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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 %
FHC
551
First Heartland Consultants
Missouri
$636K -$5.68K -176 -0.9%
MWM
552
Mission Wealth Management
California
$635K -$18K -559 -3%
CPA
553
Cardiff Park Advisors
California
$630K -$35.3K -1,095 -5%
PVM
554
Palogic Value Management
Texas
$625K
RSC
555
Red Spruce Capital
Pennsylvania
$625K +$55.5K +1,721 +10%
HVM
556
Harvest Volatility Management
Connecticut
$623K
SAM
557
Sawgrass Asset Management
Florida
$623K -$77K -2,390 -11%
LWM
558
LJI Wealth Management
Indiana
$620K +$17.8K +553 +3%
PCP
559
Proficio Capital Partners
Massachusetts
$619K +$619K +19,205 New
CCP
560
Clarity Capital Partners
California
$618K -$2.55K -79 -0.4%
BC
561
Burney Company
Virginia
$618K -$12.3K -383 -2%
LAM
562
LifePro Asset Management
California
$617K -$967 -30 -0.2%
MWM
563
Melfa Wealth Management
Massachusetts
$616K +$261K +8,095 +74%
AF
564
Apollon Financial
South Carolina
$614K -$53.5K -1,659 -8%
SWP
565
Strategic Wealth Partners
Ohio
$613K +$228K +7,088 +59%
AUB
566
Atlantic Union Bankshares
Virginia
$612K +$32.2K +1,000 +6%
B
567
Bensler
Washington
$608K -$77.4K -2,400 -11%
ECM
568
Evergreen Capital Management
Washington
$608K +$74.5K +2,310 +14%
TCM
569
Traynor Capital Management
Pennsylvania
$606K +$76.1K +2,362 +14%
WCM
570
Windham Capital Management
Massachusetts
$604K -$27K -838 -4%
ACIM
571
Azimuth Capital Investment Management
Michigan
$603K -$32.2K -1,000 -5%
National Bank of Canada
572
National Bank of Canada
Quebec, Canada
$602K -$27.5K -875 -4%
USCWA
573
U.S. Capital Wealth Advisors
Texas
$601K -$51.9K -1,611 -8%
AWE
574
Avidian Wealth Enterprises
Texas
$599K +$93.5K +2,901 +18%
VWA
575
VERITY Wealth Advisors
United States
$592K +$308K +9,558 +108%