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iShares Preferred and Income Securities ETF

953 hedge funds and large institutions have $4.92B invested in iShares Preferred and Income Securities ETF in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 333 increasing their positions, 401 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
953
Holders Change
-3
Holders Change %
-0.31%
% of All Funds
15.19%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.54%
New
84
Increased
333
Reduced
401
Closed
76
Calls
$17M
Puts
$12M
Net Calls
+$5.02M
Net Calls Change
+$5.34M
Name Holding Trade Value Shares
Change
Shares
Change %
CC
726
Claybrook Capital
Massachusetts
$247K
ICG
727
InterOcean Capital Group
Tennessee
$245K -$53.4K -1,770 -18%
WIM
728
Westside Investment Management
California
$244K -$175K -5,799 -42%
RFA
729
Resurgent Financial Advisors
Georgia
$244K +$244K +8,078 New
TWA
730
TCI Wealth Advisors
Arizona
$242K +$16.2K +536 +7%
BSSFA
731
Baron Silver Stevens Financial Advisors
Florida
$242K
WTC
732
WhitTier Trust Company
Nevada
$241K -$26.5K -880 -10%
OIA
733
Optimum Investment Advisors
Illinois
$241K
PWMAG
734
Pinnacle Wealth Management Advisory Group
New Jersey
$241K -$43.1K -1,430 -15%
OFG
735
Omega Financial Group
California
$239K -$18.7K -620 -7%
NIC
736
Northwest Investment Counselors
Oregon
$239K +$1.27K +42 +0.5%
BCM
737
BlueCrest Capital Management
Jersey
$237K -$12.8M -425,275 -98%
CWM
738
C2C Wealth Management
Arizona
$234K
RIM
739
Redwood Investment Management
Arizona
$233K +$233K +7,728 New
LC
740
Lindbrook Capital
California
$233K
MFG
741
Magnus Financial Group
New York
$233K -$11.4K -378 -5%
Luther King Capital Management (LKCM)
742
Luther King Capital Management (LKCM)
Texas
$232K -$238K
HWM
743
Hohimer Wealth Management
Washington
$231K -$2.08K -69 -0.9%
SIC
744
Samalin Investment Counsel
New York
$231K -$59K -1,956 -20%
CIA
745
Choate Investment Advisors
Massachusetts
$231K +$231K +7,654 New
HGERS
746
Householder Group Estate & Retirement Specialist
Arizona
$231K +$231K +7,651 New
CGA
747
Crescent Grove Advisors
Illinois
$230K +$2.99K +99 +1%
BLC
748
Brown, Lisle/Cummings
Rhode Island
$230K -$7.54K -250 -3%
CBB
749
Citizens Business Bank
California
$228K -$21.4K -710 -9%
OAM
750
Occidental Asset Management
California
$227K -$43.1K -1,428 -16%