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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 %
ML
426
McAdam LLC
Pennsylvania
$961K +$727K +23,310 +311%
MWM
427
Modera Wealth Management
New Jersey
$953K -$156K -5,009 -14%
GFS
428
GYL Financial Synergies
Connecticut
$950K +$321K +10,294 +51%
Neuberger Berman Group
429
Neuberger Berman Group
New York
$943K -$25.2K -809 -3%
SFS
430
Sowell Financial Services
Arkansas
$940K -$349K -11,201 -27%
TI
431
Tidal Investments
Wisconsin
$937K +$937K +30,054 New
FHB
432
First Hawaiian Bank
Hawaii
$937K -$2.71K -87 -0.3%
CIA
433
Concurrent Investment Advisors
Florida
$936K +$936K +30,022 New
NAG
434
Northstar Advisory Group
New Jersey
$931K +$16.3K +522 +2%
CFA
435
Camarda Financial Advisors
Florida
$929K +$929K +29,785 New
HI
436
Harbour Investments
Wisconsin
$916K +$6.3K +202 +0.7%
Vanguard Group
437
Vanguard Group
Pennsylvania
$915K -$26K -835 -3%
LWM
438
LongView Wealth Management
Georgia
$904K +$904K +28,779 New
RWM
439
Ritholtz Wealth Management
New York
$899K -$188K -6,041 -17%
EDRH
440
Edmond de Rothschild Holding
Switzerland
$896K -$251K -8,063 -22%
HTC
441
Haverford Trust Company
Pennsylvania
$893K
IAN
442
Integrated Advisors Network
Texas
$887K -$322K -10,315 -27%
ES
443
Eagle Strategies
New York
$885K -$276K -8,837 -24%
AA
444
Aire Advisors
California
$882K +$662K +21,215 +300%
CFG
445
Carr Financial Group
Massachusetts
$865K -$2.96K -95 -0.3%
BC
446
Bartlett & Co
Ohio
$859K -$105K -3,362 -11%
BCWM
447
Bartlett & Co Wealth Management
Ohio
$859K -$105K -3,362 -11%
GPA
448
Guidance Point Advisors
Massachusetts
$858K -$24.1K -774 -3%
ST
449
Somerset Trust
Pennsylvania
$853K -$28.7K -919 -3%
IA
450
IFP Advisors
Florida
$847K -$122K -3,900 -13%