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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 %
MC
451
Moors & Cabot
Massachusetts
$759K -$42.8K -1,370 -5%
SC
452
Scotia Capital
Ontario, Canada
$756K +$15.5K +496 +2%
BRM
453
Boston Research & Management
Massachusetts
$754K +$22.1K +707 +3%
Wolverine Trading
454
Wolverine Trading
Illinois
$753K -$1.42M -45,858 -65%
LWA
455
Lineweaver Wealth Advisors
Ohio
$746K +$187 +6 +0%
ZIM
456
Zacks Investment Management
Illinois
$745K -$6.81M -218,179 -90%
TW
457
Transform Wealth
Colorado
$739K +$739K +23,672 New
HVM
458
Harvest Volatility Management
Connecticut
$736K
SFA
459
Sequoia Financial Advisors
Ohio
$730K +$140K +4,478 +24%
MAM
460
Milestone Asset Management
Pennsylvania
$725K -$27.8K -891 -4%
CAL
461
Capital Advisors Ltd
Ohio
$724K -$8.37K -268 -1%
DCM
462
Delta Capital Management
New Jersey
$719K
DA
463
Detalus Advisors
Missouri
$716K -$15.8K -507 -2%
BSA
464
Bull Street Advisors
Georgia
$714K -$92.2K -2,950 -11%
FPAS
465
Focus Partners Advisor Solutions
Missouri
$711K +$391K +12,511 +122%
MWM
466
Mission Wealth Management
California
$711K +$711K +22,762 New
PTC
467
Private Trust Company
Ohio
$706K +$61.8K +1,979 +10%
SAM
468
Sawgrass Asset Management
Florida
$703K
EW
469
Evoke Wealth
California
$700K +$2.37K +76 +0.3%
BJL
470
Brighton Jones LLC
Washington
$699K -$36.4K -1,166 -5%
EW
471
Enzi Wealth
Texas
$699K -$1.17M -37,565 -63%
NSIM
472
North Star Investment Management
Illinois
$699K -$376K -12,039 -35%
AUB
473
Atlantic Union Bankshares
Virginia
$696K +$6.24K +200 +0.9%
AHC
474
Adell Harriman & Carpenter
Texas
$694K -$63.8K -2,043 -8%
CFA
475
Compass Financial Advisors
Indiana
$693K +$13.2K +423 +2%