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iShares Preferred and Income Securities ETF

1,009 hedge funds and large institutions have $6.02B invested in iShares Preferred and Income Securities ETF in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 413 increasing their positions, 361 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
+12
Holders Change %
+1.2%
% of All Funds
14.59%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.45%
New
78
Increased
413
Reduced
361
Closed
53
Calls
$5.43M
Puts
$26.4M
Net Calls
-$21M
Net Calls Change
+$7.91M
Name Holding Trade Value Shares
Change
Shares
Change %
CTWM
451
Cherry Tree Wealth Management
Minnesota
$936K -$64.1K -1,929 -6%
CA
452
Calton & Associates
Florida
$931K -$233K -7,005 -20%
FFA
453
Farther Finance Advisors
California
$930K +$381K +11,468 +69%
BCA
454
Bay Colony Advisors
Massachusetts
$928K +$17.3K +522 +2%
NAS
455
Nicolet Advisory Services
Wisconsin
$927K +$200 +6 +0%
IAG
456
Investment Advisory Group
Massachusetts
$923K -$25.7K -772 -3%
Neuberger Berman Group
457
Neuberger Berman Group
New York
$920K +$38.5K +1,160 +4%
OCM
458
Objective Capital Management
Ohio
$917K +$917K +27,598 New
AA
459
Aire Advisors
California
$913K +$64.7K +1,946 +8%
CTC
460
Central Trust Company
Missouri
$911K -$225K -6,770 -20%
WHCFA
461
William Howard & Co Financial Advisors
Tennessee
$903K +$8.25K +248 +0.9%
SSWM
462
Sheets Smith Wealth Management
North Carolina
$902K +$494K +14,866 +121%
MHR
463
Matthew Hamilton Rosenberg
$902K +$31.6K +950 +4%
MWA
464
Monograph Wealth Advisors
California
$901K
PBF
465
Petix & Botte Financial
California
$896K -$5.95K -179 -0.7%
BPA
466
Beacon Pointe Advisors
California
$894K -$40.3K -1,213 -4%
AIS
467
AM Investment Strategies
Tennessee
$891K +$5.95K +179 +0.7%
PCP
468
Proficio Capital Partners
Massachusetts
$888K -$225K -6,780 -20%
SRC
469
Sage Rhino Capital
California
$884K -$7.48K -225 -0.8%
Northern Trust
470
Northern Trust
Illinois
$878K +$196K +5,896 +29%
IWM
471
Integris Wealth Management
California
$876K +$156K +4,688 +22%
HIP
472
HUB Investment Partners
Texas
$874K -$71.3K -2,146 -8%
WJA
473
Willis Johnson & Associates
Texas
$872K +$3.26K +98 +0.4%
SCM
474
Sage Capital Management
New Jersey
$867K +$6.78K +204 +0.8%
JSSH
475
J. Safra Sarasin Holding
$864K