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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 %
PCA
601
Pallas Capital Advisors
Massachusetts
$490K -$17.2K -552 -3%
AWE
602
Avidian Wealth Enterprises
Texas
$490K +$74.4K +2,385 +18%
AMBIA
603
Allen Mooney & Barnes Investment Advisors
Georgia
$489K +$4.99K +160 +1%
HFA
604
High Falls Advisors
New York
$488K -$46.9K -1,503 -9%
Brown Advisory
605
Brown Advisory
Maryland
$487K -$12.6K -405 -3%
AI
606
Auour Investments
Massachusetts
$487K -$8.9K -282 -2%
SC
607
Summa Corp
Texas
$487K +$487K +15,600 New
GC
608
Guidance Capital
Kentucky
$484K +$484K +15,530 New
EWA
609
EP Wealth Advisors
California
$482K +$60.4K +1,936 +14%
BIA
610
Benchmark Investment Advisors
Illinois
$482K -$173K -5,534 -26%
SW
611
SkyOak Wealth
Michigan
$480K -$18.2K -582 -4%
MFG
612
Midwest Financial Group
Kansas
$477K +$31 +1 +0%
IFA
613
Interactive Financial Advisors
Illinois
$475K +$83.9K +2,936 +21%
Koshinski Asset Management
614
Koshinski Asset Management
Illinois
$470K -$20.7K -664 -4%
TA
615
TFB Advisors
Kansas
$466K +$466K +14,940 New
SC
616
Stolper & Co
Oklahoma
$465K +$2.56K +82 +0.6%
FFG
617
Fortem Financial Group
California
$464K +$19.7K +632 +4%
IF
618
Ironwood Financial
Arizona
$460K -$37.5K -1,202 -8%
GWSG
619
GPS Wealth Strategies Group
Colorado
$458K -$156 -5 -0%
PAA
620
Peregrine Asset Advisers
Oregon
$455K -$102K -3,282 -18%
WHC
621
Wulff, Hansen & Co
California
$455K -$624 -20 -0.1%
CL
622
Choreo LLC
Illinois
$454K +$85.8K +2,751 +23%
VST
623
Van Strum & Towne
California
$453K
CWP
624
Cyndeo Wealth Partners
Florida
$452K -$22.2K -712 -5%
MLA
625
My Legacy Advisors
Oregon
$450K -$39.4K -1,250 -8%