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iShares Preferred and Income Securities ETF

1,035 hedge funds and large institutions have $6.21B invested in iShares Preferred and Income Securities ETF in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 394 increasing their positions, 392 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,035
Holders Change
+12
Holders Change %
+1.17%
% of All Funds
15%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.52%
New
100
Increased
394
Reduced
392
Closed
74
Calls
$14.5M
Puts
$24M
Net Calls
-$9.46M
Net Calls Change
-$9.47M
Name Holding Trade Value Shares
Change
Shares
Change %
PWA
651
Provenance Wealth Advisors
Florida
$443K +$32.2K +1,000 +8%
CFS
652
Coordinated Financial Services
Colorado
$440K +$440K +13,638 New
LMKC
653
L.M. Kohn & Company
Ohio
$439K -$152K -4,713 -26%
BIA
654
Benchmark Investment Advisors
Illinois
$439K -$59.4K -1,842 -12%
BP
655
Ballentine Partners
Massachusetts
$438K -$1.89M -58,610 -81%
HIA
656
Harbor Investment Advisory
Maryland
$438K
IF
657
Ironwood Financial
Arizona
$437K -$37.6K -1,167 -8%
RCA
658
Ranch Capital Advisors
Florida
$437K -$11.1K -343 -2%
AGA
659
Arkos Global Advisors
Texas
$435K +$187K +5,781 +75%
PBF
660
Petix & Botte Financial
California
$434K -$430K -13,331 -50%
NFG
661
Nations Financial Group
Iowa
$433K +$4.35K +135 +1%
CL
662
Choreo LLC
Illinois
$433K -$36.3K -1,127 -8%
PP
663
Prudential plc
United Kingdom
$429K
FFS
664
Founders Financial Securities
Maryland
$425K +$1.03K +32 +0.2%
CIC
665
Cutler Investment Counsel
Oregon
$424K -$38.7K -1,200 -8%
KWA
666
Kingswood Wealth Advisors
California
$423K -$1.26K -39 -0.3%
CCG
667
Coastwise Capital Group
California
$421K +$19.8K +614 +5%
EA
668
Eclectic Associates
California
$420K +$55.7K +1,728 +15%
MA
669
MKT Advisors
California
$419K
CP
670
Castleview Partners
Texas
$418K -$9.31K -289 -2%
MA
671
MONECO Advisors
Connecticut
$418K -$1.38M -42,887 -77%
TC
672
TownSquare Capital
Utah
$416K +$205K +6,366 +97%
TFP
673
Traction Financial Partners
Wyoming
$414K -$99.5K -3,169 -19%
BC
674
Barrett & Company
Rhode Island
$413K -$47.9K -1,486 -10%
WCG
675
Weaver Consulting Group
California
$412K -$6.45K -200 -2%