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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 %
PTC
376
Private Trust Company
Ohio
$1.32M +$4.02K +121 +0.3%
AFG
377
Albion Financial Group
Utah
$1.32M -$238K -7,155 -15%
DWM
378
Diversify Wealth Management
Utah
$1.3M -$48.2K -1,463 -4%
IWP
379
Invenio Wealth Partners
Florida
$1.3M +$217K +6,520 +20%
SWM
380
SeaCrest Wealth Management
New York
$1.3M +$768K +23,124 +144%
PI
381
PFG Investments
New York
$1.29M +$118K +3,564 +10%
TI
382
Tidal Investments
Wisconsin
$1.29M -$1.67M -50,651 -56%
William Blair & Company
383
William Blair & Company
Illinois
$1.28M -$74.6K -2,245 -5%
SW
384
Simplicity Wealth
New Jersey
$1.28M +$596K +17,945 +87%
HI
385
Harbour Investments
Wisconsin
$1.28M +$34K +1,023 +3%
GTAM
386
Global Trust Asset Management
Florida
$1.26M +$30.1K +905 +2%
IIM
387
Ipswich Investment Management
Massachusetts
$1.24M
WANY
388
Wealthspire Advisors (New York)
New York
$1.24M -$50.1K -1,508 -4%
FFN
389
Focus Financial Network
Minnesota
$1.23M +$9.94K +299 +0.8%
Asset Management One
390
Asset Management One
Japan
$1.23M +$83.3K +2,507 +7%
FPGK
391
Financial Partners Group (Kansas)
Kansas
$1.23M +$644K +19,389 +111%
ACA
392
American Capital Advisory
Idaho
$1.2M -$1.66K -50 -0.1%
KWMG
393
King Wealth Management Group
Florida
$1.19M -$54.5K -1,640 -4%
UCB
394
United Community Bank
South Carolina
$1.19M -$56K -1,685 -4%
PP
395
Patten & Patten
Tennessee
$1.19M -$115K -3,475 -9%
CCC
396
Chesapeake Capital Corp
Florida
$1.17M +$255K +7,609 +28%
SSW
397
Stone Summit Wealth
Florida
$1.17M -$106K -3,175 -8%
FHA
398
Flagship Harbor Advisors
Massachusetts
$1.15M +$1.15M +34,472 New
LWM
399
Lionsbridge Wealth Management
Florida
$1.14M -$18.8K -565 -2%
Bank of Nova Scotia
400
Bank of Nova Scotia
Ontario, Canada
$1.14M