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iShares Preferred and Income Securities ETF

1,035 hedge funds and large institutions have $6.21B invested in iShares Preferred and Income Securities ETF in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 394 increasing their positions, 392 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,035
Holders Change
+12
Holders Change %
+1.17%
% of All Funds
15%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.52%
New
100
Increased
394
Reduced
392
Closed
74
Calls
$14.5M
Puts
$24M
Net Calls
-$9.46M
Net Calls Change
-$9.47M
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
701
Magnus Financial Group
New York
$372K +$126K +3,902 +51%
VST
702
Van Strum & Towne
California
$370K -$98.3K -3,050 -21%
CFB
703
Cullen/Frost Bankers
Texas
$369K +$27.1K +840 +8%
EWA
704
EP Wealth Advisors
California
$369K -$130K -4,030 -26%
TCM
705
TD Capital Management
Tennessee
$367K +$47.8K +1,482 +15%
ABC
706
Associated Banc-Corp
Wisconsin
$363K -$15.6K -484 -4%
RG
707
Rathbones Group
United Kingdom
$361K
SW
708
SteelPeak Wealth
California
$359K -$5.77K -179 -2%
ICG
709
InterOcean Capital Group
Tennessee
$359K +$359K +11,134 New
GA
710
Geller Advisors
New York
$357K +$8.03K +249 +2%
AA
711
AlphaCentric Advisors
Puerto Rico
$357K -$19.9K -616 -5%
BFA
712
Bragg Financial Advisors
North Carolina
$355K
SC
713
Slow Capital
California
$354K +$101K +3,144 +40%
FPAS
714
Focus Partners Advisor Solutions
Missouri
$352K -$223K -6,923 -39%
CAWM
715
Capital Advisors Wealth Management
Washington
$348K +$56.5K +1,752 +19%
CWM
716
Chemistry Wealth Management
New York
$348K
WP
717
WealthPLAN Partners
Nebraska
$346K +$19.9K +618 +6%
AMM
718
American Money Management
California
$344K -$98.3K -3,050 -22%
WT
719
Washington Trust
Rhode Island
$343K -$4.19K -130 -1%
WBCM
720
Wilson & Boucher Capital Management
California
$342K
EP
721
Edgestream Partners
New Jersey
$341K +$341K +10,583 New
MCM
722
Manchester Capital Management
Vermont
$339K +$16.3K +507 +5%
IWP
723
Insight Wealth Partners
Texas
$335K
GA
724
Greytown Advisors
Florida
$333K
CAGAS
725
Capital Advisory Group Advisory Services
Minnesota
$331K +$16.6K +516 +5%