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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 %
JWCA
401
J.W. Cole Advisors
Florida
$1.13M +$73.1K +2,199 +7%
FIM
402
Freedom Investment Management
Connecticut
$1.13M -$72.6K -2,184 -6%
AAS
403
Annex Advisory Services
Wisconsin
$1.13M -$149K -4,493 -12%
SHFA
404
SS&H Financial Advisors
Michigan
$1.13M
OFG
405
Orcam Financial Group
California
$1.13M -$2.09K -63 -0.2%
PIMG
406
Patriot Investment Management Group
Tennessee
$1.13M -$27.4K -826 -2%
AAS
407
Ameritas Advisory Services
Nebraska
$1.12M -$317K -9,553 -22%
MIA
408
MMBG Investment Advisors
Florida
$1.12M
PWA
409
Prairie Wealth Advisors
Nebraska
$1.12M +$4.82K +145 +0.4%
CFGS
410
Concourse Financial Group Securities
Alabama
$1.11M +$89.4K +2,691 +9%
SFC
411
Strategic Financial Concepts
Texas
$1.11M -$34M -1,022,460 -97%
NEPWA
412
New England Private Wealth Advisors
Massachusetts
$1.09M +$38.1K +1,146 +4%
NL
413
NWAM LLC
Washington
$1.09M -$203K -6,121 -16%
PCIA
414
Prime Capital Investment Advisors
Kansas
$1.08M +$82.9K +2,496 +8%
BB
415
Busey Bank
Illinois
$1.08M -$627K -18,875 -37%
MA
416
Montag & Associates
Georgia
$1.07M +$103K +3,093 +11%
RBC
417
Romano Brothers & Co
Illinois
$1.07M +$8.81K +265 +0.8%
WT
418
Whittier Trust
California
$1.07M -$77.8K -2,341 -7%
PA
419
PFG Advisors
Arizona
$1.07M +$187K +5,624 +21%
SPC
420
Sigma Planning Corp
Michigan
$1.07M -$97.6K -2,936 -8%
KAM
421
Knightsbridge Asset Management
California
$1.07M +$1.07M +32,122 New
NAG
422
Northstar Advisory Group
New Jersey
$1.06M -$10.5K -317 -1%
PWM
423
Perigon Wealth Management
California
$1.06M -$195K -5,869 -16%
BOM
424
Bank of Marin
California
$1.06M +$55.9K +1,681 +6%
CAG
425
Crestwood Advisors Group
Massachusetts
$1.06M -$57.1K -1,717 -5%