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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
14.6%
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 %
Brown Advisory
601
Brown Advisory
Maryland
$509K +$19.5K +586 +4%
SMC
602
Smith, Moore & Co
Missouri
$508K -$52.8K -1,589 -9%
TWM
603
Tradition Wealth Management
Minnesota
$504K -$89.7K -2,698 -15%
GWSG
604
GPS Wealth Strategies Group
Colorado
$501K +$366 +11 +0.1%
FNBT
605
FineMark National Bank & Trust
Florida
$500K
AA
606
Apriem Advisors
California
$496K -$348K -10,487 -41%
CFG
607
Carr Financial Group
Massachusetts
$494K +$50.6K +1,524 +11%
ACIM
608
Azimuth Capital Investment Management
Michigan
$493K -$86.4K -2,600 -15%
WTC
609
WhitTier Trust Company
Nevada
$486K +$259K +7,794 +114%
SM
610
Sweeney & Michel
California
$485K +$9.84K +294 +2%
RAG
611
RIA Advisory Group
Iowa
$484K +$484K +14,569 New
AWE
612
Avidian Wealth Enterprises
Texas
$484K -$116K -3,476 -19%
EWA
613
Evolution Wealth Advisors
Florida
$481K
PCA
614
Pallas Capital Advisors
Massachusetts
$480K -$66.1K -2,000 -12%
TPWM
615
Twelve Points Wealth Management
Massachusetts
$478K -$17K -512 -3%
EIP
616
Ellis Investment Partners
Pennsylvania
$478K +$9.17K +276 +2%
AI
617
Auour Investments
Massachusetts
$478K -$77.5K -2,356 -14%
KWA
618
Kingswood Wealth Advisors
California
$477K -$373K -11,236 -44%
CCAL
619
City Center Advisors LLC
Michigan
$477K +$184K +5,541 +63%
NFG
620
Nations Financial Group
Iowa
$476K +$10.2K +306 +2%
PAA
621
Peregrine Asset Advisers
Oregon
$476K
RCA
622
Ranch Capital Advisors
Florida
$474K +$565 +17 +0.1%
FFG
623
Fortem Financial Group
California
$473K -$10.5K -315 -2%
CFP
624
Cascade Financial Partners
California
$467K -$43.2K -1,300 -8%
JAG
625
Journey Advisory Group
Kentucky
$466K