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iShares Preferred and Income Securities ETF

1,023 hedge funds and large institutions have $5.91B invested in iShares Preferred and Income Securities ETF in 2023 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 320 increasing their positions, 431 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,023
Holders Change
+70
Holders Change %
+7.35%
% of All Funds
15%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.47%
New
164
Increased
320
Reduced
431
Closed
79
Calls
$16.6M
Puts
$16.6M
Net Calls
+$13K
Net Calls Change
-$5M
Name Holding Trade Value Shares
Change
Shares
Change %
AAG
401
Armstrong Advisory Group
Massachusetts
$1.1M +$62.1K +1,990 +6%
IAIM
402
International Assets Investment Management
Florida
$1.1M +$1.1M +35,345 New
EFS
403
Essex Financial Services
Connecticut
$1.09M -$132K -4,226 -11%
PFT
404
Providence First Trust
Arizona
$1.09M -$17.2K -550 -2%
Capital Fund Management (CFM)
405
Capital Fund Management (CFM)
France
$1.06M +$206K +6,600 +24%
MIA
406
MMBG Investment Advisors
Florida
$1.05M
GRP
407
Global Retirement Partners
California
$1.05M +$166K +5,269 +19%
CFGS
408
Concourse Financial Group Securities
Alabama
$1.04M -$80.7K -2,587 -7%
KIA
409
KCM Investment Advisors
California
$1.03M -$17.1K -548 -2%
RBC
410
Romano Brothers & Co
Illinois
$1.03M +$4.34K +139 +0.4%
PWM
411
Perigon Wealth Management
California
$1.02M -$25.6K -821 -2%
KFI
412
Key Financial Inc
Pennsylvania
$1.02M -$68.4K -2,193 -6%
MWA
413
Monograph Wealth Advisors
California
$1.02M
IIM
414
Ipswich Investment Management
Massachusetts
$1.01M -$33.7K -1,080 -3%
OHWP
415
Oak Harbor Wealth Partners
North Carolina
$1.01M +$28.4K +910 +3%
BHWA
416
Beacon Harbor Wealth Advisors
Virginia
$1.01M -$3.37M -108,047 -77%
BKA
417
Brick & Kyle Associates
Pennsylvania
$992K -$26.5K -849 -3%
AA
418
AlphaQ Advisors
Florida
$992K
LPAM
419
Lodestar Private Asset Management
California
$991K -$83.9K -2,689 -8%
KOMWMG
420
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$983K -$1.71M -54,816 -63%
CIBC World Market
421
CIBC World Market
Ontario, Canada
$982K -$316K -10,134 -24%
CTWM
422
Cherry Tree Wealth Management
Minnesota
$978K +$8.95K +287 +0.9%
BOM
423
Bank of Marin
California
$974K -$152K -4,865 -13%
SCA
424
Stokes Capital Advisors
South Carolina
$969K +$269K +8,631 +38%
BSW
425
Buckingham Strategic Wealth
Missouri
$962K +$39.1K +1,255 +4%