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iShares Preferred and Income Securities ETF

997 hedge funds and large institutions have $5.63B invested in iShares Preferred and Income Securities ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 376 increasing their positions, 394 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
-38
Holders Change %
-3.67%
% of All Funds
14.5%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.44%
New
74
Increased
376
Reduced
394
Closed
93
Calls
$11.7M
Puts
$40.6M
Net Calls
-$28.9M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Shares
Change %
RWB
676
RMR Wealth Builders
New Jersey
$372K +$3.06K +97 +0.8%
IFA
677
Interactive Financial Advisors
Illinois
$371K -$9.02K -286 -2%
NFA
678
Northwest Financial Advisors
Virginia
$366K +$366K +11,616 New
WCM
679
Whitener Capital Management
North Carolina
$366K +$366K +11,606 New
CAWM
680
Capital Advisors Wealth Management
Washington
$365K +$24.5K +778 +7%
MA
681
MONECO Advisors
Connecticut
$364K -$45.5K -1,443 -11%
TCM
682
TD Capital Management
Tennessee
$360K +$978 +31 +0.3%
CIC
683
Cutler Investment Counsel
Oregon
$359K -$56.3K -1,783 -14%
CFB
684
Cullen/Frost Bankers
Texas
$356K -$4.51K -143 -1%
PWP
685
Principle Wealth Partners
Connecticut
$354K +$63.3K +2,007 +22%
GEA
686
Glen Eagle Advisors
New Jersey
$354K -$32.3K -1,025 -8%
RG
687
Rathbones Group
United Kingdom
$354K
SFG
688
Seamount Financial Group
Colorado
$353K +$94.2K +2,985 +36%
VST
689
Van Strum & Towne
California
$353K -$9.47K -300 -3%
AA
690
AlphaCentric Advisors
Puerto Rico
$352K +$2.59K +82 +0.7%
IAA
691
Independent Advisor Alliance
North Carolina
$351K +$351K +11,136 New
LMKC
692
L.M. Kohn & Company
Ohio
$351K -$78.5K -2,488 -18%
CAGAS
693
Capital Advisory Group Advisory Services
Minnesota
$350K +$25.1K +796 +8%
BFA
694
Bragg Financial Advisors
North Carolina
$347K
CWM
695
Chemistry Wealth Management
New York
$341K
ABC
696
Associated Banc-Corp
Wisconsin
$339K -$15.8K -500 -4%
WP
697
WealthPLAN Partners
Nebraska
$338K
CCFM
698
Clear Creek Financial Management
Washington
$337K +$50.9K +1,614 +18%
WT
699
Washington Trust
Rhode Island
$335K
RFA
700
Resurgent Financial Advisors
Georgia
$335K -$331K -10,495 -50%