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iShares Preferred and Income Securities ETF

997 hedge funds and large institutions have $5.63B invested in iShares Preferred and Income Securities ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 376 increasing their positions, 394 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
-38
Holders Change %
-3.67%
% of All Funds
14.5%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.44%
New
74
Increased
376
Reduced
394
Closed
93
Calls
$11.7M
Puts
$40.6M
Net Calls
-$28.9M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
576
First Horizon Advisors
Tennessee
$540K -$214K -6,790 -28%
EIP
577
Easterly Investment Partners
Massachusetts
$539K
CL
578
Choreo LLC
Illinois
$535K +$114K +3,634 +27%
JIC
579
Joel Isaacson & Co
New York
$534K +$3.63K +115 +0.7%
SMC
580
Smith, Moore & Co
Missouri
$533K -$7.32K -232 -1%
AI
581
Auour Investments
Massachusetts
$532K +$8.65K +274 +2%
PCA
582
Pallas Capital Advisors
Massachusetts
$527K
TAM
583
Titleist Asset Management
Texas
$525K -$150K -4,744 -22%
AAM
584
Advisors Asset Management
Colorado
$523K +$53.1K +1,684 +11%
WIC
585
Woodmont Investment Counsel
Tennessee
$520K +$463K +14,679 +816%
TPW
586
Transatlantique Private Wealth
New York
$518K
FSA
587
Fort Sheridan Advisors
Illinois
$517K +$146K +4,625 +39%
FFA
588
Farther Finance Advisors
California
$516K +$11.9K +381 +2%
WAS
589
Wealth Advisory Solutions
Indiana
$510K -$58.2K -1,845 -10%
SWM
590
SeaCrest Wealth Management
New York
$506K +$252 +8 +0%
JWBC
591
J.W. Burns & Co
New York
$504K -$54.4K -1,725 -10%
BRM
592
Boston Research & Management
Massachusetts
$503K -$30.7K -975 -6%
AMBIA
593
Allen Mooney & Barnes Investment Advisors
Georgia
$501K +$2.27K +72 +0.5%
KLCM
594
KG&L Capital Management
Louisiana
$499K +$63.7K +2,019 +15%
AAP
595
Arax Advisory Partners
Colorado
$497K -$13.8K -436 -3%
BA
596
Brightwater Advisory
Florida
$494K +$494K +15,652 New
SC
597
Summa Corp
Texas
$492K
PWP
598
Perfromance Wealth Partners
Illinois
$489K -$9.69K -307 -2%
SC
599
Stolper & Co
Oklahoma
$486K +$11.7K +371 +2%
CFP
600
Cascade Financial Partners
California
$484K +$9.97K +316 +2%