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iShares Preferred and Income Securities ETF

946 hedge funds and large institutions have $4.85B invested in iShares Preferred and Income Securities ETF in 2023 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 318 increasing their positions, 383 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
946
Holders Change
-28
Holders Change %
-2.87%
% of All Funds
15.14%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.54%
New
97
Increased
318
Reduced
383
Closed
98
Calls
$11.7M
Puts
$46.8M
Net Calls
-$35.1M
Net Calls Change
+$22.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Citadel Advisors
776
Citadel Advisors
Florida
$211K -$2.99M -95,654 -93%
RT
777
Rockland Trust
Massachusetts
$210K +$210K +6,715 New
PG
778
Proffitt & Goodson
Tennessee
$209K
CAGAS
779
Capital Advisory Group Advisory Services
Minnesota
$207K +$49.5K +1,585 +31%
TMWM
780
Taylor & Morgan Wealth Management
Michigan
$206K +$62 +2 +0%
AWA
781
Arkadios Wealth Advisors
Georgia
$206K -$5.93K -190 -3%
HCA
782
Harbour Capital Advisors
Virginia
$205K +$205K +6,605 New
SHGA
783
Sand Hill Global Advisors
California
$205K +$205K +6,554 New
LIA
784
LS Investment Advisors
Michigan
$204K +$204K +6,550 New
LFASL
785
Lugano Financial Advisors SA (LFA)
Switzerland
$204K -$7.43K -238 -4%
JHCP
786
Jackson Hole Capital Partners
Oklahoma
$204K +$31.2K +1,000 +18%
AFS
787
AFG Fiduciary Services
Massachusetts
$203K +$203K +6,505 New
MAWCM
788
Mine & Arao Wealth Creation & Management
California
$203K +$1.66K +53 +0.8%
NFSG
789
Newbridge Financial Services Group
Florida
$203K -$44.1K -1,414 -18%
CPSC
790
Carl P. Sherr & Co
Massachusetts
$202K +$202K +6,485 New
FFA
791
Founders Financial Alliance
North Carolina
$193K -$138K -4,428 -42%
AF
792
Advisornet Financial
Minnesota
$189K -$94 -3 -0%
FMP
793
Financial Management Professionals
Texas
$189K +$52K +1,660 +38%
CSPIA
794
Cary Street Partners Investment Advisory
Virginia
$189K -$188K -6,010 -50%
NEAM
795
New England Asset Management
Connecticut
$187K
CSPAM
796
Cary Street Partners Asset Management
Virginia
$184K -$78.8K -2,525 -30%
WT
797
Washington Trust
Rhode Island
$180K -$2.06K -66 -1%
PFP
798
Pinnacle Financial Partners
Tennessee
$174K -$668K -21,411 -79%
FRA
799
Front Row Advisors
California
$171K +$6.92K +221 +4%
CFD
800
Creative Financial Designs
Indiana
$168K +$187 +6 +0.1%