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iShares Preferred and Income Securities ETF

1,058 hedge funds and large institutions have $6.26B invested in iShares Preferred and Income Securities ETF in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 379 increasing their positions, 394 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,058
Holders Change
+49
Holders Change %
+4.86%
% of All Funds
14.08%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.37%
New
132
Increased
379
Reduced
394
Closed
67
Calls
$7.91M
Puts
$33.1M
Net Calls
-$25.2M
Net Calls Change
-$4.25M
Name Holding Trade Value Shares
Change
Shares
Change %
FNBT
676
FineMark National Bank & Trust
Florida
$403K -$70.2K -2,234 -15%
GA
677
Geller Advisors
New York
$403K +$23K +730 +6%
VWM
678
Vigilare Wealth Management
Arizona
$401K -$560K -17,797 -58%
GVAG
679
Great Valley Advisor Group
Delaware
$400K +$159K +5,050 +66%
PRI
680
Prepared Retirement Institute
Pennsylvania
$400K -$16.7K -531 -4%
CA
681
Continuum Advisory
Idaho
$399K +$198K +6,285 +98%
VHAM
682
Van Hulzen Asset Management
California
$399K +$12.9K +409 +3%
SMC
683
Smith, Moore & Co
Missouri
$399K -$81.8K -2,603 -17%
NWM
684
Northcape Wealth Management
New York
$397K +$9.75K +310 +3%
UBV
685
United Bank (Virginia)
Virginia
$395K +$7.86K +250 +2%
PWM
686
Prosperity Wealth Management
California
$393K +$3.3K +105 +0.8%
QFA
687
Quattro Financial Advisors
Texas
$393K
DWA
688
Douglass Winthrop Advisors
New York
$393K +$78.6K +2,500 +25%
KWS
689
Keystone Wealth Services
California
$392K -$109K -3,451 -22%
FHC
690
First Heartland Consultants
Missouri
$390K -$31.5K -1,001 -7%
QFA
691
Quantum Financial Advisors
California
$390K +$107K +3,400 +38%
WA
692
Westfuller Advisors
New York
$390K +$1.38K +44 +0.4%
HCA
693
Harbour Capital Advisors
Virginia
$384K +$85.7K +2,675 +29%
PAG
694
Private Advisory Group
Washington
$379K +$379K +12,070 New
FT
695
Fiduciary Trust
Massachusetts
$376K -$24.2K -770 -6%
KWM
696
KFG Wealth Management
Indiana
$376K
PAG
697
Powers Advisory Group
Illinois
$376K -$192K -6,104 -34%
PCM
698
Princeton Capital Management
New Jersey
$374K +$49.2K +1,565 +15%
M&T Bank
699
M&T Bank
New York
$373K -$47.2K -1,500 -11%
FB
700
Fulton Bank
Pennsylvania
$372K