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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 %
AWA
501
Arete Wealth Advisors
Illinois
$761K +$193K +5,984 +34%
LIA
502
LBMC Investment Advisors
Tennessee
$757K
TYCC
503
Texas Yale Capital Corp
Florida
$753K +$6.12K +190 +0.8%
AF
504
Allworth Financial
California
$747K +$160K +4,978 +27%
LWA
505
Lineweaver Wealth Advisors
Ohio
$744K
SCG
506
Sonata Capital Group
Washington
$741K +$773 +24 +0.1%
CHA
507
Carmichael Hill & Associates
Maryland
$740K +$42.3K +1,313 +6%
VAM
508
Verity Asset Management
North Carolina
$738K -$516 -16 -0.1%
SS
509
Sunbelt Securities
Texas
$734K -$14.7K -456 -2%
VV
510
Verity & Verity
South Carolina
$732K +$732K +22,726 New
SWP
511
Summit Wealth Partners
Florida
$731K -$111K -3,433 -13%
DA
512
Dover Advisors
Virginia
$731K +$731K +22,679 New
HW
513
Hancock Whitney
Mississippi
$731K +$480K +14,892 +191%
V
514
ViaWealth
Kansas
$724K -$52.5K -1,628 -7%
CSB
515
City State Bank
Iowa
$722K
DCM
516
Delta Capital Management
New Jersey
$720K
BWP
517
Balboa Wealth Partners
Arizona
$720K -$709 -22 -0.1%
CAM
518
Carret Asset Management
New York
$719K +$48.6K +1,507 +7%
KOMWMG
519
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$717K -$299K -9,274 -29%
WSFS
520
Wilmington Savings Fund Society
Delaware
$708K +$708K +21,957 New
KWM
521
Keating Wealth Management
Colorado
$707K
BFG
522
Beacon Financial Group
Texas
$705K -$31.4K -974 -4%
RMAM
523
Raab & Moskowitz Asset Management
New Jersey
$702K +$68.4K +2,121 +11%
LA
524
Lifeworks Advisors
Michigan
$695K -$77K -2,390 -10%
WC
525
Whitney & Co
New York
$694K -$176K -5,450 -20%