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iShares Preferred and Income Securities ETF

997 hedge funds and large institutions have $5.63B invested in iShares Preferred and Income Securities ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 376 increasing their positions, 394 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
-38
Holders Change %
-3.67%
% of All Funds
14.5%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.44%
New
74
Increased
376
Reduced
394
Closed
93
Calls
$11.7M
Puts
$40.6M
Net Calls
-$28.9M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PCIA
426
Prime Capital Investment Advisors
Kansas
$951K -$232K -7,346 -20%
BOM
427
Bank of Marin
California
$951K +$4.39K +139 +0.5%
CTWM
428
Cherry Tree Wealth Management
Minnesota
$950K -$39.8K -1,263 -4%
FHB
429
First Hawaiian Bank
Hawaii
$948K +$13.4K +426 +1%
CA
430
Carson Advisory
Georgia
$946K +$459K +14,550 +94%
WBG
431
Wharton Business Group
Pennsylvania
$943K -$30.1K -955 -3%
IWM
432
IHT Wealth Management
Illinois
$933K +$3.82K +121 +0.4%
RCM
433
RMR Capital Management
California
$932K +$5.55K +176 +0.6%
CCA
434
Cadent Capital Advisors
Oklahoma
$932K +$70.6K +2,238 +8%
MA
435
Montag & Associates
Georgia
$923K +$101K +3,194 +12%
RWM
436
Ritholtz Wealth Management
New York
$923K -$35.1K -1,112 -4%
LWM
437
LongView Wealth Management
Georgia
$909K -$9.84K -312 -1%
Vanguard Group
438
Vanguard Group
Pennsylvania
$906K +$1.42K +45 +0.2%
HTC
439
Haverford Trust Company
Pennsylvania
$903K -$35.8K -1,134 -4%
CAAM
440
Cornerstone Advisors Asset Management
Pennsylvania
$901K +$55K +1,743 +6%
IAG
441
Investment Advisory Group
Massachusetts
$900K +$101K +3,211 +13%
HW
442
Hancock Whitney
Mississippi
$900K +$184K +5,841 +26%
HIP
443
HUB Investment Partners
Texas
$897K +$128K +4,051 +17%
BPA
444
Beacon Pointe Advisors
California
$887K -$836K -26,495 -49%
AWM
445
Axxcess Wealth Management
California
$887K +$30.8K +975 +4%
CIA
446
Capital Investment Advisors
Georgia
$881K -$54.9K -1,740 -6%
FWM
447
Finer Wealth Management
Massachusetts
$881K -$332K -10,524 -27%
NAS
448
Nicolet Advisory Services
Wisconsin
$880K +$880K +27,868 New
GPA
449
Guidance Point Advisors
Massachusetts
$880K +$23.6K +747 +3%
RIM
450
RW Investment Management
Idaho
$876K