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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 %
TAM
526
Titleist Asset Management
Texas
$689K +$689K +21,389 New
PCS
527
Private Client Services
Kentucky
$688K +$612 +19 +0.1%
IWM
528
Integris Wealth Management
California
$687K -$10.7K -332 -2%
PIM
529
Penobscot Investment Management
Massachusetts
$686K +$137K +4,250 +25%
GIA
530
Gladstone Institutional Advisory
Florida
$686K -$114K -3,535 -14%
EDRH
531
Edmond de Rothschild Holding
Switzerland
$684K -$242K -7,507 -26%
RFA
532
Resurgent Financial Advisors
Georgia
$681K +$342K +10,603 +101%
CA
533
CGN Advisors
Kansas
$679K +$31.2K +969 +5%
AAMC
534
Asset Allocation & Management Company
Illinois
$677K
AOWM
535
Alpha Omega Wealth Management
Virginia
$675K +$96.4K +2,990 +17%
SCI
536
Stableford Capital II
Arizona
$675K -$21.9K -680 -3%
PJSIMP
537
P.J. Schmidt Investment Management (PJS)
Wisconsin
$672K +$112K +3,467 +20%
FHA
538
Flagship Harbor Advisors
Massachusetts
$672K +$213K +6,596 +46%
TI
539
Tidal Investments
Wisconsin
$671K -$297K -9,221 -31%
CFG
540
Carr Financial Group
Massachusetts
$666K -$227K -7,041 -25%
CAAS
541
Capital Asset Advisory Services
Michigan
$665K +$386K +12,040 +138%
BL
542
BCWM LLC
Kansas
$662K -$4.03K -125 -0.6%
DA
543
Detalus Advisors
Missouri
$661K -$9.6K -298 -1%
SCA
544
STALEY CAPITAL ADVISERS
Pennsylvania
$661K -$22.6K -700 -3%
CKAIS
545
Christensen King & Associates Investment Services
Washington
$658K -$25.5K -790 -4%
CC
546
Cornerstone Capital
California
$656K -$883K -27,384 -57%
CA
547
Cumberland Advisors
Florida
$656K
IAG
548
Investmark Advisory Group
Connecticut
$655K +$64K +1,985 +11%
FCA
549
FinTrust Capital Advisors
South Carolina
$643K +$29.1K +902 +5%
BIA
550
Barry Investment Advisors
Massachusetts
$637K -$21.8K -675 -3%