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iShares Preferred and Income Securities ETF

953 hedge funds and large institutions have $4.92B invested in iShares Preferred and Income Securities ETF in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 333 increasing their positions, 401 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
953
Holders Change
-3
Holders Change %
-0.31%
% of All Funds
15.19%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.54%
New
84
Increased
333
Reduced
401
Closed
76
Calls
$17M
Puts
$12M
Net Calls
+$5.02M
Net Calls Change
+$5.34M
Name Holding Trade Value Shares
Change
Shares
Change %
JPWM
751
Jamison Private Wealth Management
Georgia
$226K +$226K +7,508 New
ML
752
McAdam LLC
Pennsylvania
$226K -$69.6K -2,310 -24%
GVAG
753
Great Valley Advisor Group
Delaware
$226K -$128K -4,258 -36%
JFG
754
Jefferies Financial Group
New York
$225K +$225K +7,463 New
LFS
755
Legacy Financial Strategies
Kansas
$224K
PCM
756
Parsons Capital Management
Rhode Island
$224K
IW
757
Instrumental Wealth
Florida
$223K +$29.2K +1,016 +15%
DWA
758
Douglass Winthrop Advisors
New York
$223K +$223K +7,400 New
WCM
759
WealthBridge Capital Management
Ohio
$220K -$39K -1,293 -15%
FI
760
Financial Insights
Washington
$220K +$220K +7,700 New
SFP
761
Shepherd Financial Partners
Massachusetts
$219K -$35.2K -1,166 -14%
NFSG
762
Newbridge Financial Services Group
Florida
$219K -$43K -1,427 -16%
JWCA
763
J.W. Coons Advisors
Ohio
$218K +$218K +7,245 New
WMA
764
Wealth Management Associates
New Jersey
$218K -$11.3K -375 -5%
LCM
765
Lazari Capital Management
California
$216K -$58.8K -1,950 -21%
FAG
766
Fortitude Advisory Group
Washington
$216K -$18.2K -603 -8%
TCM
767
Tran Capital Management
California
$215K
CIC
768
Carnegie Investment Counsel
Ohio
$214K -$4.19K -139 -2%
KMWM
769
Keudell/Morrison Wealth Management
Oregon
$214K -$18.1K -600 -8%
AA
770
Aire Advisors
California
$213K -$301K -9,982 -59%
Simplex Trading
771
Simplex Trading
Illinois
$212K +$128K +4,273 +154%
OBWG
772
Onyx Bridge Wealth Group
New York
$212K -$33.9K -1,123 -14%
PMA
773
Prudent Man Advisors
Illinois
$212K
SMH
774
Sanders Morris Harris
Texas
$212K +$513 +17 +0.2%
CAG
775
Csenge Advisory Group
Florida
$210K +$11K +364 +6%