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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 %
WDG
626
Wealth Dimensions Group
Ohio
$466K +$211K +6,352 +83%
KA
627
Klingman & Associates
New York
$466K
DA
628
Detalus Advisors
Missouri
$466K
HIA
629
Harbor Investment Advisory
Maryland
$464K
PEA
630
Park Edge Advisors
Ohio
$463K +$56K +1,684 +14%
CPSC
631
Carl P. Sherr & Co
Massachusetts
$459K +$50.9K +1,531 +12%
GI
632
GLOBALT Investments
Georgia
$458K -$13.6K -408 -3%
WHC
633
Wulff, Hansen & Co
California
$458K -$15.8K -475 -3%
AMBIA
634
Allen Mooney & Barnes Investment Advisors
Georgia
$457K -$70.3K -2,115 -13%
BP
635
Ballentine Partners
Massachusetts
$452K
NG
636
Norden Group
Utah
$452K +$452K +13,594 New
BIA
637
Benchmark Investment Advisors
Illinois
$448K +$2.82K +85 +0.6%
CCG
638
Cypress Capital Group
Florida
$448K -$26.2K -787 -6%
EWA
639
EP Wealth Advisors
California
$447K +$56K +1,685 +14%
EA
640
Eclectic Associates
California
$446K +$6.78K +204 +2%
FHC
641
First Heartland Consultants
Missouri
$446K -$187K -5,626 -30%
IF
642
Ironwood Financial
Arizona
$446K -$5.02K -151 -1%
TCM
643
Triumph Capital Management
Colorado
$445K +$2.53K +76 +0.6%
FSA
644
Fort Sheridan Advisors
Illinois
$445K -$100K -3,019 -18%
M&T Bank
645
M&T Bank
New York
$444K +$213K +6,410 +92%
TSWM
646
Tyler-Stone Wealth Management
Ohio
$442K +$219K +6,580 +98%
TWA
647
TCI Wealth Advisors
Arizona
$442K +$33.2K +1,000 +8%
EGA
648
E&G Advisors
Texas
$442K -$1.33K -40 -0.3%
PRI
649
Prepared Retirement Institute
Pennsylvania
$441K -$14.5K -437 -3%
SW
650
SkyOak Wealth
Michigan
$440K +$12.3K +370 +3%