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iShares Preferred and Income Securities ETF

997 hedge funds and large institutions have $5.63B invested in iShares Preferred and Income Securities ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 376 increasing their positions, 394 reducing their positions, and 93 closing their positions.

Holders
997
Holders Change
-38
Holders Change %
-3.67%
% of All Funds
14.5%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.44%
New
74
Increased
376
Reduced
394
Closed
93
Calls
$11.7M
Puts
$40.6M
Net Calls
-$28.9M
Net Calls Change
-$19.4M
Name Market Value Shares Shares
Change
Shares
Change %
MBT
351
Montecito Bank & Trust
California
$1.31M 41,517
PFT
352
Providence First Trust
Arizona
$1.3M 41,291 +600 +1%
OHWP
353
Oak Harbor Wealth Partners
North Carolina
$1.3M 41,272 +3,706 +10%
William Blair & Company
354
William Blair & Company
Illinois
$1.29M 40,901 +1,281 +3%
MAM
355
MMA Asset Management
Pennsylvania
$1.28M 40,605 -38 -0.1%
DWM
356
Diversify Wealth Management
Utah
$1.28M 41,036 +41,036 New
Franklin Resources
357
Franklin Resources
California
$1.28M 40,416 +834 +2%
CGH
358
CMG Global Holdings
Texas
$1.27M 40,353 -75 -0.2%
PFS
359
Prospect Financial Services
New York
$1.26M 39,994 +6,832 +21%
SWA
360
Sax Wealth Advisors
New Jersey
$1.26M 39,782 -5,264 -12%
PTC
361
Private Trust Company
Ohio
$1.25M 39,713 +291 +0.7%
SF
362
Summit Financial
New Jersey
$1.24M 39,457 -5,123 -11%
PP
363
Patten & Patten
Tennessee
$1.24M 39,192 -1,810 -4%
ATPW
364
Ashton Thomas Private Wealth
Arizona
$1.23M 39,060 +2,026 +5%
BCM
365
Bowie Capital Management
Texas
$1.23M 39,000
ACM
366
AlphaStar Capital Management
North Carolina
$1.23M 38,846 +2,107 +6%
NL
367
NWAM LLC
Washington
$1.22M 38,800 +38,800 New
WANY
368
Wealthspire Advisors (New York)
New York
$1.22M 38,684 -5,669 -13%
AAS
369
Annex Advisory Services
Wisconsin
$1.22M 38,557 +1,316 +4%
SSW
370
Stone Summit Wealth
Florida
$1.21M 38,240 -1,190 -3%
SAG
371
SageView Advisory Group
California
$1.2M 38,078 +22,655 +147%
SS
372
Sunbelt Securities
Texas
$1.2M 38,053 +15,292 +67%
PWM
373
Perigon Wealth Management
California
$1.19M 37,859 -24,177 -39%
EWA
374
Etesian Wealth Advisors
Oregon
$1.19M 37,800 -2,849 -7%
UCB
375
United Community Bank
South Carolina
$1.18M 37,538 -664 -2%