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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 %
JC
551
JB Capital
Connecticut
$511K -$484K -15,513 -49%
BTWM
552
Baker Tilly Wealth Management
Wisconsin
$509K -$687 -22 -0.1%
SIS
553
Strategic Investment Solutions
Illinois
$505K -$402K -12,864 -44%
VVP
554
Venture Visionary Partners
Ohio
$503K +$41.2K +1,321 +9%
PAG
555
Powers Advisory Group
Illinois
$501K -$27.2K -872 -5%
BTI
556
Blue Trust Inc
Georgia
$501K -$31.4K -1,030 -6%
FWIA
557
Fort Washington Investment Advisors
Ohio
$500K
CSIA
558
Charles Schwab Investment Advisory
California
$497K +$497K +15,928 New
MFG
559
Midwest Financial Group
Kansas
$497K +$497K +15,926 New
Nuveen Asset Management
560
Nuveen Asset Management
Illinois
$494K -$14.3M -458,738 -97%
OAM
561
Occidental Asset Management
California
$491K -$2.95M -94,422 -86%
BHWM
562
Bar Harbor Wealth Management
New Hampshire
$488K
CIC
563
Cutler Investment Counsel
Oregon
$483K -$38.9K -1,245 -7%
PBF
564
Petix & Botte Financial
California
$483K +$483K +15,479 New
EL
565
EQ LLC
Washington
$482K -$21.6K -692 -4%
GSC
566
Grey Street Capital
Illinois
$481K +$481K +15,417 New
RSWM
567
Robertson Stephens Wealth Management
California
$481K +$231K +7,401 +93%
SC
568
Stolper & Co
Oklahoma
$480K +$42.2K +1,352 +10%
CWP
569
Core Wealth Partners
California
$480K +$416K +13,327 +651%
FLPIM
570
F.L. Putnam Investment Management
Massachusetts
$474K -$90.2K -2,888 -16%
CL
571
Choreo LLC
Illinois
$473K +$473K +15,157 New
SA
572
Sunesis Advisors
Kansas
$472K +$472K +15,105 New
WCG
573
Weaver Consulting Group
California
$469K -$7.81K -250 -2%
LWMG
574
Levy Wealth Management Group
Pennsylvania
$467K +$2.56K +82 +0.6%
MCA
575
Magnolia Capital Advisors
Mississippi
$465K -$52.7K -1,689 -10%