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iShares Preferred and Income Securities ETF

1,058 hedge funds and large institutions have $6.26B invested in iShares Preferred and Income Securities ETF in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 379 increasing their positions, 394 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,058
Holders Change
+49
Holders Change %
+4.86%
% of All Funds
14.09%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.37%
New
132
Increased
379
Reduced
394
Closed
67
Calls
$7.91M
Puts
$33.1M
Net Calls
-$25.2M
Net Calls Change
-$4.25M
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
701
Core Wealth Partners
California
$372K
AA
702
AlphaCentric Advisors
Puerto Rico
$369K +$19.1K +608 +5%
TCM
703
TD Capital Management
Tennessee
$369K +$1.35K +43 +0.4%
LMKC
704
L.M. Kohn & Company
Ohio
$367K +$534 +17 +0.1%
NFA
705
Northwest Financial Advisors
Virginia
$367K +$6.38K +203 +2%
FMC
706
First Merchants Corp
Indiana
$366K -$14.1K -450 -4%
SP
707
SWS Partners
Ohio
$366K -$11.9K -378 -3%
SBH
708
Segall Bryant & Hamill
Illinois
$366K +$366K +11,635 New
JWCA
709
J.W. Coons Advisors
Ohio
$364K +$73.3K +2,330 +25%
PMG
710
ProVise Management Group
Florida
$362K -$24.4K -777 -6%
CFB
711
Cullen/Frost Bankers
Texas
$356K +$440 +14 +0.1%
TPWM
712
Twelve Points Wealth Management
Massachusetts
$353K -$98.9K -3,146 -22%
FPW
713
Flywheel Private Wealth
California
$351K +$351K +11,175 New
CAWM
714
Capital Advisors Wealth Management
Washington
$351K +$19.2K +610 +6%
CCG
715
Coastwise Capital Group
California
$350K +$10.6K +337 +3%
AIM
716
Advyzon Investment Management
Illinois
$348K +$348K +11,079 New
PWA
717
Provenance Wealth Advisors
Florida
$348K +$48.4K +1,539 +16%
TPW
718
Tiller Private Wealth
Pennsylvania
$341K +$31.8K +1,010 +10%
MYIA
719
Mount Yale Investment Advisors
Colorado
$341K +$48.7K +1,550 +17%
BIA
720
Benchmark Investment Advisors
Illinois
$341K -$83.4K -2,652 -20%
GEA
721
Glen Eagle Advisors
New Jersey
$341K -$11.9K -378 -3%
CWM
722
Chemistry Wealth Management
New York
$340K
FA
723
Flagstar Advisors
New York
$339K -$40.3K -1,283 -11%
FHA
724
First Horizon Advisors
Tennessee
$338K -$206K -6,541 -38%
Qube Research & Technologies (QRT)
725
Qube Research & Technologies (QRT)
United Kingdom
$338K -$212K -6,747 -39%