PFF icon

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 %
B
451
Bellecapital
Switzerland
$842K -$209K -6,711 -20%
WC
452
Whitney & Co
New York
$842K -$513K -16,450 -38%
CC
453
Courier Capital
New York
$837K +$258K +8,257 +44%
PBF
454
Petix & Botte Financial
California
$836K -$141K -4,529 -14%
PCIA
455
Prime Capital Investment Advisors
Kansas
$833K +$27.6K +884 +3%
RIA
456
Richwood Investment Advisors
Ohio
$825K -$23K -736 -3%
IWM
457
IHT Wealth Management
Illinois
$822K +$334K +10,694 +68%
AIS
458
AM Investment Strategies
Tennessee
$821K +$280K +8,980 +52%
MHR
459
Matthew Hamilton Rosenberg
$819K -$18.6K -595 -2%
MA
460
Montag & Associates
Georgia
$819K +$23.4K +750 +3%
FNBT
461
FineMark National Bank & Trust
Florida
$818K -$121K -3,895 -13%
SWP
462
Summit Wealth Partners
Florida
$815K -$78.2K -2,508 -9%
PWLP
463
Prio Wealth Limited Partnership
Massachusetts
$813K +$386K +12,380 +90%
SRC
464
Sage Rhino Capital
California
$808K +$8.55K +274 +1%
BAM
465
Banta Asset Management
California
$807K -$26.5K -850 -3%
1832 Asset Management
466
1832 Asset Management
Ontario, Canada
$802K -$223K -7,158 -22%
SFP
467
Strategic Financial Partners
Oregon
$798K -$8.27K -265 -1%
IAG
468
Investment Advisory Group
Massachusetts
$791K +$38.7K +1,241 +5%
KA
469
Kovack Advisors
Florida
$785K +$204K +6,537 +35%
CAAM
470
Cornerstone Advisors Asset Management
Pennsylvania
$783K -$3.63M -116,543 -82%
BCA
471
Bay Colony Advisors
Massachusetts
$779K +$63K +2,021 +9%
FT
472
Fiduciary Trust
Massachusetts
$778K -$31.7K -1,015 -4%
GIA
473
Gladstone Institutional Advisory
Florida
$774K +$92.4K +2,964 +14%
SCA
474
Snowden Capital Advisors
New York
$773K -$337K -10,802 -30%
SCM
475
Sage Capital Management
New Jersey
$768K +$768K +24,628 New