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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 %
TWM
526
Tradition Wealth Management
Minnesota
$579K -$306K -9,803 -35%
CWP
527
Cyndeo Wealth Partners
Florida
$578K +$137K +4,395 +31%
CAAS
528
Capital Asset Advisory Services
Michigan
$578K -$11.2K -358 -2%
WPC
529
Wedmont Private Capital
Pennsylvania
$575K +$6.37K +205 +1%
ECM
530
Evergreen Capital Management
Washington
$574K -$3.19M -102,099 -85%
WDG
531
Wealth Dimensions Group
Ohio
$570K +$570K +18,266 New
LWM
532
Lodestone Wealth Management
Washington
$568K +$1.47K +47 +0.3%
SW
533
SkyOak Wealth
Michigan
$563K -$62 -2 -0%
RSC
534
Red Spruce Capital
Pennsylvania
$554K +$7.49K +240 +1%
IF
535
Ironwood Financial
Arizona
$553K -$2.06K -66 -0.4%
DWMG
536
DB Wealth Management Group
California
$543K -$4.53K -145 -0.8%
AP
537
Atwood & Palmer
Missouri
$541K -$15.4K -492 -3%
NGA
538
Naples Global Advisors
Florida
$540K +$4.68K +150 +0.9%
IAG
539
Investment Advisory Group
Massachusetts
$539K +$6.06K +194 +1%
RWB
540
RMR Wealth Builders
New Jersey
$539K -$84.8K -2,716 -14%
CCA
541
Cadent Capital Advisors
Oklahoma
$528K -$26.4K -847 -5%
MM
542
Main Management
California
$525K -$525K -16,831 -50%
AMBIA
543
Allen Mooney & Barnes Investment Advisors
Georgia
$524K +$2.31K +74 +0.4%
AIS
544
AM Investment Strategies
Tennessee
$523K +$2.12K +68 +0.4%
RMAM
545
Raab & Moskowitz Asset Management
New Jersey
$522K +$522K +16,732 New
HSA
546
HBK Sorce Advisory
Pennsylvania
$520K -$779K -24,956 -60%
PWP
547
Perfromance Wealth Partners
Illinois
$519K -$49.4K -1,581 -9%
AWM
548
Avior Wealth Management
Nebraska
$515K -$37.9K -1,214 -7%
WANY
549
Wealthspire Advisors (New York)
New York
$514K
KA
550
Kovack Advisors
Florida
$512K -$426K -13,633 -45%