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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 %
LMKC
501
L.M. Kohn & Company
Ohio
$628K +$4.96K +159 +0.8%
AA
502
Aire Advisors
California
$627K -$544K -17,434 -46%
PVM
503
Palogic Value Management
Texas
$624K
FCA
504
FinTrust Capital Advisors
South Carolina
$623K
FFA
505
Farther Finance Advisors
California
$622K +$284K +9,112 +84%
CA
506
CGN Advisors
Kansas
$618K +$29K +929 +5%
PA
507
Procyon Advisors
Connecticut
$617K +$4.93K +158 +0.8%
CPA
508
Cardiff Park Advisors
California
$616K +$5.65K +181 +0.9%
APP
509
Avantax Planning Partners
Iowa
$612K -$30.2K -967 -5%
IFA
510
Interactive Financial Advisors
Illinois
$606K -$17.7K -567 -3%
CAWM
511
Capital Advisors Wealth Management
Washington
$602K +$164K +5,239 +37%
AA
512
Advisory Alpha
Michigan
$601K +$601K +19,253 New
MSFS
513
Main Street Financial Solutions
Pennsylvania
$597K +$15.4K +492 +3%
BCA
514
Bay Colony Advisors
Massachusetts
$593K -$314K -10,148 -35%
VA
515
Valmark Advisers
Ohio
$592K +$38.8K +1,244 +7%
NA
516
Nottingham Advisors
New York
$592K -$1.56K -50 -0.3%
Kayne Anderson Rudnick Investment Management
517
Kayne Anderson Rudnick Investment Management
California
$589K +$79.3K +2,544 +16%
First Manhattan
518
First Manhattan
New York
$588K
MLA
519
My Legacy Advisors
Oregon
$586K -$79.7K -2,566 -12%
BC
520
Burney Company
Virginia
$586K +$26.1K +837 +5%
WJA
521
Willis Johnson & Associates
Texas
$585K
BL
522
BCWM LLC
Kansas
$583K +$47.8K +1,531 +9%
JAG
523
Journey Advisory Group
Kentucky
$582K +$169K +5,417 +41%
SMC
524
Smith, Moore & Co
Missouri
$581K +$15.4K +493 +3%
BC
525
Barrett & Company
Rhode Island
$580K +$562 +18 +0.1%