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iShares Preferred and Income Securities ETF

997 hedge funds and large institutions have $5.63B invested in iShares Preferred and Income Securities ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 376 increasing their positions, 394 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
-38
Holders Change %
-3.67%
% of All Funds
14.5%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.44%
New
74
Increased
376
Reduced
394
Closed
93
Calls
$11.7M
Puts
$40.6M
Net Calls
-$28.9M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Shares
Change %
GJIA
751
Glass Jacobson Investment Advisors
Maryland
$276K -$25.1K -795 -8%
PWMAG
752
Pinnacle Wealth Management Advisory Group
New Jersey
$273K
PWA
753
Provenance Wealth Advisors
Florida
$272K -$162K -5,125 -37%
KS
754
Karpas Strategies
Connecticut
$271K +$252 +8 +0.1%
LWANC
755
Laurel Wealth Advisors (North Carolina)
North Carolina
$271K
1WA
756
180 Wealth Advisors
Washington
$265K +$265K +8,299 New
1832 Asset Management
757
1832 Asset Management
Ontario, Canada
$265K -$753K -23,853 -74%
SIC
758
Samalin Investment Counsel
New York
$263K +$35.3K +1,119 +16%
NA
759
Nottingham Advisors
New York
$261K -$290K -9,183 -53%
TWP
760
Tyche Wealth Partners
Texas
$260K -$5.46K -173 -2%
Tudor Investment Corp
761
Tudor Investment Corp
Connecticut
$259K -$133K -4,219 -34%
BAM
762
Belpointe Asset Management
Nevada
$254K +$30.1K +954 +13%
OIA
763
Optimum Investment Advisors
Illinois
$252K
OFG
764
Omega Financial Group
California
$252K -$27.4K -869 -10%
MP
765
McDonald Partners
Ohio
$250K
CWM
766
C2C Wealth Management
Arizona
$250K
LSIA
767
LaSalle St. Investment Advisors
Illinois
$249K +$249K +7,887 New
HFA
768
High Falls Advisors
New York
$249K -$234K -7,432 -49%
LC
769
Lindbrook Capital
California
$244K
PIA
770
Perennial Investment Advisors
California
$244K -$22.4K -710 -8%
MGIA
771
Moneta Group Investment Advisors
Missouri
$243K +$243K +7,715 New
GWM
772
Greenwich Wealth Management
Connecticut
$243K +$22.6K +715 +10%
WDG
773
Wealth Dimensions Group
Ohio
$242K +$35.2K +1,115 +17%
WE
774
Wealth Effects
Massachusetts
$242K -$233K -7,373 -49%
WP
775
WealthShield Partners
North Carolina
$241K +$23.3K +740 +11%