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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 %
FA
626
Flagstar Advisors
New York
$486K +$78.7K +2,442 +19%
SC
627
Stolper & Co
Oklahoma
$485K +$4.64K +144 +1%
WE
628
Wealth Effects
Massachusetts
$485K -$69.8K -2,165 -13%
KFS
629
Keynote Financial Services
Connecticut
$480K +$480K +14,885 New
AAM
630
Advisors Asset Management
Colorado
$480K +$27.8K +864 +6%
TPWM
631
Twelve Points Wealth Management
Massachusetts
$479K -$39.1K -1,212 -8%
RC
632
Rareview Capital
Nevada
$475K +$475K +14,752 New
GWSG
633
GPS Wealth Strategies Group
Colorado
$474K +$97 +3 +0%
PRI
634
Prepared Retirement Institute
Pennsylvania
$471K -$96.8K -3,003 -17%
CFP
635
Cascade Financial Partners
California
$470K +$470K +15,026 New
FFG
636
Fortem Financial Group
California
$469K -$10.2K -317 -2%
ORC
637
O'Rourke & Company
Massachusetts
$469K +$47.4K +1,470 +11%
HAG
638
HF Advisory Group
Maryland
$468K +$13.5K +420 +3%
PAA
639
Peregrine Asset Advisers
Oregon
$465K -$5.64K -175 -1%
EWA
640
Evolution Wealth Advisors
Florida
$463K
IFO
641
Independent Family Office
New York
$462K
VVP
642
Venture Visionary Partners
Ohio
$462K +$290 +9 +0.1%
MLA
643
My Legacy Advisors
Oregon
$461K -$64 -2 -0%
RAG
644
RIA Advisory Group
Iowa
$460K +$460K +14,274 New
TCM
645
Triumph Capital Management
Colorado
$458K -$60.4K -1,872 -12%
BI
646
Bramshill Investments
Florida
$456K -$4.48M -139,041 -91%
KA
647
Klingman & Associates
New York
$452K
EGA
648
E&G Advisors
Texas
$446K
RSWM
649
Robertson Stephens Wealth Management
California
$445K -$6.16K -191 -1%
KLCM
650
KG&L Capital Management
Louisiana
$445K +$27.1K +840 +6%