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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 %
LFS
751
Legacy Financial Strategies
Kansas
$235K +$2.22K +71 +1%
CIC
752
Carnegie Investment Counsel
Ohio
$233K -$20.5K -658 -8%
FWA
753
FSM Wealth Advisors
Ohio
$232K +$232K +7,428 New
PCM
754
Parsons Capital Management
Rhode Island
$232K
WIM
755
WealthPlan Investment Management
Nebraska
$229K -$481K -15,417 -68%
EP
756
Edgestream Partners
New Jersey
$227K +$227K +7,286 New
TWA
757
TCI Wealth Advisors
Arizona
$225K -$129K -4,117 -36%
MWM
758
Meridian Wealth Management
Kentucky
$225K +$19.5K +626 +10%
AA
759
Ancora Advisors
Ohio
$223K +$3.68K +118 +2%
PJSIMP
760
P.J. Schmidt Investment Management (PJS)
Wisconsin
$223K +$223K +7,138 New
TCM
761
Tran Capital Management
California
$222K
BAG
762
Bridgewealth Advisory Group
California
$222K -$19K -608 -8%
BFEC
763
Benjamin F. Edwards & Company
Missouri
$221K +$166K +5,319 +301%
PMA
764
Prudent Man Advisors
Illinois
$219K
SMH
765
Sanders Morris Harris
Texas
$219K +$219K +7,000 New
SWMP
766
Signature Wealth Management Partners
New Jersey
$218K -$32.2K -1,031 -13%
PCM
767
Princeton Capital Management
New Jersey
$216K +$62 +2 +0%
QFA
768
Quantum Financial Advisors
California
$216K
WCM
769
Windsor Capital Management
Arizona
$215K -$18.6K -596 -8%
SIG
770
Stonegate Investment Group
Alabama
$215K
1CM
771
1492 Capital Management
Wisconsin
$214K +$214K +6,853 New
VCA
772
Verdence Capital Advisors
Maryland
$212K +$212K +6,794 New
AIC
773
Archer Investment Corporation
Indiana
$212K
LWM
774
LJI Wealth Management
Indiana
$211K +$211K +6,772 New
WP
775
WealthSpring Partners
California
$211K +$500 +16 +0.2%