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iShares Preferred and Income Securities ETF

1,058 hedge funds and large institutions have $6.26B invested in iShares Preferred and Income Securities ETF in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 379 increasing their positions, 394 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,058
Holders Change
+49
Holders Change %
+4.86%
% of All Funds
14.09%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.37%
New
132
Increased
379
Reduced
394
Closed
67
Calls
$7.91M
Puts
$33.1M
Net Calls
-$25.2M
Net Calls Change
-$4.25M
Name Holding Trade Value Shares
Change
Shares
Change %
EA
651
Eclectic Associates
California
$431K +$8.8K +280 +2%
LWMM
652
Legacy Wealth Management (Mississippi)
Mississippi
$429K +$104K +3,317 +32%
WHC
653
Wulff, Hansen & Co
California
$428K -$5.19K -165 -1%
AG
654
AmeriFlex Group
Nevada
$426K +$426K +13,404 New
CCB
655
Country Club Bank
Missouri
$426K +$81.2K +2,585 +24%
HCP
656
Hexagon Capital Partners
Arkansas
$426K +$157K +4,992 +58%
LA
657
Lifeworks Advisors
Michigan
$425K -$161K -5,130 -28%
MCA
658
Magnolia Capital Advisors
Mississippi
$423K +$423K +13,453 New
MQWP
659
Morey & Quinn Wealth Partners
Nebraska
$421K +$421K +13,395 New
FSA
660
Fort Sheridan Advisors
Illinois
$421K
TSWM
661
Tyler-Stone Wealth Management
Ohio
$420K +$1.73K +55 +0.4%
TA
662
TFB Advisors
Kansas
$419K -$63.7K -2,026 -13%
PP
663
Prudential plc
United Kingdom
$418K -$2M -63,760 -83%
FWM
664
Finer Wealth Management
Massachusetts
$417K -$150K -4,756 -26%
AMBIA
665
Allen Mooney & Barnes Investment Advisors
Georgia
$416K -$16K -508 -4%
BF
666
BOK Financial
Oklahoma
$415K -$218K -7,000 -34%
CFD
667
Creative Financial Designs
Indiana
$415K +$292K +9,280 +237%
AWE
668
Avidian Wealth Enterprises
Texas
$414K -$44.1K -1,403 -10%
MWPCG
669
Measured Wealth Private Client Group
New Hampshire
$412K +$41.4K +1,316 +11%
FFBTD
670
First Financial Bank - Trust Division
Ohio
$412K -$493K -15,674 -54%
CFS
671
CRA Financial Services
New Jersey
$411K +$78.6K +2,500 +24%
KFS
672
Keynote Financial Services
Connecticut
$410K +$1.82K +58 +0.4%
RCA
673
Ranch Capital Advisors
Florida
$406K -$41.8K -1,331 -9%
AF
674
Apollon Financial
South Carolina
$405K -$7.86K -250 -2%
EIP
675
Ellis Investment Partners
Pennsylvania
$404K -$48K -1,527 -11%