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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 %
Northern Trust
476
Northern Trust
Illinois
$851K -$689K -21,363 -45%
SRC
477
Sage Rhino Capital
California
$847K +$11.7K +363 +1%
MA
478
Montag & Associates
Georgia
$840K -$6.12K -190 -0.7%
SCM
479
Sage Capital Management
New Jersey
$828K +$33.9K +1,052 +4%
PA
480
Pinnacle Associates
New York
$821K +$113K +3,505 +16%
IAG
481
Investment Advisory Group
Massachusetts
$816K -$1.42K -44 -0.2%
PWLP
482
Prio Wealth Limited Partnership
Massachusetts
$813K -$27.9K -866 -3%
GI
483
GAMMA Investing
California
$808K +$808K +25,078 New
FT
484
Fiduciary Trust
Massachusetts
$804K
IA
485
IFP Advisors
Florida
$803K -$72.6K -2,254 -8%
FLPIM
486
F.L. Putnam Investment Management
Massachusetts
$801K -$2.09M -64,868 -72%
RIA
487
Richwood Investment Advisors
Ohio
$796K -$55.9K -1,733 -7%
APP
488
Avantax Planning Partners
Iowa
$794K +$43K +1,333 +6%
SFP
489
Strategic Financial Partners
Oregon
$793K -$32.1K -995 -4%
HIP
490
HUB Investment Partners
Texas
$786K -$419 -13 -0.1%
BTI
491
Blue Trust Inc
Georgia
$785K +$198K +6,135 +34%
CAL
492
Capital Advisors Ltd
Ohio
$783K +$133K +4,116 +20%
OA
493
Operose Advisors
Wisconsin
$780K -$876K -27,179 -53%
WA
494
Wealthstar Advisors
Texas
$774K +$6.06K +188 +0.8%
FAIM
495
Financial Advocates Investment Management
Washington
$774K -$170K -5,241 -18%
OCM
496
Objective Capital Management
Ohio
$773K +$57.4K +1,782 +8%
FHA
497
First Horizon Advisors
Tennessee
$771K -$13.7K -424 -2%
KWS
498
Keystone Wealth Services
California
$769K +$63.2K +1,960 +9%
TD Asset Management
499
TD Asset Management
Ontario, Canada
$765K -$26.4K -820 -3%
WJA
500
Willis Johnson & Associates
Texas
$762K -$16.8K -522 -2%