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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 %
MPW
426
MGO Private Wealth
California
$861K -$27.3K -874 -3%
FHA
427
First Horizon Advisors
Tennessee
$854K -$188K -6,024 -18%
GLR
428
Great Lakes Retirement
Ohio
$850K +$850K +27,240 New
DWM
429
Dakota Wealth Management
Florida
$842K -$19.7K -631 -2%
TH
430
TCTC Holdings
Texas
$833K +$421K +13,500 +102%
TCA
431
Transcend Capital Advisors
New Jersey
$833K +$5.21K +167 +0.6%
SFP
432
Strategic Financial Partners
Oregon
$830K
SRC
433
Sage Rhino Capital
California
$826K +$31.5K +1,008 +4%
SCA
434
STALEY CAPITAL ADVISERS
Pennsylvania
$818K -$125K -4,000 -13%
HCM
435
Hall Capital Management
Rhode Island
$817K
Brown Advisory
436
Brown Advisory
Maryland
$817K +$6.15K +197 +0.8%
National Bank of Canada
437
National Bank of Canada
Quebec, Canada
$813K -$118K -3,775 -13%
AFP
438
Ausdal Financial Partners
Iowa
$812K +$812K +26,015 New
MA
439
Montag & Associates
Georgia
$812K
LAM
440
LifePro Asset Management
California
$810K
AWS
441
AJ Wealth Strategies
New York
$806K -$11.3K -362 -1%
CW
442
Channel Wealth
California
$805K +$805K +25,773 New
PP
443
Prudential plc
United Kingdom
$802K
WWM
444
Western Wealth Management
Colorado
$802K -$95.3K -3,052 -11%
BAM
445
Belpointe Asset Management
Nevada
$794K -$383K -12,265 -33%
HW
446
Hancock Whitney
Mississippi
$789K +$789K +25,282 New
Millennium Management
447
Millennium Management
New York
$785K -$3.47M -111,076 -82%
TCM
448
Traynor Capital Management
Pennsylvania
$782K -$99.7K -3,194 -11%
EIP
449
Easterly Investment Partners
Massachusetts
$777K
AAP
450
Arax Advisory Partners
Colorado
$774K +$76.8K +2,460 +11%