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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%
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 %
NP
351
Nilsine Partners
Colorado
$1.39M -$48.1K -1,492 -3%
CANC
352
Culbertson A N & Co
Virginia
$1.38M -$103K -3,189 -7%
FWP
353
FAS Wealth Partners
Kansas
$1.38M -$4.19K -130 -0.3%
MOS
354
MGO One Seven
Ohio
$1.37M +$41.2K +1,278 +3%
FA
355
FC Advisory
Pennsylvania
$1.36M +$7.57K +235 +0.6%
CGA
356
Crescent Grove Advisors
Illinois
$1.35M +$8.61K +267 +0.6%
CA
357
CoreCap Advisors
Michigan
$1.34M -$499K -15,495 -27%
MBT
358
Montecito Bank & Trust
California
$1.34M -$113K -3,499 -8%
ACP
359
Aviance Capital Partners
Florida
$1.33M +$48.2K +1,494 +4%
IWP
360
Invenio Wealth Partners
Florida
$1.33M -$740K -22,974 -36%
PP
361
Patten & Patten
Tennessee
$1.32M +$1.32M +41,002 New
CTC
362
Central Trust Company
Missouri
$1.32M +$6.45K +200 +0.5%
KWMG
363
King Wealth Management Group
Florida
$1.31M -$23.8K -739 -2%
PFT
364
Providence First Trust
Arizona
$1.31M +$189K +5,876 +17%
EWA
365
Etesian Wealth Advisors
Oregon
$1.31M -$85.3K -2,647 -6%
HWA
366
HCR Wealth Advisors
California
$1.31M -$7.51K -233 -0.6%
CGH
367
CMG Global Holdings
Texas
$1.3M
CA
368
Calton & Associates
Florida
$1.3M +$27.2K +843 +2%
William Blair & Company
369
William Blair & Company
Illinois
$1.28M -$303K -9,415 -19%
Franklin Resources
370
Franklin Resources
California
$1.28M -$6.87K -213 -0.5%
MAM
371
MMA Asset Management
Pennsylvania
$1.27M -$72K -2,301 -5%
SSW
372
Stone Summit Wealth
Florida
$1.27M -$97K -3,010 -7%
PTC
373
Private Trust Company
Ohio
$1.27M +$612K +18,998 +93%
AWM
374
Aprio Wealth Management
Georgia
$1.27M -$740K -22,957 -37%
FCI
375
Financial Counselors Inc
Kansas
$1.26M -$497K -15,431 -28%