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iShares Preferred and Income Securities ETF

997 hedge funds and large institutions have $5.63B invested in iShares Preferred and Income Securities ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 376 increasing their positions, 394 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
-38
Holders Change %
-3.67%
% of All Funds
14.5%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.44%
New
74
Increased
376
Reduced
394
Closed
93
Calls
$11.7M
Puts
$40.6M
Net Calls
-$28.9M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MIA
401
MMBG Investment Advisors
Florida
$1.06M
PWA
402
Prairie Wealth Advisors
Nebraska
$1.06M +$18.1K +575 +2%
PCP
403
Proficio Capital Partners
Massachusetts
$1.06M +$451K +14,305 +74%
CAG
404
Crestwood Advisors Group
Massachusetts
$1.06M +$156K +4,955 +17%
FAIM
405
Financial Advocates Investment Management
Washington
$1.05M +$288K +9,059 +38%
IWP
406
Invenio Wealth Partners
Florida
$1.03M -$267K -8,467 -21%
AGA
407
Arkos Global Advisors
Texas
$1.03M +$606K +19,188 +142%
WAM
408
WealthTrust Asset Management
Florida
$1.02M +$1.02M +32,440 New
NAG
409
Northstar Advisory Group
New Jersey
$1.02M -$473 -15 -0%
RBC
410
Romano Brothers & Co
Illinois
$1.01M -$1.42K -45 -0.1%
JWCA
411
J.W. Cole Advisors
Florida
$1.01M -$154K -4,887 -13%
EAMA
412
EFG Asset Management (Americas)
Florida
$1M +$70.9K +2,247 +8%
NEPWA
413
New England Private Wealth Advisors
Massachusetts
$1M -$135K -4,289 -12%
PWA
414
Primoris Wealth Advisors
Florida
$1M +$70.2K +2,225 +8%
LPAM
415
Lodestar Private Asset Management
California
$1M +$663 +21 +0.1%
KFI
416
Key Financial Inc
Pennsylvania
$985K -$6.56K -208 -0.7%
BKA
417
Brick & Kyle Associates
Pennsylvania
$978K -$2.08K -66 -0.2%
VWM
418
Vigilare Wealth Management
Arizona
$973K +$394K +12,475 +68%
ML
419
McAdam LLC
Pennsylvania
$971K -$1.51K -48 -0.2%
CFGS
420
Concourse Financial Group Securities
Alabama
$968K -$112K -3,557 -10%
FNT
421
First National Trust
Pennsylvania
$964K -$1.11M -35,270 -54%
BSW
422
Buckingham Strategic Wealth
Missouri
$964K -$8.3K -263 -0.9%
AWM
423
AE Wealth Management
Kansas
$956K +$50.5K +1,601 +6%
FFBTD
424
First Financial Bank - Trust Division
Ohio
$955K -$146K -4,621 -13%
GFS
425
GYL Financial Synergies
Connecticut
$955K