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iShares Preferred and Income Securities ETF

1,009 hedge funds and large institutions have $6.02B invested in iShares Preferred and Income Securities ETF in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 413 increasing their positions, 361 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
+12
Holders Change %
+1.2%
% of All Funds
14.6%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.45%
New
78
Increased
413
Reduced
361
Closed
53
Calls
$5.43M
Puts
$26.4M
Net Calls
-$21M
Net Calls Change
+$7.91M
Name Holding Trade Value Shares
Change
Shares
Change %
WAG
751
Winthrop Advisory Group
Massachusetts
$309K
BW
752
Bison Wealth
Georgia
$309K +$309K +9,284 New
HCA
753
Harbour Capital Advisors
Virginia
$308K +$87.4K +2,640 +40%
FIM
754
FWL Investment Management
Texas
$308K +$59.3K +1,785 +24%
PWMAG
755
Pinnacle Wealth Management Advisory Group
New Jersey
$308K +$20.3K +611 +7%
JWCA
756
J.W. Coons Advisors
Ohio
$307K +$14K +420 +5%
TWP
757
Tempus Wealth Planning
California
$304K +$74.8K +2,252 +33%
GJIA
758
Glass Jacobson Investment Advisors
Maryland
$304K +$13.5K +406 +5%
O3W
759
Omni 360 Wealth
New Jersey
$303K +$299 +9 +0.1%
WF
760
WoodTrust Financial
Wisconsin
$303K +$303K +9,110 New
PWM
761
Proathlete Wealth Management
Florida
$303K
FMP
762
Financial Management Professionals
Texas
$302K +$4.71K +142 +2%
BWP
763
Balboa Wealth Partners
Arizona
$302K -$444K -13,356 -60%
MGIA
764
Moneta Group Investment Advisors
Missouri
$301K +$45.1K +1,356 +18%
WAM
765
Wolverine Asset Management
Illinois
$299K +$120K +3,600 +67%
QFA
766
Quantum Financial Advisors
California
$299K
AW
767
Alaethes Wealth
Nevada
$297K +$297K +8,945 New
KFGK
768
Keystone Financial Group (Kentucky)
Kentucky
$296K +$296K +8,908 New
CP
769
Castleview Partners
Texas
$296K -$32.1K -967 -10%
IW
770
Instrumental Wealth
Florida
$296K +$534 +16 +0.2%
PIA
771
Perennial Investment Advisors
California
$292K +$35.2K +1,059 +14%
VFA
772
Valeo Financial Advisors
Indiana
$290K +$290K +8,728 New
LSIA
773
LaSalle St. Investment Advisors
Illinois
$290K +$28.1K +846 +11%
1WA
774
180 Wealth Advisors
Washington
$289K +$13.5K +407 +5%
VVP
775
Venture Visionary Partners
Ohio
$287K -$22.5K -676 -7%