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iShares Preferred and Income Securities ETF

946 hedge funds and large institutions have $4.85B invested in iShares Preferred and Income Securities ETF in 2023 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 318 increasing their positions, 383 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
946
Holders Change
-28
Holders Change %
-2.87%
% of All Funds
15.14%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.54%
New
97
Increased
318
Reduced
383
Closed
98
Calls
$11.7M
Puts
$46.8M
Net Calls
-$35.1M
Net Calls Change
+$22.7M
Name Holding Trade Value Shares
Change
Shares
Change %
EH
351
Equitable Holdings
New York
$1.18M -$205K -6,552 -15%
BDWCC
352
B&D White Capital Company
Texas
$1.16M +$1.16M +37,217 New
Bank of Nova Scotia
353
Bank of Nova Scotia
Ontario, Canada
$1.16M -$12.8K -410 -1%
SWP
354
Summit Wealth Partners
Florida
$1.15M -$4.4K -141 -0.4%
ACIM
355
Azimuth Capital Investment Management
Michigan
$1.15M -$26.5K -850 -2%
V
356
ViaWealth
Kansas
$1.14M -$19K -609 -2%
BOM
357
Bank of Marin
California
$1.14M -$186K -5,944 -14%
CC
358
Cornerstone Capital
California
$1.13M -$369K -11,831 -25%
Lido Advisors
359
Lido Advisors
California
$1.12M -$31.2K -1,000 -3%
AWM
360
Abound Wealth Management
Tennessee
$1.12M +$140K +4,475 +14%
KIA
361
KCM Investment Advisors
California
$1.12M -$373K -11,956 -25%
IAN
362
Integrated Advisors Network
Texas
$1.12M -$1.94K -62 -0.2%
CA
363
Calton & Associates
Florida
$1.11M +$114K +3,652 +11%
PA
364
PFG Advisors
Arizona
$1.11M -$666K -21,345 -38%
LPAM
365
Lodestar Private Asset Management
California
$1.11M -$91.1K -2,917 -8%
BWA
366
Blodgett Wealth Advisors
California
$1.11M -$172K -5,500 -13%
RWA
367
Redmont Wealth Advisors
Illinois
$1.1M +$46.9K +1,501 +4%
PFT
368
Providence First Trust
Arizona
$1.09M +$51.5K +1,650 +5%
BWG
369
Beta Wealth Group
California
$1.08M +$1.08M +34,584 New
KFI
370
Key Financial Inc
Pennsylvania
$1.08M -$217K -6,936 -17%
PTCG
371
Pring Turner Capital Group
California
$1.08M +$58K +1,858 +6%
CST
372
Charles Schwab Trust
Nevada
$1.08M +$355K +11,375 +49%
V
373
Veritable
Delaware
$1.07M -$6.96K -223 -0.6%
HFA
374
High Falls Advisors
New York
$1.06M -$360K -11,544 -25%
NEPWA
375
New England Private Wealth Advisors
Massachusetts
$1.06M +$39.9K +1,277 +4%