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iShares Preferred and Income Securities ETF

1,009 hedge funds and large institutions have $6.02B invested in iShares Preferred and Income Securities ETF in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 413 increasing their positions, 361 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
+12
Holders Change %
+1.2%
% of All Funds
14.6%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.45%
New
78
Increased
413
Reduced
361
Closed
53
Calls
$5.43M
Puts
$26.4M
Net Calls
-$21M
Net Calls Change
+$7.91M
Name Holding Trade Value Shares
Change
Shares
Change %
LAM
651
LifePro Asset Management
California
$439K -$40K -1,203 -8%
PMSA
652
Patrick M. Sweeney & Associates
Illinois
$438K +$81.1K +2,440 +23%
AF
653
Apollon Financial
South Carolina
$436K -$21.7K -652 -5%
KFS
654
Keynote Financial Services
Connecticut
$431K -$29.9K -900 -6%
BHWM
655
Bar Harbor Wealth Management
New Hampshire
$430K
FT
656
Fiduciary Trust
Massachusetts
$423K -$354K -10,650 -46%
BA
657
Bard Associates
Illinois
$423K +$423K +12,733 New
TPW
658
Talon Private Wealth
Florida
$422K +$422K +12,694 New
PWM
659
Prosperity Wealth Management
California
$412K +$4.02K +121 +1%
WA
660
Westfuller Advisors
New York
$410K +$410K +12,346 New
UBV
661
United Bank (Virginia)
Virginia
$409K +$99.7K +3,000 +32%
NWM
662
Northcape Wealth Management
New York
$409K +$13.4K +403 +3%
PMG
663
ProVise Management Group
Florida
$409K +$112K +3,372 +38%
QFA
664
Quattro Financial Advisors
Texas
$408K
VHAM
665
Van Hulzen Asset Management
California
$408K -$6.84K -206 -2%
MFG
666
Midwest Financial Group
Kansas
$406K -$92.4K -2,779 -19%
MA
667
MKT Advisors
California
$403K -$39.9K -1,199 -9%
FMC
668
First Merchants Corp
Indiana
$402K +$2.49K +75 +0.6%
GA
669
Geller Advisors
New York
$402K -$3.52K -106 -0.9%
FA
670
Flagstar Advisors
New York
$401K -$51K -1,534 -11%
B
671
Bensler
Washington
$401K -$75.1K -2,259 -16%
SP
672
SWS Partners
Ohio
$400K
KWM
673
KFG Wealth Management
Indiana
$398K
WCG
674
Weaver Consulting Group
California
$397K
FB
675
Fulton Bank
Pennsylvania
$393K