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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 %
RC
576
Reik & Co
New York
$460K
RCA
577
Ranch Capital Advisors
Florida
$459K -$24.9K -797 -5%
ICG
578
InterOcean Capital Group
Tennessee
$459K +$25K +800 +6%
FHC
579
First Heartland Consultants
Missouri
$458K -$3.19K -102 -0.7%
WHC
580
Wulff, Hansen & Co
California
$457K
SM
581
Sweeney & Michel
California
$456K +$456K +14,730 New
WIM
582
Westside Investment Management
California
$452K +$31 +1 +0%
ST
583
Smithfield Trust
Pennsylvania
$452K -$183K -5,785 -29%
EGA
584
E&G Advisors
Texas
$452K
AMM
585
American Money Management
California
$452K -$26.5K -850 -6%
GWSG
586
GPS Wealth Strategies Group
Colorado
$450K +$94 +3 +0%
IP
587
Ignite Planners
California
$450K +$4.29K +138 +1%
IFO
588
Independent Family Office
New York
$448K
FNBT
589
FineMark National Bank & Trust
Florida
$448K +$44.2K +1,415 +11%
FFG
590
Fortem Financial Group
California
$447K -$140K -4,500 -24%
WP
591
WealthPLAN Partners
Nebraska
$445K -$265K -8,490 -37%
EWA
592
Evolution Wealth Advisors
Florida
$439K
FT
593
Fiduciary Trust
Massachusetts
$439K
JCM
594
Jacobi Capital Management
Pennsylvania
$436K +$29.9K +959 +7%
CIA
595
Capital Investment Advisors
Georgia
$436K +$41.4K +1,325 +10%
PMG
596
ProVise Management Group
Florida
$434K -$2.09K -67 -0.5%
BA
597
Bristlecone Advisors
Washington
$433K
GEA
598
Glen Eagle Advisors
New Jersey
$432K -$15.6K -500 -3%
HL
599
HeadInvest LLC
Maine
$429K
CWM
600
Chemistry Wealth Management
New York
$428K -$9.43K -302 -2%