PFF icon

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 %
VA
601
Valmark Advisers
Ohio
$532K -$3.16K -98 -0.6%
TPW
602
Transatlantique Private Wealth
New York
$529K +$249K +7,733 +89%
BTWM
603
Baker Tilly Wealth Management
Wisconsin
$525K -$4.54K -141 -0.9%
AAP
604
Arax Advisory Partners
Colorado
$522K -$30K -932 -5%
GI
605
GLOBALT Investments
Georgia
$519K -$9.15K -284 -2%
FFA
606
Farther Finance Advisors
California
$518K +$3.7K +115 +0.7%
SWM
607
SeaCrest Wealth Management
New York
$517K -$91.1K -2,825 -15%
Brown Advisory
608
Brown Advisory
Maryland
$515K +$11.6K +360 +2%
HT
609
HAP Trading
New York
$514K +$514K +15,963 New
NLP
610
Next Level Private
New York
$512K +$512K +15,871 New
TWC
611
TD Waterhouse Canada
Ontario, Canada
$510K -$199K -6,243 -28%
PWP
612
Perfromance Wealth Partners
Illinois
$509K -$2.03K -63 -0.4%
LA
613
Lane & Associates
New Jersey
$507K +$151K +4,675 +42%
LWM
614
Lodestone Wealth Management
Washington
$506K -$4.8K -149 -0.9%
SC
615
Summa Corp
Texas
$503K
TA
616
TFB Advisors
Kansas
$500K +$34.4K +1,105 +7%
Fidelity Investments
617
Fidelity Investments
Massachusetts
$499K +$90.8K +2,816 +22%
CA
618
Carson Advisory
Georgia
$497K +$58K +1,800 +13%
AMBIA
619
Allen Mooney & Barnes Investment Advisors
Georgia
$497K +$3.49K +111 +0.7%
SW
620
SkyOak Wealth
Michigan
$496K
MAWAG
621
Mid-American Wealth Advisory Group
Missouri
$494K -$142K -4,391 -22%
HFA
622
High Falls Advisors
New York
$494K -$11K -340 -2%
MFG
623
Midwest Financial Group
Kansas
$490K -$3.23K -100 -0.7%
EIP
624
Ellis Investment Partners
Pennsylvania
$489K +$202K +6,275 +71%
SM
625
Sweeney & Michel
California
$488K +$488K +15,509 New