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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 %
ST
401
Somerset Trust
Pennsylvania
$951K -$15.4K -493 -2%
BCWM
402
Bartlett & Co Wealth Management
Ohio
$951K -$201K -6,438 -17%
BC
403
Bartlett & Co
Ohio
$951K -$201K -6,438 -17%
QWM
404
QP Wealth Management
New Jersey
$948K -$994K -31,845 -51%
FIM
405
Freedom Investment Management
Connecticut
$947K -$20.4K -655 -2%
BCM
406
Bowie Capital Management
Texas
$937K
FHB
407
First Hawaiian Bank
Hawaii
$930K -$727K -23,292 -44%
EFS
408
Essex Financial Services
Connecticut
$929K -$210K -6,733 -18%
TWC
409
TD Waterhouse Canada
Ontario, Canada
$928K +$1.93K +61 +0.2%
B
410
Bensler
Washington
$922K -$162K -5,204 -15%
OHWP
411
Oak Harbor Wealth Partners
North Carolina
$908K +$319K +10,221 +54%
DJYG
412
David J. Yvars Group
Florida
$904K -$57.9K -1,856 -6%
FAT
413
First American Trust
California
$898K +$5.99K +192 +0.7%
HIP
414
HUB Investment Partners
Texas
$895K +$417K +13,358 +87%
RIA
415
Richwood Investment Advisors
Ohio
$893K -$3.75K -120 -0.4%
SCG
416
Sonata Capital Group
Washington
$890K +$1.69K +54 +0.2%
GRP
417
Global Retirement Partners
California
$890K +$114K +3,791 +15%
WSFS
418
Wilmington Savings Fund Society
Delaware
$889K -$65.3K -2,093 -7%
ATPW
419
Ashton Thomas Private Wealth
Arizona
$883K +$112K +3,596 +15%
KPWS
420
Kestra Private Wealth Services
Texas
$879K +$320K +10,264 +57%
PA
421
Pinnacle Associates
New York
$873K -$27.6K -884 -3%
WAM
422
Wakefield Asset Management
Colorado
$870K +$870K +27,869 New
Franklin Resources
423
Franklin Resources
California
$866K -$5.84M -187,110 -87%
HI
424
Harbour Investments
Wisconsin
$865K -$12.6K -402 -1%
CHA
425
Carmichael Hill & Associates
Maryland
$863K -$18K -577 -2%