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iShares Preferred and Income Securities ETF

1,009 hedge funds and large institutions have $6.02B invested in iShares Preferred and Income Securities ETF in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 413 increasing their positions, 361 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
+12
Holders Change %
+1.2%
% of All Funds
14.6%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.45%
New
78
Increased
413
Reduced
361
Closed
53
Calls
$5.43M
Puts
$26.4M
Net Calls
-$21M
Net Calls Change
+$7.91M
Name Holding Trade Value Shares
Change
Shares
Change %
WP
701
WealthPLAN Partners
Nebraska
$363K +$6.31K +190 +2%
CWM
702
Chemistry Wealth Management
New York
$359K
CCG
703
Coastwise Capital Group
California
$359K -$77.2K -2,324 -18%
WT
704
Washington Trust
Rhode Island
$353K
CFS
705
CRA Financial Services
New Jersey
$351K +$351K +10,565 New
CAWM
706
Capital Advisors Wealth Management
Washington
$350K -$34.6K -1,040 -9%
CCFM
707
Clear Creek Financial Management
Washington
$348K -$6.95K -209 -2%
IFA
708
Interactive Financial Advisors
Illinois
$348K -$42.4K -1,276 -11%
DWT
709
Dorsey & Whitney Trust
South Dakota
$347K -$299 -9 -0.1%
ABC
710
Associated Banc-Corp
Wisconsin
$344K -$13.3K -400 -4%
PCM
711
Princeton Capital Management
New Jersey
$344K -$6.21K -187 -2%
LWMM
712
Legacy Wealth Management (Mississippi)
Mississippi
$343K +$343K +10,327 New
TWC
713
TD Waterhouse Canada
Ontario, Canada
$342K +$99.6K +2,999 +41%
MWA
714
Midland Wealth Advisors
Illinois
$342K +$342K +10,285 New
AWM
715
Atticus Wealth Management
Florida
$341K +$3.19K +96 +0.9%
BC
716
Barrett & Company
Rhode Island
$340K +$21.5K +648 +7%
AFS
717
AFG Fiduciary Services
Massachusetts
$340K +$14.2K +427 +4%
KOMWMG
718
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$339K -$144K -4,347 -30%
EIA
719
Edgemoor Investment Advisors
Maryland
$337K +$42.9K +1,290 +15%
BA
720
Bristlecone Advisors
Washington
$335K
MLA
721
My Legacy Advisors
Oregon
$334K -$132K -3,987 -28%
WIA
722
World Investment Advisors
California
$333K +$122K +3,671 +58%
BPAMU
723
BTG Pactual Asset Management US
New York
$332K +$332K +10,330 New
WBCM
724
Wilson & Boucher Capital Management
California
$332K -$9.97K -300 -3%
DWA
725
Douglass Winthrop Advisors
New York
$332K