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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 %
JWBC
501
J.W. Burns & Co
New York
$689K -$397K -12,725 -37%
PA
502
Pinnacle Associates
New York
$686K -$97.8K -3,135 -12%
CP
503
Canopy Partners
Ohio
$686K +$686K +21,980 New
KWM
504
Keating Wealth Management
Colorado
$684K +$684K +21,941 New
AWA
505
Arkadios Wealth Advisors
Georgia
$684K +$367K +11,767 +116%
Focus Partners Wealth
506
Focus Partners Wealth
Massachusetts
$683K +$683K +21,909 New
KWS
507
Keystone Wealth Services
California
$683K +$81.1K +2,600 +13%
NP
508
NorthRock Partners
Minnesota
$682K +$682K +21,873 New
SCI
509
Stableford Capital II
Arizona
$681K -$2.11K -67 -0.3%
SAM
510
Sawgrass Asset Management
Florida
$677K
IWM
511
Integris Wealth Management
California
$675K -$8.2K -263 -1%
CHA
512
Carmichael Hill & Associates
Maryland
$675K -$66.8K -2,141 -9%
DIA
513
Dana Investment Advisors
Wisconsin
$673K +$46.6K +1,494 +7%
PCS
514
Private Client Services
Kentucky
$665K +$665K +21,317 New
B
515
Bensler
Washington
$663K -$77.9K -2,496 -11%
SCA
516
STALEY CAPITAL ADVISERS
Pennsylvania
$661K -$109K -3,500 -14%
CKAIS
517
Christensen King & Associates Investment Services
Washington
$661K +$661K +21,193 New
AAMC
518
Asset Allocation & Management Company
Illinois
$655K
DA
519
Detalus Advisors
Missouri
$649K -$35K -1,122 -5%
CAM
520
Carret Asset Management
New York
$649K -$1.78K -57 -0.3%
CCM
521
Cox Capital Management
Massachusetts
$649K +$649K +20,805 New
AF
522
Apollon Financial
South Carolina
$646K +$646K +20,714 New
BL
523
BCWM LLC
Kansas
$645K +$26.7K +856 +4%
CPA
524
Cardiff Park Advisors
California
$644K +$12K +384 +2%
BIA
525
Barry Investment Advisors
Massachusetts
$638K +$638K +20,444 New