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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 %
AWM
476
Axxcess Wealth Management
California
$864K -$70.3K -2,117 -8%
BTI
477
Blue Trust Inc
Georgia
$863K +$94.9K +3,007 +12%
TYCC
478
Texas Yale Capital Corp
Florida
$857K -$698 -21 -0.1%
PFBT
479
Parkside Financial Bank & Trust
Missouri
$852K +$1.73K +52 +0.2%
PCM
480
Palisade Capital Management
New Jersey
$847K +$847K +25,500 New
IPA
481
Investment Planning Advisors
Georgia
$842K
FCI
482
Financial Counselors Inc
Kansas
$840K -$18.8K -567 -2%
PWLP
483
Prio Wealth Limited Partnership
Massachusetts
$838K
CSPIA
484
Cary Street Partners Investment Advisory
Virginia
$832K +$137K +4,126 +20%
BCM
485
Bowie Capital Management
Texas
$831K -$465K -14,000 -36%
JCM
486
Jacobi Capital Management
Pennsylvania
$817K +$134K +4,040 +20%
HW
487
Hancock Whitney
Mississippi
$807K -$140K -4,216 -15%
OCM
488
One Capital Management
California
$807K -$3.98M -119,649 -83%
CIA
489
Capital Investment Advisors
Georgia
$806K -$123K -3,689 -13%
PIM
490
Penobscot Investment Management
Massachusetts
$805K +$4.42K +133 +0.6%
KA
491
Kovack Advisors
Florida
$803K +$113K +3,413 +16%
TCM
492
Traynor Capital Management
Pennsylvania
$803K +$142K +4,264 +21%
PJSIMP
493
P.J. Schmidt Investment Management (PJS)
Wisconsin
$802K +$15.9K +477 +2%
AF
494
Allworth Financial
California
$793K -$54.6K -1,644 -6%
TC
495
TownSquare Capital
Utah
$789K -$46.4K -1,395 -6%
SFP
496
Strategic Financial Partners
Oregon
$786K -$8.47K -255 -1%
LIA
497
LBMC Investment Advisors
Tennessee
$780K
CA
498
CGN Advisors
Kansas
$780K -$47.7K -1,436 -6%
SAM
499
Sawgrass Asset Management
Florida
$777K +$135K +4,048 +21%
SFS
500
Sowell Financial Services
Arkansas
$776K -$127K -3,810 -14%