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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%
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 %
FAM
751
Family Asset Management
South Carolina
$306K +$101K +3,136 +49%
SWA
752
SFMG Wealth Advisors
Texas
$306K +$1.87K +58 +0.6%
WFA
753
Websterrogers Financial Advisors
South Carolina
$305K
PMG
754
ProVise Management Group
Florida
$304K +$5.29K +164 +2%
GG
755
GenWealth Group
New Jersey
$301K
HKIMG
756
Hutchens & Kramer Investment Management Group
Indiana
$301K -$40.7K -1,268 -12%
O3W
757
Omni 360 Wealth
New Jersey
$301K -$7.67K -238 -2%
UBV
758
United Bank (Virginia)
Virginia
$300K
WAG
759
Winthrop Advisory Group
Massachusetts
$300K
BWAM
760
Boyd Watterson Asset Management
Ohio
$299K +$25.9K +805 +10%
ES
761
ETF Store
Kansas
$298K -$31.2K -969 -9%
PWP
762
Principle Wealth Partners
Connecticut
$297K -$17.5K -542 -6%
VFPI
763
Vantage Financial Partners (Illinois)
Illinois
$294K +$38.7K +1,200 +15%
PWM
764
Proathlete Wealth Management
Florida
$294K -$253K -7,858 -46%
CCFM
765
Clear Creek Financial Management
Washington
$293K +$81.4K +2,527 +39%
QFA
766
Quantum Financial Advisors
California
$290K -$290 -9 -0.1%
M&T Bank
767
M&T Bank
New York
$289K -$289K -8,958 -50%
AHC
768
Adell Harriman & Carpenter
Texas
$288K -$106K -3,300 -27%
WMA
769
West Michigan Advisors
Michigan
$286K -$11K -341 -4%
PMSA
770
Patrick M. Sweeney & Associates
Illinois
$286K +$286K +8,885 New
OFG
771
Omega Financial Group
California
$285K +$548 +17 +0.2%
CCAL
772
City Center Advisors LLC
Michigan
$284K +$284K +8,806 New
CSPIA
773
Cary Street Partners Investment Advisory
Virginia
$279K +$279K +8,667 New
PWMAG
774
Pinnacle Wealth Management Advisory Group
New Jersey
$279K +$13.1K +405 +5%
Jones Financial Companies
775
Jones Financial Companies
Missouri
$278K +$278K +8,634 New