$355K +10,696 +28%
TA
327
TrueWealth Advisors
Alabama
$1.64M -$320K -9,630 -16%
RA
328
Rockingstone Advisors
Massachusetts
$1.62M -$273K -8,206 -14%
SRC
329
Shufro Rose & Co
New York
$1.61M
MCC
330
Money Concepts Capital
Florida
$1.6M +$19.7K +593 +1%
PWW
331
Pettyjohn Wood & White
Virginia
$1.58M -$214K -6,450 -12%
HAC
332
Harbor Advisory Corp
New Hampshire
$1.57M -$156K -4,709 -9%
ST
333
Somerset Trust
Pennsylvania
$1.56M +$651K +19,587 +72%
GC
334
Guggenheim Capital
Illinois
$1.54M -$751K -22,599 -33%
BBL
335
Beck Bode LLC
Massachusetts
$1.54M -$714K -21,489 -32%
SC
336
Sierra Capital
Florida
$1.54M -$617K -18,551 -29%
KWM
337
Kingsview Wealth Management
Oregon
$1.53M -$45.6K -1,372 -3%
AWM
338
Accel Wealth Management
Iowa
$1.52M -$99.5K -2,994 -6%
NP
339
Nilsine Partners
Colorado
$1.52M +$52.8K +1,590 +4%
AGA
340
Arkos Global Advisors
Texas
$1.52M +$432K +12,993 +40%
VAM
341
Verity Asset Management
North Carolina
$1.51M -$4.32K -130 -0.3%
BAM
342
Brave Asset Management
New Jersey
$1.51M
FI
343
Financial Insights
Washington
$1.5M +$847K +25,500 +130%
FDCDDQ
344
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.49M -$50.3K -1,514 -3%
OHWP
345
Oak Harbor Wealth Partners
North Carolina
$1.49M +$116K +3,487 +8%
PWA
346
Primoris Wealth Advisors
Florida
$1.49M +$431K +12,960 +41%
TCM
347
Telos Capital Management
California
$1.48M +$5.88K +177 +0.4%
PC
348
Prairiewood Capital
North Dakota
$1.47M +$8.04K +242 +0.5%
FWP
349
FAS Wealth Partners
Kansas
$1.47M +$20.2K +609 +1%
SWA
350
Sax Wealth Advisors
New Jersey
$1.47M +$147K +4,420 +11%