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iShares Preferred and Income Securities ETF

946 hedge funds and large institutions have $4.85B invested in iShares Preferred and Income Securities ETF in 2023 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 318 increasing their positions, 383 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
946
Holders Change
-28
Holders Change %
-2.87%
% of All Funds
15.14%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.54%
New
97
Increased
318
Reduced
383
Closed
98
Calls
$11.7M
Puts
$46.8M
Net Calls
-$35.1M
Net Calls Change
+$22.7M
Name Holding Trade Value Shares
Change
Shares
Change %
ABC
651
Associated Banc-Corp
Wisconsin
$354K +$36.6K +1,173 +12%
PWP
652
Principle Wealth Partners
Connecticut
$352K -$71.8K -2,300 -17%
TC
653
TAGStone Capital
North Carolina
$351K +$351K +11,236 New
BFG
654
Beacon Financial Group
Texas
$348K -$27.5K -886 -7%
LWP
655
Lumature Wealth Partners
Georgia
$347K
NWM
656
Northwest Wealth Management
Iowa
$344K -$37.2K -1,190 -10%
BFA
657
Bragg Financial Advisors
North Carolina
$343K
IP
658
Intellectus Partners
California
$341K +$3.28K +105 +1%
SPFA
659
Summit Place Financial Advisors
New Jersey
$336K +$18.7K +600 +6%
IWP
660
Insight Wealth Partners
Texas
$335K
WAM
661
Worth Asset Management
Texas
$335K +$56.4K +1,806 +20%
NFG
662
Nations Financial Group
Iowa
$334K +$104K +3,320 +45%
TCM
663
TD Capital Management
Tennessee
$333K +$7.9K +253 +2%
MCM
664
Manchester Capital Management
Vermont
$328K -$2.38M -76,240 -88%
AWM
665
Atticus Wealth Management
Florida
$327K +$160K +5,117 +95%
MWM
666
Melfa Wealth Management
Massachusetts
$327K +$3.28K +105 +1%
HKIMG
667
Hutchens & Kramer Investment Management Group
Indiana
$327K +$999 +32 +0.3%
MWM
668
Moran Wealth Management
Florida
$326K +$326K +10,430 New
KP
669
Keel Point
Alabama
$325K +$325K +10,400 New
PCA
670
Peddock Capital Advisors
Massachusetts
$321K -$30.2K -968 -9%
TCBWMS
671
Texas Capital Bank Wealth Management Services
Texas
$319K
Jane Street
672
Jane Street
New York
$319K -$12.3M -395,524 -97%
PPP
673
Private Portfolio Partners
New Jersey
$316K -$229K -7,321 -42%
CFA
674
Cahill Financial Advisors
Minnesota
$314K +$314K +10,062 New
MCA
675
MSH Capital Advisors
Arizona
$313K -$5.09K -163 -2%