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iShares Preferred and Income Securities ETF

953 hedge funds and large institutions have $4.92B invested in iShares Preferred and Income Securities ETF in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 333 increasing their positions, 401 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
953
Holders Change
-3
Holders Change %
-0.31%
% of All Funds
15.19%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.54%
New
84
Increased
333
Reduced
401
Closed
76
Calls
$17M
Puts
$12M
Net Calls
+$5.02M
Net Calls Change
+$5.34M
Name Holding Trade Value Shares
Change
Shares
Change %
Neuberger Berman Group
401
Neuberger Berman Group
New York
$936K -$42.7K -1,416 -4%
BCWM
402
Bartlett & Co Wealth Management
Ohio
$928K -$29K -962 -3%
BC
403
Bartlett & Co
Ohio
$928K -$29K -962 -3%
Vanguard Group
404
Vanguard Group
Pennsylvania
$909K +$909K +30,156 New
FHB
405
First Hawaiian Bank
Hawaii
$909K +$12.7K +420 +1%
FNBT
406
FineMark National Bank & Trust
Florida
$908K +$521K +17,272 +134%
GCM
407
Glaxis Capital Management
Florida
$905K +$452K +15,000 +100%
ATPW
408
Ashton Thomas Private Wealth
Arizona
$903K +$78.1K +2,591 +9%
HIP
409
HUB Investment Partners
Texas
$895K +$80.9K +2,684 +10%
BSW
410
Buckingham Strategic Wealth
Missouri
$892K -$99.6K -3,302 -10%
NAG
411
Northstar Advisory Group
New Jersey
$884K -$72.6K -2,409 -8%
M&T Bank
412
M&T Bank
New York
$883K -$999K -33,140 -53%
HI
413
Harbour Investments
Wisconsin
$879K +$77.5K +2,571 +10%
SWP
414
Summit Wealth Partners
Florida
$863K -$47.4K -1,572 -5%
HTC
415
Haverford Trust Company
Pennsylvania
$863K -$38.9K -1,290 -4%
GPA
416
Guidance Point Advisors
Massachusetts
$852K -$214K -7,098 -20%
ST
417
Somerset Trust
Pennsylvania
$852K -$62K -2,056 -7%
CFG
418
Carr Financial Group
Massachusetts
$834K -$44.4K -1,480 -5%
ACIM
419
Azimuth Capital Investment Management
Michigan
$826K -$196K -6,500 -19%
Capital Fund Management (CFM)
420
Capital Fund Management (CFM)
France
$825K +$241K +8,000 +41%
WA
421
Wealthstar Advisors
Texas
$825K -$178K -5,904 -18%
RIA
422
Richwood Investment Advisors
Ohio
$819K -$14K -465 -2%
GRP
423
Global Retirement Partners
California
$811K -$7.54K -260 -0.9%
MHR
424
Matthew Hamilton Rosenberg
$809K -$82.2K -2,726 -9%
BAM
425
Banta Asset Management
California
$805K -$84.3K -2,795 -9%