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iShares Preferred and Income Securities ETF

956 hedge funds and large institutions have $4.99B invested in iShares Preferred and Income Securities ETF in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 317 increasing their positions, 403 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
956
Holders Change
+10
Holders Change %
+1.06%
% of All Funds
15.08%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.55%
New
93
Increased
317
Reduced
403
Closed
74
Calls
$14.6M
Puts
$14.9M
Net Calls
-$322K
Net Calls Change
+$34.8M
Name Holding Trade Value Shares
Change
Shares
Change %
VHAM
601
Van Hulzen Asset Management
California
$423K +$33.1K +1,069 +8%
CRI
602
Colonial River Investments
Virginia
$422K +$422K +13,643 New
HL
603
HeadInvest LLC
Maine
$422K
MA
604
MKT Advisors
California
$417K -$11K -356 -3%
FB
605
Fulton Bank
Pennsylvania
$417K
CWM
606
Chemistry Wealth Management
New York
$413K -$10.1K -328 -2%
AWE
607
Avidian Wealth Enterprises
Texas
$410K +$38.1K +1,231 +10%
IP
608
Ignite Planners
California
$405K -$38K -1,244 -9%
AP
609
Atwood & Palmer
Missouri
$404K -$131K -4,245 -25%
FFS
610
Founders Financial Securities
Maryland
$404K +$1.49K +48 +0.4%
State Farm Mutual Automobile Insurance
611
State Farm Mutual Automobile Insurance
Illinois
$402K
PMG
612
ProVise Management Group
Florida
$400K -$30.9K -1,000 -7%
VAG
613
VisionPoint Advisory Group
Texas
$399K +$399K +12,892 New
FNBT
614
FineMark National Bank & Trust
Florida
$397K -$46.5K -1,502 -10%
BP
615
Ballentine Partners
Massachusetts
$392K
HIA
616
Harbor Investment Advisory
Maryland
$392K
SG
617
Somerset Group
Minnesota
$391K
WAM
618
Weatherly Asset Management
California
$390K -$233K -7,540 -37%
MCI
619
MRP Capital Investments
Georgia
$388K +$30.8K +995 +9%
TA
620
TFB Advisors
Kansas
$386K +$386K +12,493 New
BAM
621
Belpointe Asset Management
Nevada
$386K -$400K -12,934 -51%
ABC
622
Associated Banc-Corp
Wisconsin
$386K +$35.2K +1,137 +10%
RG
623
Rathbones Group
United Kingdom
$383K
CWAG
624
Carlsbad Wealth Advisory Group
California
$382K +$382K +12,350 New
LWM
625
LJI Wealth Management
Indiana
$379K +$170K +5,484 +81%