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iShares Preferred and Income Securities ETF

953 hedge funds and large institutions have $4.92B invested in iShares Preferred and Income Securities ETF in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 333 increasing their positions, 401 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
953
Holders Change
-3
Holders Change %
-0.31%
% of All Funds
15.19%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.54%
New
84
Increased
333
Reduced
401
Closed
76
Calls
$17M
Puts
$12M
Net Calls
+$5.02M
Net Calls Change
+$5.34M
Name Holding Trade Value Shares
Change
Shares
Change %
MIM
676
Merrion Investment Management
New Jersey
$302K
ES
677
ETF Store
Kansas
$299K -$8.22K -287 -3%
CCG
678
Coastwise Capital Group
California
$298K +$298K +9,869 New
SCM
679
Sterneck Capital Management
Missouri
$296K
CAGAS
680
Capital Advisory Group Advisory Services
Minnesota
$296K +$296K +9,812 New
PJSIMP
681
P.J. Schmidt Investment Management (PJS)
Wisconsin
$294K +$91.5K +3,230 +45%
NWM
682
Northwest Wealth Management
Iowa
$293K -$26.6K -881 -8%
EA
683
Eclectic Associates
California
$292K +$27K +896 +10%
PEA
684
Park Edge Advisors
Ohio
$288K +$4.37K +145 +2%
GI
685
Gradient Investments
Minnesota
$287K -$2.11K -70 -0.7%
UBV
686
United Bank (Virginia)
Virginia
$286K +$5.28K +175 +2%
FAM
687
Family Asset Management
South Carolina
$285K -$20.4K -677 -7%
AA
688
AlphaCentric Advisors
Puerto Rico
$284K +$284K +9,435 New
SWA
689
SFMG Wealth Advisors
Texas
$284K -$24.6K -815 -8%
JFGIW
690
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$283K +$12.1K +401 +4%
GG
691
GenWealth Group
New Jersey
$282K
CPIA
692
Cornell Pochily Investment Advisors
New York
$281K +$1.27K +42 +0.5%
WAG
693
Winthrop Advisory Group
Massachusetts
$280K
CWM
694
Collaborative Wealth Management
Florida
$280K -$15.9K -529 -5%
HSA
695
HBK Sorce Advisory
Pennsylvania
$279K -$31.2K -1,034 -10%
ORC
696
O'Rourke & Company
Massachusetts
$278K +$278K +9,212 New
WMA
697
West Michigan Advisors
Michigan
$277K -$2.59K -86 -0.9%
TNBTD
698
Trustmark National Bank Trust Department
Mississippi
$277K -$6.15K -204 -2%
BWAM
699
Boyd Watterson Asset Management
Ohio
$276K +$20.7K +688 +8%
AWM
700
Axxcess Wealth Management
California
$272K -$369K -12,255 -58%