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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.

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 Market Value Shares Shares
Change
Shares
Change %
FWP
51
Falcon Wealth Planning
California
$21.5M 647,091 -22,151 -3%
RSWM
52
Robertson Stephens Wealth Management
California
$20.5M 617,585 +603,778 +4,373%
WCA
53
Westover Capital Advisors
Delaware
$19.8M 595,372 +311,237 +110%
CTB
54
Country Trust Bank
Illinois
$18.9M 568,984
FMLI
55
Fukoku Mutual Life Insurance
Japan
$18.9M 567,500
MML Investors Services
56
MML Investors Services
Massachusetts
$18.7M 563,561 +38,487 +7%
GWM
57
GDS Wealth Management
Texas
$18.6M 558,595 +61,697 +12%
KAS
58
Kestra Advisory Services
Texas
$18M 540,725 +48,870 +10%
Cerity Partners
59
Cerity Partners
New York
$17.8M 535,148 +22,947 +4%
Envestnet Portfolio Solutions
60
Envestnet Portfolio Solutions
Illinois
$17.3M 520,000 +362,925 +231%
FBB
61
Fulton Breakefield Broenniman
Maryland
$16.6M 499,710 +7,192 +1%
Citigroup
62
Citigroup
New York
$16.2M 487,404 +4,253 +0.9%
PFA
63
Pure Financial Advisors
California
$16M 480,831 +23,591 +5%
AMG
64
Advisors Management Group
Wisconsin
$15.8M 475,688 +18,405 +4%
SA
65
Sanctuary Advisors
Indiana
$14.7M 450,735 -13,369 -3%
FCBT
66
First Citizens Bank & Trust
North Carolina
$14.4M 433,757 +374,170 +628%
OPAM
67
Ocean Park Asset Management
California
$14.3M 431,120 -383,316 -47%
PI
68
Parkside Investments
Illinois
$13.4M 402,190 +55,762 +16%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$13.1M 391,250 -61,434 -14%
CI
70
Conning Inc
Connecticut
$13M 390,500
CS
71
Capital Square
Tennessee
$12.8M 384,705 +68,898 +22%
AAS
72
Avantax Advisory Services
Texas
$12.7M 381,432 +49,861 +15%
SCTC
73
Sanibel Captiva Trust Company
Florida
$12.4M 372,805 -49,761 -12%
SWIG
74
Strategic Wealth Investment Group
Kentucky
$12.4M 372,248 +94,516 +34%
Marshall Wace
75
Marshall Wace
United Kingdom
$12M 362,600 -94,400 -21%