PFF icon

iShares Preferred and Income Securities ETF

946 hedge funds and large institutions have $4.85B invested in iShares Preferred and Income Securities ETF in 2023 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 318 increasing their positions, 383 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
946
Holders Change
-28
Holders Change %
-2.87%
% of All Funds
15.14%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.54%
New
97
Increased
318
Reduced
383
Closed
98
Calls
$11.7M
Puts
$46.8M
Net Calls
-$35.1M
Net Calls Change
+$22.7M
Name Holding Trade Value Shares
Change
Shares
Change %
BWAM
726
Boyd Watterson Asset Management
Ohio
$264K
SS
727
Sunbelt Securities
Texas
$263K -$70.2K -2,270 -21%
APWM
728
Argonautica Private Wealth Management
Massachusetts
$260K +$20.7K +664 +9%
ISWM
729
Independent Solutions Wealth Management
New York
$255K -$524K -16,782 -67%
LOIP
730
Live Oak Investment Partners
Texas
$253K -$248K
OFG
731
Omega Financial Group
California
$253K -$39.4K -1,262 -13%
BSSFA
732
Baron Silver Stevens Financial Advisors
Florida
$250K -$158K -5,060 -39%
OIA
733
Optimum Investment Advisors
Illinois
$250K -$49.6K -1,588 -17%
NIC
734
Northwest Investment Counselors
Oregon
$248K -$6.84K -219 -3%
BLC
735
Brown, Lisle/Cummings
Rhode Island
$248K
SAS
736
Stelac Advisory Services
New York
$248K -$3.75K -120 -1%
IWM
737
IHT Wealth Management
Illinois
$248K -$593K -19,001 -71%
CWM
738
C2C Wealth Management
Arizona
$247K -$15.6K -500 -6%
HWM
739
Hohimer Wealth Management
Washington
$246K -$4.43K -142 -2%
AT
740
American Trust
Kentucky
$246K +$24.8K +1,243 +11%
WMA
741
Wealth Management Associates
New Jersey
$246K -$15.6K -500 -6%
CFG
742
Citizens Financial Group
Rhode Island
$246K -$339K -10,850 -58%
IAS
743
Insigneo Advisory Services
Florida
$246K +$246K +7,867 New
BWA
744
Beam Wealth Advisors
Louisiana
$243K -$20.4K -654 -8%
CA
745
Carson Advisory
Georgia
$242K +$242K +7,756 New
FAG
746
Fortitude Advisory Group
Washington
$242K -$27.3K -875 -10%
PIA
747
Perennial Investment Advisors
California
$241K +$241K +7,731 New
LC
748
Lindbrook Capital
California
$241K -$358K -11,454 -60%
KMWM
749
Keudell/Morrison Wealth Management
Oregon
$240K -$13.3K -425 -5%
CAG
750
Csenge Advisory Group
Florida
$236K -$31K -993 -12%