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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 %
MLA
626
My Legacy Advisors
Oregon
$443K -$8.11K -257 -2%
NFG
627
Nations Financial Group
Iowa
$442K +$18.2K +578 +4%
KA
628
Klingman & Associates
New York
$442K
DA
629
Detalus Advisors
Missouri
$442K -$205K -6,506 -32%
VFPI
630
Vantage Financial Partners (Illinois)
Illinois
$442K +$154K +4,875 +53%
HIA
631
Harbor Investment Advisory
Maryland
$441K +$12.1K +385 +3%
KFS
632
Keynote Financial Services
Connecticut
$438K -$31.6K -1,000 -7%
RSWM
633
Robertson Stephens Wealth Management
California
$436K
NSIM
634
North Star Investment Management
Illinois
$436K +$133K +4,214 +44%
AF
635
Apollon Financial
South Carolina
$435K -$166K -5,268 -28%
PRI
636
Prepared Retirement Institute
Pennsylvania
$432K -$28.5K -902 -6%
FA
637
Flagstar Advisors
New York
$429K -$46.4K -1,470 -10%
BP
638
Ballentine Partners
Massachusetts
$429K
IF
639
Ironwood Financial
Arizona
$428K +$95 +3 +0%
BIA
640
Benchmark Investment Advisors
Illinois
$423K -$6.53K -207 -2%
CFG
641
Carr Financial Group
Massachusetts
$421K -$231K -7,332 -35%
EGA
642
E&G Advisors
Texas
$421K -$15.8K -500 -4%
TCM
643
Triumph Capital Management
Colorado
$420K -$27.4K -870 -6%
PP
644
Prudential plc
United Kingdom
$420K
CFS
645
Coordinated Financial Services
Colorado
$419K -$10.9K -344 -3%
MA
646
MKT Advisors
California
$417K -$31 -1 -0%
EA
647
Eclectic Associates
California
$417K +$6.22K +197 +2%
CCG
648
Coastwise Capital Group
California
$414K +$2.11K +67 +0.5%
BHWM
649
Bar Harbor Wealth Management
New Hampshire
$408K +$17.6K +559 +5%
SW
650
SkyOak Wealth
Michigan
$407K -$78.9K -2,500 -16%