PFF icon

iShares Preferred and Income Securities ETF

946 hedge funds and large institutions have $4.85B invested in iShares Preferred and Income Securities ETF in 2023 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 318 increasing their positions, 383 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
946
Holders Change
-28
Holders Change %
-2.87%
% of All Funds
15.14%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.54%
New
97
Increased
318
Reduced
383
Closed
98
Calls
$11.7M
Puts
$46.8M
Net Calls
-$35.1M
Net Calls Change
+$22.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SF
701
Summit Financial
New Jersey
$289K +$289K +9,263 New
ML
702
McAdam LLC
Pennsylvania
$289K +$289K +9,255 New
CPIA
703
Cornell Pochily Investment Advisors
New York
$286K +$2.06K +66 +0.7%
WF
704
Warner Financial
Maryland
$286K +$31 +1 +0%
WMA
705
West Michigan Advisors
Michigan
$286K +$874 +28 +0.3%
CPRC
706
Consolidated Portfolio Review Corp
New York
$286K +$286K +9,155 New
GA
707
Greytown Advisors
Florida
$286K +$593 +19 +0.2%
AWS
708
Arkfeld Wealth Strategies
Nebraska
$285K -$4.42M -141,511 -94%
WCM
709
WealthBridge Capital Management
Ohio
$282K -$27.9K -895 -9%
CS
710
Capital Square
Tennessee
$282K
JFGIW
711
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$281K
APG
712
Abacus Planning Group
South Carolina
$281K
LWANC
713
Laurel Wealth Advisors (North Carolina)
North Carolina
$281K -$132K -4,215 -32%
FAM
714
Flaharty Asset Management
Florida
$279K -$415K -13,305 -60%
MP
715
McDonald Partners
Ohio
$279K
DT
716
Diversified Trust
Tennessee
$275K +$275K +8,823 New
SWA
717
SFMG Wealth Advisors
Texas
$275K -$182K -5,837 -40%
TA
718
TrueWealth Advisors
Alabama
$273K -$1.77M -56,782 -87%
FAIM
719
Financial Advocates Investment Management
Washington
$272K -$1.51M -46,103 -85%
GA
720
Geller Advisors
New York
$271K +$52.7K +1,689 +24%
CAMG
721
CWA Asset Management Group
Florida
$269K -$5.25K -168 -2%
RCG
722
Regatta Capital Group
California
$269K
ACA
723
Aptus Capital Advisors
Alabama
$269K +$158K +5,077 +143%
KS
724
Karpas Strategies
Connecticut
$267K +$187 +6 +0.1%
DBT
725
Dubuque Bank & Trust
Iowa
$265K -$16.5K -527 -6%