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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 %
KC
701
Kinloch Capital
Virginia
$331K +$331K +10,617 New
WBCM
702
Wilson & Boucher Capital Management
California
$331K -$9.36K -300 -3%
CFB
703
Cullen/Frost Bankers
Texas
$331K
RFA
704
Resurgent Financial Advisors
Georgia
$328K +$76.1K +2,439 +30%
NIWA
705
New Insight Wealth Advisors
California
$328K +$328K +10,517 New
ST
706
Smithfield Trust
Pennsylvania
$328K -$113K -3,567 -26%
WF
707
Warner Financial
Maryland
$326K +$4.78K +153 +1%
IWP
708
Insight Wealth Partners
Texas
$324K
GA
709
Greytown Advisors
Florida
$322K -$55K -1,764 -15%
ES
710
ETF Store
Kansas
$318K -$7.49K -240 -2%
FI
711
Financial Insights
Washington
$318K +$78K +2,500 +32%
MGWM
712
Marks Group Wealth Management
Minnesota
$317K +$317K +10,161 New
WP
713
WealthPLAN Partners
Nebraska
$315K -$53.6K -1,717 -15%
GI
714
Gradient Investments
Minnesota
$315K +$17.5K +560 +6%
KF
715
Krilogy Financial
Missouri
$314K -$97.5K -3,127 -24%
MIM
716
Merrion Investment Management
New Jersey
$312K
MCM
717
Manchester Capital Management
Vermont
$312K +$261K +8,375 +515%
CCG
718
Cypress Capital Group
Florida
$311K -$112K -3,595 -26%
Fisher Asset Management
719
Fisher Asset Management
Washington
$310K +$310K +9,924 New
TCM
720
TD Capital Management
Tennessee
$309K -$19.8K -636 -6%
HCP
721
Hexagon Capital Partners
Arkansas
$307K -$71.9K -2,305 -19%
SCM
722
Sterneck Capital Management
Missouri
$306K
CAGAS
723
Capital Advisory Group Advisory Services
Minnesota
$305K -$1.34K -43 -0.4%
PEA
724
Park Edge Advisors
Ohio
$304K +$6.96K +223 +2%
PWP
725
Principle Wealth Partners
Connecticut
$304K -$38.3K -1,227 -11%