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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 %
RSC
501
Red Spruce Capital
Pennsylvania
$776K +$96.1K +2,891 +14%
CAL
502
Capital Advisors Ltd
Ohio
$773K +$49K +1,474 +7%
TSS
503
Two Sigma Securities
New York
$763K -$127K -3,810 -14%
BCWM
504
Bartlett & Co Wealth Management
Ohio
$762K -$97.9K -2,945 -11%
CAM
505
Carret Asset Management
New York
$761K +$31.9K +959 +4%
BWAM
506
Boyd Watterson Asset Management
Ohio
$754K +$1.33K +40 +0.2%
CHA
507
Carmichael Hill & Associates
Maryland
$751K -$19.5K -588 -3%
LWA
508
Lineweaver Wealth Advisors
Ohio
$746K
SWP
509
Summit Wealth Partners
Florida
$743K -$5.68K -171 -0.8%
Nomura Asset Management
510
Nomura Asset Management
Japan
$741K
RIA
511
Richwood Investment Advisors
Ohio
$736K -$27.9K -840 -4%
DA
512
Dover Advisors
Virginia
$731K +$21.6K +650 +3%
PCM
513
Pennsylvania Capital Management
Pennsylvania
$728K
WC
514
Whitney & Co
New York
$727K -$5.15K -155 -0.7%
CSB
515
City State Bank
Iowa
$723K -$21.6K -650 -3%
SCG
516
Sonata Capital Group
Washington
$720K -$36.9K -1,110 -5%
BAM
517
Belpointe Asset Management
Nevada
$717K +$450K +13,537 +168%
DCM
518
Delta Capital Management
New Jersey
$715K -$4.32K -130 -0.6%
Cohen & Steers
519
Cohen & Steers
New York
$714K -$32.4M -976,447 -98%
AOWM
520
Alpha Omega Wealth Management
Virginia
$714K +$9.07K +273 +1%
FCA
521
FinTrust Capital Advisors
South Carolina
$712K +$6.95K +209 +1%
PCS
522
Private Client Services
Kentucky
$708K +$49K +1,476 +7%
CCP
523
Clarity Capital Partners
California
$701K -$13.3K -399 -2%
AAMC
524
Asset Allocation & Management Company
Illinois
$698K
SCI
525
Stableford Capital II
Arizona
$698K -$1.63K -49 -0.2%