PFF icon

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 %
EAM
526
Everstar Asset Management
North Carolina
$695K +$695K +20,905 New
IAN
527
Integrated Advisors Network
Texas
$692K -$163K -4,902 -19%
NW
528
NewEdge Wealth
Pennsylvania
$687K -$7.68M -231,052 -92%
BFG
529
Beacon Financial Group
Texas
$686K +$5.25K +158 +0.8%
PA
530
Pinnacle Associates
New York
$686K -$157K -5,043 -19%
LWM
531
LJI Wealth Management
Indiana
$685K +$49.3K +1,485 +8%
MA
532
MONECO Advisors
Connecticut
$683K +$300K +9,036 +78%
SCA
533
STALEY CAPITAL ADVISERS
Pennsylvania
$681K
BF
534
BOK Financial
Oklahoma
$677K -$27.1K -815 -4%
FLPIM
535
F.L. Putnam Investment Management
Massachusetts
$671K -$51.9K -1,562 -7%
RMAM
536
Raab & Moskowitz Asset Management
New Jersey
$669K -$47.3K -1,422 -7%
PVM
537
Palogic Value Management
Texas
$666K
IWM
538
IHT Wealth Management
Illinois
$665K -$318K -9,558 -32%
MCA
539
MSH Capital Advisors
Arizona
$662K +$13.6K +410 +2%
MWM
540
Melfa Wealth Management
Massachusetts
$658K -$20K -601 -3%
TPA
541
Trivium Point Advisory
Connecticut
$657K -$36.5K -1,116 -5%
AUB
542
Atlantic Union Bankshares
Virginia
$649K +$78.6K +2,366 +14%
CAAS
543
Capital Asset Advisory Services
Michigan
$646K -$38.9K -1,174 -6%
EDRH
544
Edmond de Rothschild Holding
Switzerland
$645K -$59.7K -1,798 -8%
HVM
545
Harvest Volatility Management
Connecticut
$642K
VA
546
Valmark Advisers
Ohio
$636K +$9.17K +276 +1%
FMII
547
Farmers & Merchants Investments Inc
Nebraska
$636K
Renaissance Technologies
548
Renaissance Technologies
New York
$635K +$635K +19,100 New
SWP
549
Strategic Wealth Partners
Ohio
$634K +$51.5K +1,549 +9%
NSIM
550
North Star Investment Management
Illinois
$633K +$175K +5,257 +38%