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iShares Preferred and Income Securities ETF

1,058 hedge funds and large institutions have $6.26B invested in iShares Preferred and Income Securities ETF in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 379 increasing their positions, 394 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,058
Holders Change
+49
Holders Change %
+4.86%
% of All Funds
14.09%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.37%
New
132
Increased
379
Reduced
394
Closed
67
Calls
$7.91M
Puts
$33.1M
Net Calls
-$25.2M
Net Calls Change
-$4.25M
Name Holding Trade Value Shares
Change
Shares
Change %
PEA
601
Park Edge Advisors
Ohio
$523K +$85K +2,703 +19%
LA
602
Lane & Associates
New Jersey
$519K -$49.2K -1,546 -9%
EWA
603
EP Wealth Advisors
California
$515K +$91.7K +2,918 +22%
BC
604
Burney Company
Virginia
$507K -$11.1K -354 -2%
BFA
605
Bragg Financial Advisors
North Carolina
$506K +$160K +5,100 +46%
AAP
606
Arax Advisory Partners
Colorado
$503K +$19.1K +609 +4%
SAM
607
Sawgrass Asset Management
Florida
$498K -$237K -7,550 -32%
HIA
608
Harbor Investment Advisory
Maryland
$496K +$57.1K +1,815 +13%
PWP
609
Perfromance Wealth Partners
Illinois
$494K +$6.29K +200 +1%
RWM
610
Rialto Wealth Management
New York
$493K +$493K +15,696 New
BRM
611
Boston Research & Management
Massachusetts
$493K -$6.76K -215 -1%
ECM
612
Evergreen Capital Management
Washington
$491K -$94.3K -3,000 -16%
1L
613
10Elms LLP
Oklahoma
$491K +$491K +15,615 New
NW
614
NewEdge Wealth
Pennsylvania
$490K -$159K -5,070 -25%
CTC
615
Central Trust Company
Missouri
$489K -$373K -11,865 -43%
EAMA
616
EFG Asset Management (Americas)
Florida
$488K -$82.4K -2,621 -14%
PWP
617
Principle Wealth Partners
Connecticut
$483K
Calamos Advisors
618
Calamos Advisors
Illinois
$482K +$482K +15,321 New
OCM
619
One Capital Management
California
$481K -$282K -8,974 -37%
SC
620
Stolper & Co
Oklahoma
$481K -$7.32K -233 -1%
MWM
621
Mission Wealth Management
California
$477K -$6.48K -206 -1%
CFP
622
Cascade Financial Partners
California
$476K +$34.6K +1,100 +8%
GWSG
623
GPS Wealth Strategies Group
Colorado
$474K +$220 +7 +0%
TWP
624
Tempus Wealth Planning
California
$472K +$183K +5,836 +64%
SW
625
SkyOak Wealth
Michigan
$470K +$53.6K +1,704 +13%