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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 %
Neuberger Berman Group
451
Neuberger Berman Group
New York
$936K -$38.7K -1,200 -4%
AWM
452
AE Wealth Management
Kansas
$925K -$1.88M -58,273 -67%
Vanguard Group
453
Vanguard Group
Pennsylvania
$924K -$20.9K -650 -2%
MC
454
Moors & Cabot
Massachusetts
$923K +$317K +9,831 +52%
CAG
455
Crestwood Advisors Group
Massachusetts
$920K +$494K +15,338 +116%
CFA
456
Camarda Financial Advisors
Florida
$903K -$56.5K -1,753 -6%
AA
457
Aire Advisors
California
$901K -$10.2K -317 -1%
MWM
458
Modera Wealth Management
New Jersey
$895K -$89.1K -2,764 -9%
RIM
459
RW Investment Management
Idaho
$895K +$895K +27,780 New
WHCFA
460
William Howard & Co Financial Advisors
Tennessee
$885K +$885K +27,454 New
BCA
461
Bay Colony Advisors
Massachusetts
$884K +$79.1K +2,455 +10%
HIC
462
Hartline Investment Corp
Illinois
$884K +$884K +27,442 New
WWM
463
Western Wealth Management
Colorado
$883K -$629K -19,526 -42%
IAN
464
Integrated Advisors Network
Texas
$881K -$35.2K -1,093 -4%
ST
465
Somerset Trust
Pennsylvania
$880K -$1.29K -40 -0.1%
CCA
466
Cadent Capital Advisors
Oklahoma
$880K +$349K +10,821 +66%
GPA
467
Guidance Point Advisors
Massachusetts
$875K -$11.8K -366 -1%
AWM
468
Axxcess Wealth Management
California
$875K +$262K +8,141 +43%
MWA
469
Monograph Wealth Advisors
California
$874K -$175K -5,437 -17%
BCWM
470
Bartlett & Co Wealth Management
Ohio
$872K -$12.3K -383 -1%
B
471
Bellecapital
Switzerland
$870K
MHR
472
Matthew Hamilton Rosenberg
$866K +$22.8K +709 +3%
CAAM
473
Cornerstone Advisors Asset Management
Pennsylvania
$865K +$55K +1,706 +7%
TSS
474
Two Sigma Securities
New York
$855K +$855K +26,525 New
AIS
475
AM Investment Strategies
Tennessee
$852K +$3.71K +115 +0.4%