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iShares Preferred and Income Securities ETF

956 hedge funds and large institutions have $4.99B invested in iShares Preferred and Income Securities ETF in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 317 increasing their positions, 403 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
956
Holders Change
+10
Holders Change %
+1.06%
% of All Funds
15.08%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.55%
New
93
Increased
317
Reduced
403
Closed
74
Calls
$14.6M
Puts
$14.9M
Net Calls
-$322K
Net Calls Change
+$34.8M
Name Holding Trade Value Shares
Change
Shares
Change %
MIM
676
Merrion Investment Management
New Jersey
$309K
TAM
677
Terrapin Asset Management
Florida
$309K +$309K +10,000 New
Wolverine Trading
678
Wolverine Trading
Illinois
$309K -$437K -14,262 -59%
KWM
679
KFG Wealth Management
Indiana
$307K
DA
680
Dover Advisors
Virginia
$307K +$307K +9,910 New
ICG
681
InterOcean Capital Group
Tennessee
$306K -$149K -4,811 -33%
SCM
682
Sterneck Capital Management
Missouri
$304K -$6.5K -210 -2%
ML
683
McAdam LLC
Pennsylvania
$303K +$17.2K +556 +6%
CWM
684
Collaborative Wealth Management
Florida
$303K -$6.93K -224 -2%
EWM
685
Endurance Wealth Management
Rhode Island
$303K
EFG
686
Ethos Financial Group
Pennsylvania
$302K
GA
687
Geller Advisors
New York
$300K +$32K +1,033 +12%
IAIM
688
Industrial Alliance Investment Management
Quebec, Canada
$298K -$969K -31,368 -76%
SIC
689
Samalin Investment Counsel
New York
$297K -$3.71K -120 -1%
GI
690
Gradient Investments
Minnesota
$297K +$216K +6,999 +269%
CWM
691
Cordatus Wealth Management
Pennsylvania
$293K +$293K +9,471 New
BPA
692
Beacon Pointe Advisors
California
$293K -$3.72M -120,314 -93%
PWMAG
693
Pinnacle Wealth Management Advisory Group
New Jersey
$291K -$3.09K -100 -1%
PEA
694
Park Edge Advisors
Ohio
$291K +$291K +9,393 New
TNBTD
695
Trustmark National Bank Trust Department
Mississippi
$290K
GA
696
Greytown Advisors
Florida
$289K +$6.19K +200 +2%
GG
697
GenWealth Group
New Jersey
$289K
JC
698
JB Capital
Connecticut
$288K -$218K -7,048 -43%
UBV
699
United Bank (Virginia)
Virginia
$288K
BFEC
700
Benjamin F. Edwards & Company
Missouri
$288K +$68.7K +2,219 +31%