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iShares Preferred and Income Securities ETF

953 hedge funds and large institutions have $4.92B invested in iShares Preferred and Income Securities ETF in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 333 increasing their positions, 401 reducing their positions, and 76 closing their positions.

Holders
953
Holders Change
-3
Holders Change %
-0.31%
% of All Funds
15.2%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.54%
New
84
Increased
333
Reduced
401
Closed
76
Calls
$17M
Puts
$12M
Net Calls
+$5.02M
Net Calls Change
+$5.34M
Name Market Value Shares Shares
Change
Shares
Change %
SW
26
SVB Wealth
Massachusetts
$40.6M 1,345,977 -327,768 -20%
CCWA
27
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$37.8M 1,252,289 +151,719 +14%
KeyBank National Association
28
KeyBank National Association
Ohio
$36.8M 1,221,421 -51,917 -4%
DWM
29
Dakota Wealth Management
Florida
$33.9M 1,125,589 +88,340 +9%
TPWA
30
TRUE Private Wealth Advisors
Oregon
$33.6M 1,114,235 -29,808 -3%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$31.2M 1,033,679 +1,033,679 New
SAM
32
SP Asset Management
California
$30.2M 1,003,299 -85,883 -8%
SI
33
Stephens Inc
Arkansas
$27.7M 919,910 -23,197 -2%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$26.4M 874,307 +97,817 +13%
IWS
35
Insight Wealth Strategies
California
$26.1M 864,388 +12,756 +1%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$25.5M 845,628 -28,425 -3%
SMFG
37
Sumitomo Mitsui Financial Group
Japan
$24M 795,741 -95,440 -11%
WF
38
Welch & Forbes
Massachusetts
$22.2M 735,122 -49,630 -6%
CWM
39
Congress Wealth Management
Massachusetts
$21.2M 703,808 -829 -0.1%
RJA
40
Raymond James & Associates
Florida
$20.7M 687,396 +46,874 +7%
SWIG
41
Strategic Wealth Investment Group
Kentucky
$19.3M 641,750 +32,474 +5%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$19.3M 632,140 -230,077 -27%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$18.4M 611,577 +14,639 +2%
Citigroup
44
Citigroup
New York
$18.2M 603,449 -260,375 -30%
CAN
45
Cetera Advisor Networks
California
$17.7M 587,893 +8,865 +2%
CTB
46
Country Trust Bank
Illinois
$17.2M 568,984
FMLI
47
Fukoku Mutual Life Insurance
Japan
$17.1M 567,500
SFWA
48
Summit Financial Wealth Advisors
Louisiana
$17M 572,600 +17,545 +3%
Stifel Financial
49
Stifel Financial
Missouri
$17M 562,718 -328 -0.1%
HighTower Advisors
50
HighTower Advisors
Illinois
$16.4M 542,276 +9,535 +2%