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iShares Preferred and Income Securities ETF

953 hedge funds and large institutions have $4.92B invested in iShares Preferred and Income Securities ETF in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 333 increasing their positions, 401 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
953
Holders Change
-3
Holders Change %
-0.31%
% of All Funds
15.19%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.54%
New
84
Increased
333
Reduced
401
Closed
76
Calls
$17M
Puts
$12M
Net Calls
+$5.02M
Net Calls Change
+$5.34M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
576
Stolper & Co
Oklahoma
$447K -$6.64K -220 -1%
GWSG
577
GPS Wealth Strategies Group
Colorado
$443K -$573 -19 -0.1%
AWM
578
Avior Wealth Management
Nebraska
$443K -$62.2K -2,062 -12%
WHC
579
Wulff, Hansen & Co
California
$441K
MLA
580
My Legacy Advisors
Oregon
$441K -$42.5K -1,499 -9%
VST
581
Van Strum & Towne
California
$438K -$196K -6,500 -31%
FHA
582
Flagship Harbor Advisors
Massachusetts
$437K +$7.9K +262 +2%
WCG
583
Weaver Consulting Group
California
$437K -$15.5K -513 -3%
MC
584
Moors & Cabot
Massachusetts
$437K -$184K -6,103 -30%
JCM
585
Jacobi Capital Management
Pennsylvania
$435K +$90 +3 +0%
MWM
586
Meridian Wealth Management
Kentucky
$435K +$218K +7,233 +101%
SBH
587
Segall Bryant & Hamill
Illinois
$434K +$9.2K +305 +2%
EWA
588
Evolution Wealth Advisors
Florida
$433K
IFO
589
Independent Family Office
New York
$433K
LWM
590
LJI Wealth Management
Indiana
$432K +$62.3K +2,067 +17%
FFG
591
Fortem Financial Group
California
$430K -$2.41K -80 -0.6%
ST
592
Smithfield Trust
Pennsylvania
$428K -$4.45K -145 -1%
GEA
593
Glen Eagle Advisors
New Jersey
$427K
EGA
594
E&G Advisors
Texas
$426K -$10.9K -362 -3%
BCM
595
Bluefin Capital Management
New York
$422K +$422K +14,000 New
AMM
596
American Money Management
California
$421K -$6.48K -215 -2%
GLA
597
Good Life Advisors
Pennsylvania
$421K +$2.47K +82 +0.6%
PIM
598
Penobscot Investment Management
Massachusetts
$418K +$418K +13,850 New
LWMG
599
Levy Wealth Management Group
Pennsylvania
$416K +$3.44K +114 +0.8%
PWLP
600
Prio Wealth Limited Partnership
Massachusetts
$413K