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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 %
AWM
551
Axxcess Wealth Management
California
$593K +$311K +9,985 +111%
SWM
552
SeaCrest Wealth Management
New York
$587K -$87.9K -2,826 -13%
MC
553
Moors & Cabot
Massachusetts
$587K +$135K +4,315 +30%
LWM
554
LJI Wealth Management
Indiana
$583K +$136K +4,373 +31%
MSFS
555
Main Street Financial Solutions
Pennsylvania
$582K -$1.19K -38 -0.2%
SS
556
Simplicity Solutions
Minnesota
$578K -$28.5K -915 -5%
SMC
557
Smith, Moore & Co
Missouri
$573K -$2.65K -85 -0.5%
VWM
558
Vigilare Wealth Management
Arizona
$573K +$573K +18,365 New
LMKC
559
L.M. Kohn & Company
Ohio
$572K -$26.1K -837 -4%
IAG
560
Investmark Advisory Group
Connecticut
$572K -$10K -322 -2%
WP
561
WealthSource Partners
California
$569K -$125K -4,000 -18%
AF
562
Allworth Financial
California
$568K -$66.3K -2,127 -10%
MCA
563
MSH Capital Advisors
Arizona
$564K +$160K +5,135 +40%
JAG
564
Journey Advisory Group
Kentucky
$562K -$9.36K -300 -2%
AUB
565
Atlantic Union Bankshares
Virginia
$561K -$89K -2,853 -14%
AOWM
566
Alpha Omega Wealth Management
Virginia
$560K +$12.8K +411 +2%
M&T Bank
567
M&T Bank
New York
$559K -$355K -11,378 -39%
FPAS
568
Focus Partners Advisor Solutions
Missouri
$557K -$151K -4,836 -21%
PJSIMP
569
P.J. Schmidt Investment Management (PJS)
Wisconsin
$556K +$224K +7,011 +68%
PFS
570
Prospect Financial Services
New York
$553K +$553K +17,736 New
NA
571
Nottingham Advisors
New York
$552K
RSC
572
Red Spruce Capital
Pennsylvania
$551K -$62.6K -2,008 -10%
AWA
573
Arete Wealth Advisors
Illinois
$550K -$178K -5,705 -24%
FPGK
574
Financial Partners Group (Kansas)
Kansas
$549K -$91.5K -2,934 -14%
PRI
575
Prepared Retirement Institute
Pennsylvania
$549K +$549K +17,606 New