PFF icon

iShares Preferred and Income Securities ETF

997 hedge funds and large institutions have $5.63B invested in iShares Preferred and Income Securities ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 376 increasing their positions, 394 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
-38
Holders Change %
-3.67%
% of All Funds
14.5%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.44%
New
74
Increased
376
Reduced
394
Closed
93
Calls
$11.7M
Puts
$40.6M
Net Calls
-$28.9M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Shares
Change %
IFAM
651
Institutional & Family Asset Management
Colorado
$398K +$398K +12,611 New
Fidelity Investments
652
Fidelity Investments
Massachusetts
$396K -$92.6K -2,934 -19%
VHAM
653
Van Hulzen Asset Management
California
$394K +$852 +27 +0.2%
LWMG
654
Levy Wealth Management Group
Pennsylvania
$389K +$6.31K +200 +2%
QFA
655
Quattro Financial Advisors
Texas
$388K
TWA
656
TCI Wealth Advisors
Arizona
$388K +$74K +2,347 +24%
SSWM
657
Sheets Smith Wealth Management
North Carolina
$388K +$388K +12,288 New
CPSC
658
Carl P. Sherr & Co
Massachusetts
$388K +$64.4K +2,042 +20%
PWM
659
Prosperity Wealth Management
California
$388K +$388K +12,285 New
PEA
660
Park Edge Advisors
Ohio
$387K +$5.77K +183 +2%
GA
661
Geller Advisors
New York
$385K +$34.8K +1,104 +10%
MWM
662
Modera Wealth Management
New Jersey
$385K -$492K -15,596 -56%
Koshinski Asset Management
663
Koshinski Asset Management
Illinois
$384K +$6.25K +199 +2%
WIM
664
WealthPlan Investment Management
Nebraska
$384K +$5.74K +182 +2%
HVIA
665
Hudson Valley Investment Advisors
New York
$381K +$66K +2,100 +21%
SP
666
SWS Partners
Ohio
$379K
FMC
667
First Merchants Corp
Indiana
$379K -$6K -190 -2%
IFO
668
Independent Family Office
New York
$379K -$73.4K -2,328 -16%
KWM
669
KFG Wealth Management
Indiana
$377K -$5.36K -170 -1%
WCG
670
Weaver Consulting Group
California
$376K -$26.3K -835 -7%
NWM
671
Northcape Wealth Management
New York
$375K -$9.47K -300 -2%
FB
672
Fulton Bank
Pennsylvania
$373K
CWP
673
Core Wealth Partners
California
$373K
EFG
674
Ehrlich Financial Group
California
$373K
EWA
675
EP Wealth Advisors
California
$372K +$10.7K +340 +3%