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iShares Preferred and Income Securities ETF

1,035 hedge funds and large institutions have $6.21B invested in iShares Preferred and Income Securities ETF in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 394 increasing their positions, 392 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,035
Holders Change
+12
Holders Change %
+1.17%
% of All Funds
15.01%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.52%
New
100
Increased
394
Reduced
392
Closed
74
Calls
$14.5M
Puts
$24M
Net Calls
-$9.46M
Net Calls Change
-$9.47M
Name Holding Trade Value Shares
Change
Shares
Change %
MGWM
726
Marks Group Wealth Management
Minnesota
$331K +$3.48K +108 +1%
CPSC
727
Carl P. Sherr & Co
Massachusetts
$330K +$121K +3,760 +58%
FFO
728
Fortitude Family Office
Arizona
$330K -$55.2K -1,712 -14%
PTCG
729
Pring Turner Capital Group
California
$329K -$122K -3,780 -27%
AWM
730
Atticus Wealth Management
Florida
$325K -$23.6K -732 -7%
ST
731
Smithfield Trust
Pennsylvania
$325K -$8.84K -275 -3%
HVIA
732
Hudson Valley Investment Advisors
New York
$324K -$67.7K -2,100 -17%
MIM
733
Merrion Investment Management
New Jersey
$322K
WF
734
Warner Financial
Maryland
$322K -$14.3K -445 -4%
NIWA
735
New Insight Wealth Advisors
California
$321K -$18K -560 -5%
TWA
736
TCI Wealth Advisors
Arizona
$321K +$26.8K +830 +9%
CWM
737
Collaborative Wealth Management
Florida
$318K +$19.6K +608 +7%
SCM
738
Sterneck Capital Management
Missouri
$316K
BB
739
Bell Bank
North Dakota
$314K
HL
740
HeadInvest LLC
Maine
$314K -$80.6K -2,500 -20%
HCP
741
Hexagon Capital Partners
Arkansas
$311K -$6.32K -196 -2%
AFS
742
AFG Fiduciary Services
Massachusetts
$311K +$20.1K +628 +7%
GI
743
Gradient Investments
Minnesota
$309K -$16.1K -500 -5%
NSIM
744
North Star Investment Management
Illinois
$309K
JFG
745
Jefferies Financial Group
New York
$308K +$10.1K +312 +3%
HSA
746
HBK Sorce Advisory
Pennsylvania
$308K +$308K +9,553 New
MSFS
747
Main Street Financial Solutions
Pennsylvania
$308K -$294K -9,125 -49%
GJIA
748
Glass Jacobson Investment Advisors
Maryland
$307K +$1.06K +33 +0.3%
BFG
749
Bleakley Financial Group
New Jersey
$307K +$88.2K +2,737 +40%
DW
750
Dodds Wealth
Colorado
$307K +$3.29K +102 +1%