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iShares Preferred and Income Securities ETF

997 hedge funds and large institutions have $5.63B invested in iShares Preferred and Income Securities ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 376 increasing their positions, 394 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
-38
Holders Change %
-3.67%
% of All Funds
14.5%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.44%
New
74
Increased
376
Reduced
394
Closed
93
Calls
$11.7M
Puts
$40.6M
Net Calls
-$28.9M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
701
Princeton Capital Management
New Jersey
$332K +$76K +2,408 +30%
PMSA
702
Patrick M. Sweeney & Associates
Illinois
$332K +$57.4K +1,860 +21%
MSFS
703
Main Street Financial Solutions
Pennsylvania
$332K +$30.5K +967 +10%
HAG
704
HF Advisory Group
Maryland
$331K -$127K -4,032 -28%
GS
705
GTS Securities
New York
$331K +$331K +10,484 New
DWT
706
Dorsey & Whitney Trust
South Dakota
$330K +$330K +10,460 New
FFO
707
Fortitude Family Office
Arizona
$328K +$4.89K +155 +2%
GA
708
Greytown Advisors
Florida
$326K
SW
709
SteelPeak Wealth
California
$325K -$26K -823 -7%
WBCM
710
Wilson & Boucher Capital Management
California
$325K -$9.47K -300 -3%
ST
711
Smithfield Trust
Pennsylvania
$321K
AWM
712
Atticus Wealth Management
Florida
$321K +$2.21K +70 +0.7%
MAWAG
713
Mid-American Wealth Advisory Group
Missouri
$321K -$163K -5,176 -34%
WF
714
Warner Financial
Maryland
$319K +$3.22K +102 +1%
BA
715
Bristlecone Advisors
Washington
$318K +$318K +10,085 New
MIM
716
Merrion Investment Management
New Jersey
$316K
DWA
717
Douglass Winthrop Advisors
New York
$316K +$56.8K +1,800 +22%
AFS
718
AFG Fiduciary Services
Massachusetts
$312K +$2.71K +85 +0.9%
CWM
719
Collaborative Wealth Management
Florida
$312K
CP
720
Castleview Partners
Texas
$311K -$97.7K -3,098 -24%
BB
721
Bell Bank
North Dakota
$308K
HL
722
HeadInvest LLC
Maine
$307K
TFP
723
Traction Financial Partners
Wyoming
$307K -$112K -3,524 -27%
DW
724
Dodds Wealth
Colorado
$305K +$6.09K +194 +2%
SWA
725
SFMG Wealth Advisors
Texas
$302K +$2.59K +82 +0.9%