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iShares Preferred and Income Securities ETF

1,035 hedge funds and large institutions have $6.21B invested in iShares Preferred and Income Securities ETF in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 394 increasing their positions, 392 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,035
Holders Change
+12
Holders Change %
+1.17%
% of All Funds
15%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.52%
New
100
Increased
394
Reduced
392
Closed
74
Calls
$14.5M
Puts
$24M
Net Calls
-$9.46M
Net Calls Change
-$9.47M
Name Holding Trade Value Shares
Change
Shares
Change %
EW
576
Evoke Wealth
California
$592K +$592K +18,377 New
VWM
577
Vigilare Wealth Management
Arizona
$592K
NYLIM
578
New York Life Investment Management
New York
$592K +$592K +18,359 New
Pathstone Holdings
579
Pathstone Holdings
New Jersey
$585K -$201K -6,224 -26%
KA
580
Kovack Advisors
Florida
$584K -$227K -7,036 -28%
NP
581
NorthRock Partners
Minnesota
$582K -$123K -3,812 -17%
EFG
582
Ethos Financial Group
Pennsylvania
$582K +$183K +5,678 +46%
SIC
583
Salem Investment Counselors
North Carolina
$581K -$54.8K -1,700 -9%
WAS
584
Wealth Advisory Solutions
Indiana
$580K +$580K +18,007 New
JCM
585
Jacobi Capital Management
Pennsylvania
$576K +$57K +1,770 +11%
JAG
586
Journey Advisory Group
Kentucky
$575K -$6.45K -200 -1%
CWP
587
Cyndeo Wealth Partners
Florida
$575K +$108K +3,344 +23%
JWBC
588
J.W. Burns & Co
New York
$570K -$142K -4,393 -20%
FPGK
589
Financial Partners Group (Kansas)
Kansas
$568K +$32 +1 +0%
MCA
590
MSH Capital Advisors
Arizona
$562K -$20.5K -635 -4%
NA
591
Nottingham Advisors
New York
$562K -$8.03K -249 -1%
SMC
592
Smith, Moore & Co
Missouri
$551K -$41.1K -1,275 -7%
EIP
593
Easterly Investment Partners
Massachusetts
$550K -$32 -1 -0%
TWM
594
Tradition Wealth Management
Minnesota
$550K
BRM
595
Boston Research & Management
Massachusetts
$545K -$17.8K -552 -3%
JIC
596
Joel Isaacson & Co
New York
$542K +$22K +682 +4%
FI
597
Financial Insights
Washington
$537K +$208K +6,450 +63%
AI
598
Auour Investments
Massachusetts
$535K +$37.8K +1,173 +8%
PAG
599
Powers Advisory Group
Illinois
$534K -$31.6K -979 -6%
PCA
600
Pallas Capital Advisors
Massachusetts
$532K +$26.4K +819 +5%