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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 %
RC
476
Roundview Capital
New Jersey
$688K +$688K +22,022 New
SWM
477
SeaCrest Wealth Management
New York
$675K -$54.6K -1,749 -7%
Fidelity Investments
478
Fidelity Investments
Massachusetts
$675K -$96M -3,075,633 -99%
KWS
479
Keystone Wealth Services
California
$671K +$123K +3,950 +23%
TYCC
480
Texas Yale Capital Corp
Florida
$666K +$468 +15 +0.1%
CAM
481
Carret Asset Management
New York
$663K -$27.9K -893 -4%
JIC
482
Joel Isaacson & Co
New York
$663K -$654K -20,955 -50%
GIA
483
Gladstone Institutional Advisory
Florida
$662K +$29.6K +947 +5%
SC
484
Swan Capital
Florida
$661K +$661K +21,163 New
AAS
485
Ameritas Advisory Services
Nebraska
$658K -$490K -15,673 -43%
VST
486
Van Strum & Towne
California
$656K +$656K +21,025 New
CA
487
Cumberland Advisors
Florida
$656K
CSB
488
City State Bank
Iowa
$655K -$62.5K -2,000 -9%
HCM
489
Hollencrest Capital Management
California
$653K +$1.34K +43 +0.2%
MFG
490
Magnus Financial Group
New York
$652K -$328K -10,513 -33%
IWM
491
Integris Wealth Management
California
$650K -$905 -29 -0.1%
AWM
492
Axxcess Wealth Management
California
$644K +$307K +9,847 +91%
VFM
493
Valley Financial Management
New York
$641K -$269K -8,615 -30%
AOWM
494
Alpha Omega Wealth Management
Virginia
$638K +$1.81K +58 +0.3%
DIA
495
Dana Investment Advisors
Wisconsin
$636K +$72.5K +2,323 +13%
FMC
496
First Merchants Corp
Indiana
$634K -$55.4K -1,775 -8%
SBIA
497
Sheaff Brock Investment Advisors
Indiana
$632K -$29.5K -946 -4%
AF
498
Allworth Financial
California
$631K +$20.6K +660 +3%
WAM
499
Weatherly Asset Management
California
$629K -$79.2K -2,538 -11%
GFS
500
GYL Financial Synergies
Connecticut
$629K -$23.1K -739 -4%