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iShares Preferred and Income Securities ETF

997 hedge funds and large institutions have $5.63B invested in iShares Preferred and Income Securities ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 376 increasing their positions, 394 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
-38
Holders Change %
-3.67%
% of All Funds
14.5%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.44%
New
74
Increased
376
Reduced
394
Closed
93
Calls
$11.7M
Puts
$40.6M
Net Calls
-$28.9M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
551
Sawgrass Asset Management
Florida
$610K
FMII
552
Farmers & Merchants Investments Inc
Nebraska
$604K +$556K +17,634 +1,176%
LWM
553
LJI Wealth Management
Indiana
$604K -$3.69K -117 -0.6%
FFS
554
Founders Financial Securities
Maryland
$598K +$182K +5,755 +44%
VA
555
Valmark Advisers
Ohio
$595K +$74.5K +2,360 +14%
WCM
556
Windham Capital Management
Massachusetts
$592K
ECM
557
Evergreen Capital Management
Washington
$587K -$7.73K -245 -1%
CC
558
Cornerstone Capital
California
$585K -$56.9K -1,805 -9%
VWA
559
VERITY Wealth Advisors
United States
$580K
SIC
560
Salem Investment Counselors
North Carolina
$578K +$9.47K +300 +2%
V
561
ViaWealth
Kansas
$573K -$136K -4,315 -19%
National Bank of Canada
562
National Bank of Canada
Quebec, Canada
$570K -$29.8K -953 -5%
PAG
563
Powers Advisory Group
Illinois
$569K +$46.4K +1,471 +9%
AWE
564
Avidian Wealth Enterprises
Texas
$569K -$17.8K -563 -3%
JFG
565
Jefferies Financial Group
New York
$569K +$267K +8,460 +88%
TWM
566
Tradition Wealth Management
Minnesota
$564K +$25.2K +798 +5%
BC
567
Burney Company
Virginia
$563K -$41.1K -1,304 -7%
CWP
568
Cyndeo Wealth Partners
Florida
$560K -$2.65K -84 -0.5%
BIA
569
Barry Investment Advisors
Massachusetts
$557K -$66.3K -2,103 -11%
Pathstone Holdings
570
Pathstone Holdings
New Jersey
$556K -$16.5K -524 -3%
SWP
571
Strategic Wealth Partners
Ohio
$553K -$47.2K -1,496 -8%
USCWA
572
U.S. Capital Wealth Advisors
Texas
$553K -$35.2K -1,117 -6%
FPGK
573
Financial Partners Group (Kansas)
Kansas
$552K -$3.25K -103 -0.6%
ACIM
574
Azimuth Capital Investment Management
Michigan
$551K -$39.4K -1,250 -7%
AUB
575
Atlantic Union Bankshares
Virginia
$541K -$57.7K -1,830 -10%