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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 %
PFO
426
Pathstone Family Office
New Jersey
$795K +$795K +26,372 New
FT
427
Fiduciary Trust
Massachusetts
$783K +$169K +5,610 +28%
SFP
428
Strategic Financial Partners
Oregon
$779K -$7.84K -260 -1%
PCIA
429
Prime Capital Investment Advisors
Kansas
$779K -$243K -8,061 -24%
V
430
ViaWealth
Kansas
$776K -$260K -8,609 -25%
SRC
431
Sage Rhino Capital
California
$773K -$25.8K -857 -3%
CT
432
Coastline Trust
Rhode Island
$773K -$674K -22,370 -47%
MA
433
Montag & Associates
Georgia
$769K
WSFS
434
Wilmington Savings Fund Society
Delaware
$768K -$76.3K -2,530 -9%
SCG
435
Sonata Capital Group
Washington
$766K -$28.6K -949 -4%
PA
436
Pinnacle Associates
New York
$757K -$77K -2,555 -9%
LA
437
Lifeworks Advisors
Michigan
$757K +$757K +25,095 New
Barclays
438
Barclays
United Kingdom
$751K -$359K -11,900 -32%
SCA
439
STALEY CAPITAL ADVISERS
Pennsylvania
$745K -$45.2K -1,500 -6%
MWM
440
Mission Wealth Management
California
$742K -$6.66K -221 -0.9%
GLR
441
Great Lakes Retirement
Ohio
$742K -$59.5K -1,973 -7%
Northern Trust
442
Northern Trust
Illinois
$740K +$269K +8,910 +57%
FHA
443
First Horizon Advisors
Tennessee
$735K +$60 +2 +0%
LWA
444
Lineweaver Wealth Advisors
Ohio
$734K -$301 -10 -0%
IAG
445
Investment Advisory Group
Massachusetts
$728K +$90.8K +3,011 +14%
GDP
446
Great Diamond Partners
Maine
$726K +$726K +24,078 New
Franklin Resources
447
Franklin Resources
California
$725K +$10.3K +342 +1%
CHA
448
Carmichael Hill & Associates
Maryland
$717K +$392 +13 +0.1%
B
449
Bensler
Washington
$716K -$147K -4,867 -17%
KP
450
Keel Point
Alabama
$716K +$476K +15,778 +198%