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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 %
TA
601
TFB Advisors
Kansas
$483K -$23.6K -747 -5%
ORC
602
O'Rourke & Company
Massachusetts
$482K +$23K +728 +5%
Fisher Asset Management
603
Fisher Asset Management
Washington
$476K +$476K +15,079 New
GWSG
604
GPS Wealth Strategies Group
Colorado
$475K +$11.6K +369 +3%
FNBT
605
FineMark National Bank & Trust
Florida
$475K -$630K -19,962 -57%
MFG
606
Midwest Financial Group
Kansas
$473K -$6.28K -199 -1%
AGWCA
607
Annis Gardner Whiting Capital Advisors
Florida
$470K +$379K +12,017 +416%
LWM
608
Lodestone Wealth Management
Washington
$470K -$25.1K -795 -5%
TPWM
609
Twelve Points Wealth Management
Massachusetts
$470K +$915 +29 +0.2%
JAG
610
Journey Advisory Group
Kentucky
$466K -$96.2K -3,050 -17%
Brown Advisory
611
Brown Advisory
Maryland
$465K -$39.5K -1,251 -8%
RC
612
Rareview Capital
Nevada
$459K -$5.93K -188 -1%
FFG
613
Fortem Financial Group
California
$459K
KOMWMG
614
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$459K -$243K -7,687 -35%
EWA
615
Evolution Wealth Advisors
Florida
$457K +$4.07K +129 +0.9%
LAM
616
LifePro Asset Management
California
$455K -$149K -4,715 -25%
B
617
Bensler
Washington
$452K -$143K -4,535 -24%
PAA
618
Peregrine Asset Advisers
Oregon
$452K -$3.47K -110 -0.8%
CCG
619
Cypress Capital Group
Florida
$450K +$70.7K +2,241 +19%
WHC
620
Wulff, Hansen & Co
California
$449K +$195K +6,170 +76%
RCA
621
Ranch Capital Advisors
Florida
$449K +$21.7K +687 +5%
GI
622
GLOBALT Investments
Georgia
$447K -$60.9K -1,931 -12%
BI
623
Bramshill Investments
Florida
$446K
SM
624
Sweeney & Michel
California
$446K -$41.1K -1,310 -8%
EIP
625
Ellis Investment Partners
Pennsylvania
$445K -$33.6K -1,066 -7%