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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 %
TD Asset Management
476
TD Asset Management
Ontario, Canada
$766K +$766K +24,548 New
GDP
477
Great Diamond Partners
Maine
$763K +$11.9K +382 +2%
HIP
478
HUB Investment Partners
Texas
$761K -$165K -5,297 -18%
Pathstone Holdings
479
Pathstone Holdings
New Jersey
$760K +$760K +24,377 New
FHA
480
First Horizon Advisors
Tennessee
$759K -$1.31K -42 -0.2%
WJA
481
Willis Johnson & Associates
Texas
$754K +$139K +4,442 +23%
V
482
ViaWealth
Kansas
$752K -$51.5K -1,650 -6%
LA
483
Lifeworks Advisors
Michigan
$747K -$35.2K -1,130 -5%
WA
484
Wealthstar Advisors
Texas
$743K -$110K -3,521 -13%
RWIA
485
Roger Wittlin Investment Advisory
California
$742K +$17K +545 +2%
LIA
486
LBMC Investment Advisors
Tennessee
$732K
APP
487
Avantax Planning Partners
Iowa
$727K +$91K +2,918 +14%
SS
488
Sunbelt Securities
Texas
$724K +$128K +4,088 +21%
TYCC
489
Texas Yale Capital Corp
Florida
$723K -$2.77M -88,745 -79%
LWA
490
Lineweaver Wealth Advisors
Ohio
$720K -$39.7K -1,274 -5%
SCG
491
Sonata Capital Group
Washington
$717K -$75.9K -2,432 -10%
VAM
492
Verity Asset Management
North Carolina
$715K +$4.06K +130 +0.6%
BFG
493
Beacon Financial Group
Texas
$713K +$367K +11,758 +106%
NGA
494
Naples Global Advisors
Florida
$709K +$199K +6,380 +39%
CSB
495
City State Bank
Iowa
$699K -$14K -450 -2%
BWP
496
Balboa Wealth Partners
Arizona
$697K +$39K +1,249 +6%
DCM
497
Delta Capital Management
New Jersey
$697K
PA
498
PFG Advisors
Arizona
$694K -$20.9K -671 -3%
OCM
499
Objective Capital Management
Ohio
$692K +$351K +11,244 +103%
TWC
500
TD Waterhouse Canada
Ontario, Canada
$692K +$110K +3,526 +19%