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iShares Preferred and Income Securities ETF

953 hedge funds and large institutions have $4.92B invested in iShares Preferred and Income Securities ETF in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 333 increasing their positions, 401 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
953
Holders Change
-3
Holders Change %
-0.31%
% of All Funds
15.19%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.54%
New
84
Increased
333
Reduced
401
Closed
76
Calls
$17M
Puts
$12M
Net Calls
+$5.02M
Net Calls Change
+$5.34M
Name Holding Trade Value Shares
Change
Shares
Change %
EFG
651
Ethos Financial Group
Pennsylvania
$330K +$37.1K +1,233 +13%
WBCM
652
Wilson & Boucher Capital Management
California
$329K
CCFM
653
Clear Creek Financial Management
Washington
$327K -$24.6K -815 -7%
AA
654
Ancora Advisors
Ohio
$326K +$3.98K +132 +1%
MWM
655
Melfa Wealth Management
Massachusetts
$325K +$4.43K +147 +1%
MWM
656
Madison Wealth Management
Ohio
$324K +$324K +10,745 New
CWM
657
Connecticut Wealth Management
Connecticut
$324K +$324K +10,730 New
AWM
658
Atticus Wealth Management
Florida
$322K +$2.99K +99 +0.9%
TI
659
Trexquant Investment
Connecticut
$321K +$321K +10,635 New
CFB
660
Cullen/Frost Bankers
Texas
$320K
TCM
661
TD Capital Management
Tennessee
$318K +$965 +32 +0.3%
RFN
662
RDA Financial Network
Iowa
$315K -$8.86K -294 -3%
PMG
663
ProVise Management Group
Florida
$314K -$75.4K -2,500 -19%
IWP
664
Insight Wealth Partners
Texas
$313K -$10.6K -351 -3%
HKIMG
665
Hutchens & Kramer Investment Management Group
Indiana
$313K +$1.27K +43 +0.4%
HW
666
Hancock Whitney
Mississippi
$312K +$312K +10,362 New
COCM
667
Charter Oak Capital Management
New Hampshire
$312K -$11.4K -377 -4%
WF
668
Warner Financial
Maryland
$310K +$34.5K +1,146 +13%
IIC
669
Ironwood Investment Counsel
Arizona
$309K +$309K +22,464 New
JC
670
JB Capital
Connecticut
$307K +$25.9K +859 +9%
AWA
671
Arkadios Wealth Advisors
Georgia
$306K +$306K +10,152 New
DWP
672
Daymark Wealth Partners
Ohio
$305K -$6.03K -200 -2%
SWP
673
Strategic Wealth Partners
Ohio
$305K -$6.06K -201 -2%
PIA
674
Panoramic Investment Advisors
Colorado
$302K +$302K +10,026 New
TAM
675
Terrapin Asset Management
Florida
$302K