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iShares Preferred and Income Securities ETF

1,058 hedge funds and large institutions have $6.26B invested in iShares Preferred and Income Securities ETF in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 379 increasing their positions, 394 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,058
Holders Change
+49
Holders Change %
+4.86%
% of All Funds
14.09%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.37%
New
132
Increased
379
Reduced
394
Closed
67
Calls
$7.91M
Puts
$33.1M
Net Calls
-$25.2M
Net Calls Change
-$4.25M
Name Holding Trade Value Shares
Change
Shares
Change %
MLA
751
My Legacy Advisors
Oregon
$315K -$4.12K -130 -1%
MIM
752
Merrion Investment Management
New Jersey
$314K
WBCM
753
Wilson & Boucher Capital Management
California
$314K
DFG
754
Delphi Financial Group
Delaware
$314K +$314K +10,000 New
PMWMG
755
Parr McKnight Wealth Management Group
Minnesota
$314K +$314K +10,000 New
WF
756
Warner Financial
Maryland
$314K +$4.79K +152 +2%
MFG
757
Midwest Financial Group
Kansas
$314K -$70.3K -2,235 -18%
MWM
758
Modera Wealth Management
New Jersey
$309K
SWA
759
SFMG Wealth Advisors
Texas
$307K +$3.62K +115 +1%
AC
760
Apella Capital
Connecticut
$307K +$307K +9,773 New
TWC
761
TD Waterhouse Canada
Ontario, Canada
$307K -$17.1K -545 -5%
BB
762
Bell Bank
North Dakota
$306K
KMWM
763
Keudell/Morrison Wealth Management
Oregon
$306K -$7.07K -225 -2%
TAM
764
Titleist Asset Management
Texas
$304K -$62.9K -2,000 -17%
ISL
765
Ingalls & Snyder LLC
New York
$302K
TFP
766
Traction Financial Partners
Wyoming
$300K -$283 -9 -0.1%
WFA
767
Websterrogers Financial Advisors
South Carolina
$299K
GI
768
Gradient Investments
Minnesota
$299K
VFA
769
Valeo Financial Advisors
Indiana
$298K +$23.6K +752 +9%
BW
770
Bison Wealth
Georgia
$296K +$4.53K +144 +2%
MFG
771
Magnus Financial Group
New York
$296K +$86.4K +2,747 +41%
BTC
772
Bank & Trust Company
Illinois
$295K
HKIMG
773
Hutchens & Kramer Investment Management Group
Indiana
$295K -$2.67K -85 -0.9%
BC
774
Barrett & Company
Rhode Island
$294K -$27.5K -876 -9%
GG
775
GenWealth Group
New Jersey
$294K