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iShares Preferred and Income Securities ETF

1,035 hedge funds and large institutions have $6.21B invested in iShares Preferred and Income Securities ETF in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 394 increasing their positions, 392 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,035
Holders Change
+12
Holders Change %
+1.17%
% of All Funds
15%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.52%
New
100
Increased
394
Reduced
392
Closed
74
Calls
$14.5M
Puts
$24M
Net Calls
-$9.46M
Net Calls Change
-$9.47M
Name Holding Trade Value Shares
Change
Shares
Change %
KFI
426
Key Financial Inc
Pennsylvania
$1.01M -$36.9K -1,144 -4%
ACA
427
American Capital Advisory
Idaho
$1.01M -$113K -3,627 -10%
AAS
428
Ameritas Advisory Services
Nebraska
$1.01M +$618K +19,690 +157%
CTWM
429
Cherry Tree Wealth Management
Minnesota
$1.01M
CC
430
Courier Capital
New York
$1.01M +$143K +4,439 +17%
BKA
431
Brick & Kyle Associates
Pennsylvania
$995K -$23.2K -726 -2%
WBG
432
Wharton Business Group
Pennsylvania
$994K -$14.7M -455,180 -94%
BSW
433
Buckingham Strategic Wealth
Missouri
$994K
ML
434
McAdam LLC
Pennsylvania
$993K -$64 -2 -0%
PFBT
435
Parkside Financial Bank & Trust
Missouri
$989K +$353K +10,940 +55%
SW
436
Simplicity Wealth
New Jersey
$983K +$983K +30,511 New
RWM
437
Ritholtz Wealth Management
New York
$978K +$49K +1,520 +5%
KIA
438
KCM Investment Advisors
California
$976K -$92K -2,856 -9%
GFS
439
GYL Financial Synergies
Connecticut
$975K -$7.09K -220 -0.7%
SFS
440
Sowell Financial Services
Arkansas
$967K -$4.38K -136 -0.5%
BOM
441
Bank of Marin
California
$967K -$40.3K -1,251 -4%
HTC
442
Haverford Trust Company
Pennsylvania
$959K +$36.3K +1,125 +4%
CIA
443
Capital Investment Advisors
Georgia
$956K -$485K -15,056 -34%
FHB
444
First Hawaiian Bank
Hawaii
$955K -$13.5K -420 -1%
EAMA
445
EFG Asset Management (Americas)
Florida
$953K -$286K -8,881 -23%
PWA
446
Primoris Wealth Advisors
Florida
$952K +$705K +21,875 +285%
IWM
447
IHT Wealth Management
Illinois
$949K +$99.9K +3,100 +12%
GLA
448
Good Life Advisors
Pennsylvania
$949K +$506K +15,701 +114%
RCM
449
RMR Capital Management
California
$946K +$325K +10,069 +52%
LWM
450
LongView Wealth Management
Georgia
$939K +$11.5K +357 +1%