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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.

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 %
MIA
376
MMBG Investment Advisors
Florida
$1.05M
B
377
Bellecapital
Switzerland
$1.05M
RWIA
378
Roger Wittlin Investment Advisory
California
$1.04M -$36.3K -1,163 -3%
LNC
379
Lincoln National Corp
Pennsylvania
$1.04M -$188K -6,036 -15%
SFC
380
Strategic Financial Concepts
Texas
$1.04M +$1.04M +33,361 New
CCM
381
Crabel Capital Management
California
$1.04M -$628K -20,118 -38%
WA
382
Wealthstar Advisors
Texas
$1.04M -$45.7K -1,463 -4%
TPWM
383
Twelve Points Wealth Management
Massachusetts
$1.03M -$82.6K -2,645 -7%
HTC
384
Haverford Trust Company
Pennsylvania
$1.03M
BIA
385
Benchmark Investment Advisors
Illinois
$1.03M +$184K +5,900 +22%
AAG
386
Armstrong Advisory Group
Massachusetts
$1.03M -$19.8K -633 -2%
1832 Asset Management
387
1832 Asset Management
Ontario, Canada
$1.03M -$89.7K -2,874 -8%
BKA
388
Brick & Kyle Associates
Pennsylvania
$1.02M +$5.43K +174 +0.5%
MWA
389
Monograph Wealth Advisors
California
$1.02M
WCM
390
Windham Capital Management
Massachusetts
$1.01M +$1.01M +32,459 New
IIM
391
Ipswich Investment Management
Massachusetts
$1.01M +$28.9K +925 +3%
SRC
392
Shufro Rose & Co
New York
$1M
CWM
393
ClientFirst Wealth Management
Arkansas
$1M
WCM
394
Wavelength Capital Management
Connecticut
$1M +$1M +32,100 New
PCIA
395
Prime Capital Investment Advisors
Kansas
$994K -$381K -12,197 -28%
RWM
396
Ritholtz Wealth Management
New York
$994K -$2.78K -89 -0.3%
NAG
397
Northstar Advisory Group
New Jersey
$991K -$35.4K -1,134 -3%
Neuberger Berman Group
398
Neuberger Berman Group
New York
$978K -$9.68K -310 -1%
SCM
399
SOL Capital Management
Maryland
$970K +$43.7K +1,400 +5%
BSW
400
Buckingham Strategic Wealth
Missouri
$966K