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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
14.6%
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 %
CKAIS
551
Christensen King & Associates Investment Services
Washington
$632K -$23.2K -697 -4%
I
552
INVST
Indiana
$631K -$84.9K -2,556 -12%
AAM
553
Advisors Asset Management
Colorado
$629K +$78.5K +2,362 +14%
AGWCA
554
Annis Gardner Whiting Capital Advisors
Florida
$628K +$133K +4,000 +27%
ORC
555
O'Rourke & Company
Massachusetts
$620K +$112K +3,378 +22%
LA
556
Lifeworks Advisors
Michigan
$619K -$85.1K -2,562 -12%
ECM
557
Evergreen Capital Management
Washington
$619K
WW
558
Westshore Wealth
California
$617K -$140K -4,206 -18%
LC
559
Lindbrook Capital
California
$612K +$355K +10,678 +138%
VWA
560
VERITY Wealth Advisors
United States
$611K
CC
561
Cornerstone Capital
California
$607K -$9.47K -285 -2%
CL
562
Choreo LLC
Illinois
$605K +$35K +1,049 +6%
EAMA
563
EFG Asset Management (Americas)
Florida
$603K -$454K -13,669 -43%
PAG
564
Powers Advisory Group
Illinois
$600K +$532 +16 +0.1%
EW
565
Evoke Wealth
California
$599K +$599K +18,027 New
FWM
566
Finer Wealth Management
Massachusetts
$599K -$329K -9,898 -35%
VWM
567
Valley Wealth Managers
New Jersey
$596K -$613K -18,453 -51%
LA
568
Lane & Associates
New Jersey
$593K -$79.9K -2,403 -12%
BIA
569
Barry Investment Advisors
Massachusetts
$590K +$2.63K +79 +0.4%
JFG
570
Jefferies Financial Group
New York
$589K -$10.4K -312 -2%
Pathstone Holdings
571
Pathstone Holdings
New Jersey
$586K
Qube Research & Technologies (QRT)
572
Qube Research & Technologies (QRT)
United Kingdom
$582K +$278K +8,353 +91%
CPA
573
Cardiff Park Advisors
California
$581K -$77.2K -2,323 -12%
WCM
574
Whitener Capital Management
North Carolina
$576K +$190K +5,721 +49%
FHA
575
First Horizon Advisors
Tennessee
$575K +$6.15K +185 +1%