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iShares Preferred and Income Securities ETF

1,009 hedge funds and large institutions have $6.02B invested in iShares Preferred and Income Securities ETF in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 413 increasing their positions, 361 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
+12
Holders Change %
+1.2%
% of All Funds
14.59%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.45%
New
78
Increased
413
Reduced
361
Closed
53
Calls
$5.43M
Puts
$26.4M
Net Calls
-$21M
Net Calls Change
+$7.91M
Name Holding Trade Value Shares
Change
Shares
Change %
WAS
576
Wealth Advisory Solutions
Indiana
$572K +$35K +1,052 +7%
V
577
ViaWealth
Kansas
$568K -$34.9K -1,049 -6%
EIP
578
Easterly Investment Partners
Massachusetts
$567K
SIC
579
Salem Investment Counselors
North Carolina
$566K -$43.2K -1,300 -7%
WIC
580
Woodmont Investment Counsel
Tennessee
$566K +$18.1K +544 +3%
USCWA
581
U.S. Capital Wealth Advisors
Texas
$562K -$20.4K -615 -4%
CWP
582
Cyndeo Wealth Partners
Florida
$561K -$28.4K -856 -5%
JIC
583
Joel Isaacson & Co
New York
$561K -$1.89K -57 -0.3%
BC
584
Burney Company
Virginia
$548K -$45.7K -1,376 -8%
KLCM
585
KG&L Capital Management
Louisiana
$547K +$21.5K +646 +4%
IAG
586
Investmark Advisory Group
Connecticut
$545K -$144K -4,326 -21%
IA
587
IFP Advisors
Florida
$544K -$271K -8,156 -33%
TPW
588
Transatlantique Private Wealth
New York
$537K -$8.64K -260 -2%
Fidelity Investments
589
Fidelity Investments
Massachusetts
$533K +$116K +3,497 +28%
KWS
590
Keystone Wealth Services
California
$529K -$171K -5,138 -24%
BRM
591
Boston Research & Management
Massachusetts
$528K -$2.23K -67 -0.4%
BA
592
Brightwater Advisory
Florida
$520K
SC
593
Summa Corp
Texas
$518K
EFG
594
Ethos Financial Group
Pennsylvania
$517K -$187K -5,646 -27%
SC
595
Stolper & Co
Oklahoma
$517K +$4.42K +133 +0.9%
PWP
596
Perfromance Wealth Partners
Illinois
$515K
AAP
597
Arax Advisory Partners
Colorado
$512K -$11.8K -354 -2%
MWM
598
Mission Wealth Management
California
$511K -$159K -4,780 -24%
TA
599
TFB Advisors
Kansas
$510K +$2.03K +61 +0.4%
PWP
600
Principle Wealth Partners
Connecticut
$510K +$137K +4,124 +37%