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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 %
PTC
526
Private Trust Company
Ohio
$637K -$46.5K -1,492 -7%
CA
527
Cumberland Advisors
Florida
$634K -$20.9K -670 -3%
MWM
528
Mission Wealth Management
California
$632K -$136K -4,362 -18%
USCWA
529
U.S. Capital Wealth Advisors
Texas
$632K -$502K -16,082 -44%
CAL
530
Capital Advisors Ltd
Ohio
$630K -$25.8K -828 -4%
CA
531
CGN Advisors
Kansas
$627K +$67.4K +2,161 +12%
National Bank of Canada
532
National Bank of Canada
Quebec, Canada
$625K -$23.5K -753 -4%
FHC
533
First Heartland Consultants
Missouri
$621K +$197K +6,326 +47%
PFBT
534
Parkside Financial Bank & Trust
Missouri
$616K +$616K +19,736 New
MAWAG
535
Mid-American Wealth Advisory Group
Missouri
$615K -$42.7K -1,370 -6%
SIC
536
Salem Investment Counselors
North Carolina
$615K -$1.31M -42,150 -68%
ACIM
537
Azimuth Capital Investment Management
Michigan
$614K -$240K -7,700 -28%
RMAM
538
Raab & Moskowitz Asset Management
New Jersey
$613K -$92.8K -2,974 -13%
WCM
539
Windham Capital Management
Massachusetts
$611K -$22.4K -719 -4%
BC
540
Burney Company
Virginia
$610K -$1.47K -47 -0.2%
PVM
541
Palogic Value Management
Texas
$605K
HVM
542
Harvest Volatility Management
Connecticut
$603K
DFCM
543
Dark Forest Capital Management
Puerto Rico
$603K +$603K +19,329 New
RCM
544
RMR Capital Management
California
$602K +$602K +19,294 New
CCP
545
Clarity Capital Partners
California
$600K +$600K +19,241 New
CRC
546
Curi RMB Capital
Illinois
$598K +$251K +8,033 +72%
LAM
547
LifePro Asset Management
California
$598K -$14K -450 -2%
Tudor Investment Corp
548
Tudor Investment Corp
Connecticut
$597K +$597K +19,133 New
IIC
549
Ironwood Investment Counsel
Arizona
$596K -$105K -3,359 -15%
FCA
550
FinTrust Capital Advisors
South Carolina
$594K +$2.84K +91 +0.5%