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iShares Preferred and Income Securities ETF

946 hedge funds and large institutions have $4.85B invested in iShares Preferred and Income Securities ETF in 2023 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 318 increasing their positions, 383 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
946
Holders Change
-28
Holders Change %
-2.87%
% of All Funds
15.14%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.54%
New
97
Increased
318
Reduced
383
Closed
98
Calls
$11.7M
Puts
$46.8M
Net Calls
-$35.1M
Net Calls Change
+$22.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
676
Sterneck Capital Management
Missouri
$313K
CWM
677
Collaborative Wealth Management
Florida
$313K -$65.4K -2,096 -17%
MIM
678
Merrion Investment Management
New Jersey
$312K
KWM
679
KFG Wealth Management
Indiana
$311K +$19.5K +620 +7%
CM
680
Cercano Management
Washington
$310K
DWP
681
Daymark Wealth Partners
Ohio
$310K +$310K +9,927 New
BWP
682
Balboa Wealth Partners
Arizona
$309K +$57.5K +1,842 +23%
IHL
683
Investment House LLC
California
$309K
CBB
684
Citizens Business Bank
California
$308K -$14.9M -477,469 -98%
KF
685
Krilogy Financial
Missouri
$307K +$98.2K +3,145 +47%
EWM
686
Endurance Wealth Management
Rhode Island
$306K +$105K +3,355 +52%
SIC
687
Samalin Investment Counsel
New York
$304K +$2.65K +85 +0.9%
COCM
688
Charter Oak Capital Management
New Hampshire
$303K +$500 +16 +0.2%
RI
689
Ridgewood Investments
New Jersey
$302K
EFG
690
Ethos Financial Group
Pennsylvania
$302K -$218 -7 -0.1%
CAC
691
Certified Advisory Corp
Florida
$301K +$19.9K +636 +7%
WTC
692
WhitTier Trust Company
Nevada
$301K -$439K -14,052 -59%
DG
693
DMC Group
Alabama
$298K -$128K -4,117 -30%
PWMAG
694
Pinnacle Wealth Management Advisory Group
New Jersey
$297K -$2.34K -75 -0.8%
TNBTD
695
Trustmark National Bank Trust Department
Mississippi
$293K +$23.8K +761 +9%
PCWA
696
Pacific Capital Wealth Advisors
California
$292K
GG
697
GenWealth Group
New Jersey
$292K
UBV
698
United Bank (Virginia)
Virginia
$291K
WAG
699
Winthrop Advisory Group
Massachusetts
$290K
KL
700
KilterHowling LLC
Colorado
$290K +$290K +9,282 New