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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
DWA
726
Douglass Winthrop Advisors
New York
$332K
SDJVC
727
St. Denis J. Villere & Co
Louisiana
$332K +$332K +10,000 New
Betterment LLC
728
Betterment LLC
New York
$332K +$29.5K +889 +10%
KMWM
729
Keudell/Morrison Wealth Management
Oregon
$331K +$95.5K +2,875 +41%
FFO
730
Fortitude Family Office
Arizona
$329K -$16.5K -497 -5%
CWM
731
Collaborative Wealth Management
Florida
$328K
TPW
732
Tiller Private Wealth
Pennsylvania
$327K +$92.7K +2,790 +40%
MWM
733
Modera Wealth Management
New Jersey
$326K -$78.7K -2,367 -19%
WF
734
Warner Financial
Maryland
$326K -$9.26K -279 -3%
DW
735
Dodds Wealth
Colorado
$326K +$4.89K +148 +2%
BB
736
Bell Bank
North Dakota
$324K
ST
737
Smithfield Trust
Pennsylvania
$323K -$14.4K -430 -4%
MSFS
738
Main Street Financial Solutions
Pennsylvania
$321K -$28K -842 -8%
SWA
739
SFMG Wealth Advisors
Texas
$321K +$2.82K +85 +0.9%
ISL
740
Ingalls & Snyder LLC
New York
$319K +$319K +9,600 New
TFP
741
Traction Financial Partners
Wyoming
$317K -$4.25K -128 -1%
PWA
742
Provenance Wealth Advisors
Florida
$317K +$29.8K +897 +10%
WFA
743
Websterrogers Financial Advisors
South Carolina
$316K +$864 +26 +0.3%
GI
744
Gradient Investments
Minnesota
$316K -$2.59K -78 -0.8%
HKIMG
745
Hutchens & Kramer Investment Management Group
Indiana
$314K +$1.53K +46 +0.5%
BTC
746
Bank & Trust Company
Illinois
$311K
GG
747
GenWealth Group
New Jersey
$310K
CIC
748
Cutler Investment Counsel
Oregon
$310K -$67.9K -2,042 -18%
LCM
749
Lazari Capital Management
California
$310K +$66.5K +2,000 +27%
MYIA
750
Mount Yale Investment Advisors
Colorado
$309K