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iShares Preferred and Income Securities ETF

1,023 hedge funds and large institutions have $5.91B invested in iShares Preferred and Income Securities ETF in 2023 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 320 increasing their positions, 431 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,023
Holders Change
+70
Holders Change %
+7.35%
% of All Funds
15%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.47%
New
164
Increased
320
Reduced
431
Closed
79
Calls
$16.6M
Puts
$16.6M
Net Calls
+$13K
Net Calls Change
-$5M
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
676
Strategic Wealth Partners
Ohio
$372K +$56.8K +1,820 +18%
WIM
677
WealthPlan Investment Management
Nebraska
$370K +$4.4K +141 +1%
VHAM
678
Van Hulzen Asset Management
California
$370K -$56.7K -1,817 -13%
CWP
679
Core Wealth Partners
California
$369K -$9.36K -300 -2%
EFG
680
Ehrlich Financial Group
California
$368K +$368K +11,811 New
ABC
681
Associated Banc-Corp
Wisconsin
$366K -$18.3K -586 -5%
RWB
682
RMR Wealth Builders
New Jersey
$365K -$192K -6,165 -34%
KBFS
683
Kohmann Bosshard Financial Services
Ohio
$365K -$240K -7,698 -40%
AA
684
AlphaCentric Advisors
Puerto Rico
$365K +$70.4K +2,256 +24%
FSA
685
Fort Sheridan Advisors
Illinois
$365K -$32.6K -1,044 -8%
BNP Paribas Financial Markets
686
BNP Paribas Financial Markets
France
$356K -$15.4M -494,574 -98%
SW
687
SteelPeak Wealth
California
$353K +$353K +11,317 New
EA
688
Eclectic Associates
California
$352K +$50K +1,602 +17%
JC
689
JB Capital
Connecticut
$352K +$35K +1,122 +11%
RG
690
Rathbones Group
United Kingdom
$350K -$20.3K -650 -5%
LA
691
Lane & Associates
New Jersey
$345K +$345K +11,058 New
MWM
692
Melfa Wealth Management
Massachusetts
$344K +$7.02K +225 +2%
BFA
693
Bragg Financial Advisors
North Carolina
$343K
GA
694
Geller Advisors
New York
$338K -$4.65K -149 -1%
AWM
695
Atticus Wealth Management
Florida
$338K +$4.96K +159 +1%
RFN
696
RDA Financial Network
Iowa
$337K +$11.2K +358 +3%
CWM
697
Chemistry Wealth Management
New York
$337K -$81.3K -2,606 -19%
MYIA
698
Mount Yale Investment Advisors
Colorado
$336K +$336K +10,785 New
WT
699
Washington Trust
Rhode Island
$336K +$211K +6,760 +169%
HKIMG
700
Hutchens & Kramer Investment Management Group
Indiana
$332K +$2.12K +68 +0.6%