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iShares Preferred and Income Securities ETF

1,009 hedge funds and large institutions have $6.02B invested in iShares Preferred and Income Securities ETF in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 413 increasing their positions, 361 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
+12
Holders Change %
+1.2%
% of All Funds
14.6%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.45%
New
78
Increased
413
Reduced
361
Closed
53
Calls
$5.43M
Puts
$26.4M
Net Calls
-$21M
Net Calls Change
+$7.91M
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
676
Core Wealth Partners
California
$393K
MWPCG
677
Measured Wealth Private Client Group
New Hampshire
$392K +$144K +4,338 +58%
WIM
678
WealthPlan Investment Management
Nebraska
$390K -$15.1K -454 -4%
TCM
679
TD Capital Management
Tennessee
$389K +$9.37K +282 +2%
TAM
680
Titleist Asset Management
Texas
$388K -$165K -4,969 -30%
LMKC
681
L.M. Kohn & Company
Ohio
$387K +$17K +512 +5%
EFG
682
Ehrlich Financial Group
California
$385K -$7.68K -231 -2%
AFP
683
Alpha Financial Partners
Kentucky
$385K +$385K +11,580 New
YCM
684
Yakira Capital Management
Connecticut
$383K +$383K +11,540 New
AWA
685
Arete Wealth Advisors
Illinois
$383K -$285K -8,568 -43%
SFG
686
Seamount Financial Group
Colorado
$382K +$10.3K +309 +3%
NFA
687
Northwest Financial Advisors
Virginia
$381K -$5.38K -162 -1%
Koshinski Asset Management
688
Koshinski Asset Management
Illinois
$379K -$27.4K -824 -7%
CFB
689
Cullen/Frost Bankers
Texas
$375K -$100 -3 -0%
OA
690
Operose Advisors
Wisconsin
$374K -$347K -10,434 -48%
TA
691
TPG Advisors
Illinois
$373K +$59.7K +1,798 +19%
GEA
692
Glen Eagle Advisors
New Jersey
$373K
VST
693
Van Strum & Towne
California
$371K
IAA
694
Independent Advisor Alliance
North Carolina
$370K +$66 +2 +0%
AA
695
AlphaCentric Advisors
Puerto Rico
$370K -$698 -21 -0.2%
CAGAS
696
Capital Advisory Group Advisory Services
Minnesota
$368K
KJWM
697
Kiley Juergens Wealth Management
Washington
$368K +$368K +11,072 New
CCB
698
Country Club Bank
Missouri
$367K +$120K +3,575 +48%
BFA
699
Bragg Financial Advisors
North Carolina
$366K
JWBC
700
J.W. Burns & Co
New York
$363K -$168K -5,052 -32%