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iShares Preferred and Income Securities ETF

1,023 hedge funds and large institutions have $5.91B invested in iShares Preferred and Income Securities ETF in 2023 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 320 increasing their positions, 431 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,023
Holders Change
+70
Holders Change %
+7.35%
% of All Funds
15%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.47%
New
164
Increased
320
Reduced
431
Closed
79
Calls
$16.6M
Puts
$16.6M
Net Calls
+$13K
Net Calls Change
-$5M
Name Holding Trade Value Shares
Change
Shares
Change %
FFS
651
Founders Financial Securities
Maryland
$410K -$1.78K -57 -0.4%
ORC
652
O'Rourke & Company
Massachusetts
$408K +$120K +3,857 +42%
GEA
653
Glen Eagle Advisors
New Jersey
$407K -$34.6K -1,110 -8%
WCG
654
Weaver Consulting Group
California
$404K -$47.9K -1,536 -11%
KLCM
655
KG&L Capital Management
Louisiana
$404K +$58.4K +1,871 +17%
AAS
656
Ameritas Advisory Services
Nebraska
$399K -$388K -12,232 -49%
PWA
657
Provenance Wealth Advisors
Florida
$398K
Toronto Dominion Bank
658
Toronto Dominion Bank
Ontario, Canada
$397K +$397K +12,735 New
Fidelity Investments
659
Fidelity Investments
Massachusetts
$395K -$172K -5,525 -30%
SG
660
Somerset Group
Minnesota
$395K
FA
661
Flagstar Advisors
New York
$394K +$180K +5,787 +84%
CCG
662
Coastwise Capital Group
California
$388K +$80.3K +2,574 +26%
BHWM
663
Bar Harbor Wealth Management
New Hampshire
$386K -$114K -3,648 -23%
EFG
664
Ethos Financial Group
Pennsylvania
$386K +$44.8K +1,440 +13%
TWP
665
Tyche Wealth Partners
Texas
$385K +$385K +12,344 New
HL
666
HeadInvest LLC
Maine
$382K -$46.8K -1,500 -11%
HVIA
667
Hudson Valley Investment Advisors
New York
$381K -$244K -7,775 -39%
AHC
668
Adell Harriman & Carpenter
Texas
$381K -$83.9K -2,690 -18%
KWM
669
KFG Wealth Management
Indiana
$379K +$14.1K +453 +4%
LWMG
670
Levy Wealth Management Group
Pennsylvania
$378K -$52.2K -1,674 -12%
FWIA
671
Fort Washington Investment Advisors
Ohio
$378K -$97.5K -3,125 -21%
Jane Street
672
Jane Street
New York
$377K -$7.19M -230,589 -95%
SP
673
SWS Partners
Ohio
$375K +$11.4K +365 +3%
Calamos Advisors
674
Calamos Advisors
Illinois
$374K +$374K +11,975 New
FFO
675
Fortitude Family Office
Arizona
$373K +$373K +11,954 New