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iShares Preferred and Income Securities ETF

956 hedge funds and large institutions have $4.99B invested in iShares Preferred and Income Securities ETF in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 317 increasing their positions, 403 reducing their positions, and 74 closing their positions.

Holders
956
Holders Change
+10
Holders Change %
+1.06%
% of All Funds
15.08%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.55%
New
93
Increased
317
Reduced
403
Closed
74
Calls
$14.6M
Puts
$14.9M
Net Calls
-$322K
Net Calls Change
+$34.8M
Name Holding Trade Value Shares
Change
Shares
Change %
NIC
751
Northwest Investment Counselors
Oregon
$243K -$2.69K -87 -1%
CFG
752
Citizens Financial Group
Rhode Island
$243K
BLC
753
Brown, Lisle/Cummings
Rhode Island
$243K -$2.75K -89 -1%
CWM
754
C2C Wealth Management
Arizona
$242K
FA
755
Flagstar Advisors
New York
$241K -$144K -4,665 -37%
AAM
756
Advisors Asset Management
Colorado
$241K +$101K +3,256 +72%
FAG
757
Fortitude Advisory Group
Washington
$240K +$93 +3 +0%
HWM
758
Hohimer Wealth Management
Washington
$239K -$4.95K -160 -2%
LC
759
Lindbrook Capital
California
$239K
KMWM
760
Keudell/Morrison Wealth Management
Oregon
$238K
Luther King Capital Management (LKCM)
761
Luther King Capital Management (LKCM)
Texas
$238K
WMA
762
Wealth Management Associates
New Jersey
$236K -$8.04K -260 -3%
DT
763
Diversified Trust
Tennessee
$234K -$38.7K -1,251 -14%
GJIA
764
Glass Jacobson Investment Advisors
Maryland
$233K +$233K +7,545 New
CGA
765
Crescent Grove Advisors
Illinois
$233K +$233K +7,542 New
LFS
766
Legacy Financial Strategies
Kansas
$233K
OCM
767
Objective Capital Management
Ohio
$232K +$232K +7,511 New
FWA
768
FSM Wealth Advisors
Ohio
$232K +$3.3K +107 +1%
TWA
769
TCI Wealth Advisors
Arizona
$232K +$8.44K +273 +4%
PCM
770
Parsons Capital Management
Rhode Island
$229K
HCA
771
Harbour Capital Advisors
Virginia
$229K +$23.8K +765 +12%
SIG
772
Stonegate Investment Group
Alabama
$228K +$15.5K +500 +7%
WIM
773
WealthPlan Investment Management
Nebraska
$228K +$1.02K +33 +0.5%
PPP
774
Private Portfolio Partners
New Jersey
$226K -$87.1K -2,817 -28%
CIC
775
Carnegie Investment Counsel
Ohio
$224K -$6.19K -200 -3%