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iShares Preferred and Income Securities ETF

1,023 hedge funds and large institutions have $5.91B invested in iShares Preferred and Income Securities ETF in 2023 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 320 increasing their positions, 431 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,023
Holders Change
+70
Holders Change %
+7.35%
% of All Funds
15%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.47%
New
164
Increased
320
Reduced
431
Closed
79
Calls
$16.6M
Puts
$16.6M
Net Calls
+$13K
Net Calls Change
-$5M
Name Holding Trade Value Shares
Change
Shares
Change %
BTI
576
Blue Trust Inc
Georgia
$549K
PAG
577
Powers Advisory Group
Illinois
$547K +$21.7K +697 +4%
BRM
578
Boston Research & Management
Massachusetts
$545K -$150K -4,808 -22%
Susquehanna International Group
579
Susquehanna International Group
Pennsylvania
$540K -$5.9M -189,113 -92%
CSPAM
580
Cary Street Partners Asset Management
Virginia
$538K +$538K +17,241 New
WE
581
Wealth Effects
Massachusetts
$536K +$536K +17,199 New
AAP
582
Arax Advisory Partners
Colorado
$534K -$72.5K -2,326 -12%
EIP
583
Easterly Investment Partners
Massachusetts
$533K -$197K -6,321 -27%
TWM
584
Tradition Wealth Management
Minnesota
$532K -$32.7K -1,049 -6%
PIM
585
Penobscot Investment Management
Massachusetts
$532K +$99.8K +3,200 +23%
PWM
586
Proathlete Wealth Management
Florida
$529K +$529K +16,968 New
VA
587
Valmark Advisers
Ohio
$518K -$39.9K -1,278 -7%
ECM
588
Evergreen Capital Management
Washington
$516K -$56.9K -1,824 -10%
CCA
589
Cadent Capital Advisors
Oklahoma
$514K -$5.59M -179,071 -92%
TCM
590
Traynor Capital Management
Pennsylvania
$513K -$177K -5,671 -26%
BTWM
591
Baker Tilly Wealth Management
Wisconsin
$513K
GI
592
GLOBALT Investments
Georgia
$511K +$511K +16,394 New
TFP
593
Traction Financial Partners
Wyoming
$510K +$510K +16,364 New
JIC
594
Joel Isaacson & Co
New York
$503K -$51.6K -1,653 -9%
JCM
595
Jacobi Capital Management
Pennsylvania
$502K +$51.8K +1,661 +12%
TPWM
596
Twelve Points Wealth Management
Massachusetts
$501K -$72.5K -2,326 -13%
TCM
597
Triumph Capital Management
Colorado
$501K -$215K -6,887 -30%
FFA
598
Farther Finance Advisors
California
$499K -$233K -7,473 -32%
PWP
599
Perfromance Wealth Partners
Illinois
$495K -$4.43K -142 -0.9%
LWM
600
Lodestone Wealth Management
Washington
$494K +$2.25K +72 +0.5%