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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 %
CIC
626
Cutler Investment Counsel
Oregon
$448K -$28.4K -912 -6%
EWA
627
Evolution Wealth Advisors
Florida
$448K
IFO
628
Independent Family Office
New York
$448K
VVP
629
Venture Visionary Partners
Ohio
$446K -$90.7K -2,907 -17%
BC
630
Barrett & Company
Rhode Island
$446K -$22.1K -708 -5%
FHA
631
Flagship Harbor Advisors
Massachusetts
$444K -$8.17K -262 -2%
HAG
632
HF Advisory Group
Maryland
$440K -$42.1K -1,349 -9%
AAM
633
Advisors Asset Management
Colorado
$437K +$72.2K +2,315 +20%
KA
634
Klingman & Associates
New York
$437K +$437K +14,013 New
PTCG
635
Pring Turner Capital Group
California
$437K -$240K -7,695 -35%
RSWM
636
Robertson Stephens Wealth Management
California
$437K -$73.7K -2,363 -14%
RCA
637
Ranch Capital Advisors
Florida
$433K -$29.9K -959 -6%
FMC
638
First Merchants Corp
Indiana
$432K -$150K -4,801 -26%
EGA
639
E&G Advisors
Texas
$431K -$8.73K -280 -2%
GLA
640
Good Life Advisors
Pennsylvania
$429K -$6.64K -213 -2%
AMM
641
American Money Management
California
$428K -$7.8K -250 -2%
CA
642
Carson Advisory
Georgia
$425K +$168K +5,375 +65%
HIA
643
Harbor Investment Advisory
Maryland
$424K +$28.7K +920 +7%
NFG
644
Nations Financial Group
Iowa
$415K +$14.9K +477 +4%
PP
645
Prudential plc
United Kingdom
$415K
MA
646
MKT Advisors
California
$414K -$4.67K -150 -1%
CP
647
Castleview Partners
Texas
$414K +$385K +12,349 +1,359%
CAG
648
Crestwood Advisors Group
Massachusetts
$412K +$46.8K +1,500 +13%
KWA
649
Kingswood Wealth Advisors
California
$411K +$411K +13,177 New
FB
650
Fulton Bank
Pennsylvania
$411K +$42.1K +1,349 +11%