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iShares Preferred and Income Securities ETF

1,023 hedge funds and large institutions have $5.91B invested in iShares Preferred and Income Securities ETF in 2023 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 320 increasing their positions, 431 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,023
Holders Change
+70
Holders Change %
+7.35%
% of All Funds
15%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.47%
New
164
Increased
320
Reduced
431
Closed
79
Calls
$16.6M
Puts
$16.6M
Net Calls
+$13K
Net Calls Change
-$5M
Name Holding Trade Value Shares
Change
Shares
Change %
BB
726
Bell Bank
North Dakota
$304K -$87.5K -2,806 -22%
NSIM
727
North Star Investment Management
Illinois
$299K -$201K -6,450 -40%
O3W
728
Omni 360 Wealth
New Jersey
$298K +$298K +9,564 New
GJIA
729
Glass Jacobson Investment Advisors
Maryland
$296K +$29.2K +936 +11%
WFA
730
Websterrogers Financial Advisors
South Carolina
$295K +$295K +9,461 New
AWS
731
Arkfeld Wealth Strategies
Nebraska
$295K +$2.99K +95 +1%
SWA
732
SFMG Wealth Advisors
Texas
$294K +$686 +22 +0.2%
DW
733
Dodds Wealth
Colorado
$293K +$293K +9,408 New
MWPCG
734
Measured Wealth Private Client Group
New Hampshire
$292K +$19.7K +630 +7%
UWM
735
USAdvisors Wealth Management
Minnesota
$292K +$292K +9,379 New
GG
736
GenWealth Group
New Jersey
$291K
UBV
737
United Bank (Virginia)
Virginia
$290K -$5.46K -175 -2%
WAG
738
Winthrop Advisory Group
Massachusetts
$290K
CWM
739
Collaborative Wealth Management
Florida
$289K
PMG
740
ProVise Management Group
Florida
$289K -$36.1K -1,157 -11%
JFG
741
Jefferies Financial Group
New York
$289K +$55.8K +1,790 +24%
WMA
742
West Michigan Advisors
Michigan
$288K +$842 +27 +0.3%
AFS
743
AFG Fiduciary Services
Massachusetts
$285K +$285K +9,076 New
TWA
744
TCI Wealth Advisors
Arizona
$284K +$34.1K +1,092 +14%
CAWM
745
Capital Advisors Wealth Management
Washington
$282K -$275K -8,802 -49%
QFA
746
Quantum Financial Advisors
California
$281K
CWM
747
Connecticut Wealth Management
Connecticut
$280K -$54.6K -1,750 -16%
EIP
748
Ellis Investment Partners
Pennsylvania
$277K +$277K +8,890 New
OFG
749
Omega Financial Group
California
$275K +$28.4K +910 +11%
VWA
750
VERITY Wealth Advisors
United States
$275K +$275K +8,820 New