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iShares Preferred and Income Securities ETF

1,023 hedge funds and large institutions have $5.91B invested in iShares Preferred and Income Securities ETF in 2023 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 320 increasing their positions, 431 reducing their positions, and 79 closing their positions.

Holders
1,023
Holders Change
+70
Holders Change %
+7.35%
% of All Funds
15%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.47%
New
164
Increased
320
Reduced
431
Closed
79
Calls
$16.6M
Puts
$16.6M
Net Calls
+$13K
Net Calls Change
-$5M
Name Market Value Shares Shares
Change
Shares
Change %
MWM
801
Meridian Wealth Management
Kentucky
$225K 7,215 -7,213 -50%
SPFA
802
Summit Place Financial Advisors
New Jersey
$225K 7,200 -1,050 -13%
GWM
803
Greenwich Wealth Management
Connecticut
$224K 7,171 -4,988 -41%
VAG
804
VisionPoint Advisory Group
Texas
$224K 7,166 -15,289 -68%
LCM
805
Lazari Capital Management
California
$223K 7,158 +1 +0%
DWP
806
Daymark Wealth Partners
Ohio
$222K 7,121 -3,000 -30%
TCM
807
Tran Capital Management
California
$222K 7,115
GT
808
Glenmede Trust
Pennsylvania
$222K 7,112 +3,690 +108%
KP
809
Keel Point
Alabama
$222K 7,108 -16,640 -70%
VH
810
Visionary Horizons
Tennessee
$222K 7,107 +7,107 New
SFP
811
Shepherd Financial Partners
Massachusetts
$221K 7,097 -175 -2%
KMWM
812
Keudell/Morrison Wealth Management
Oregon
$221K 7,093
BAM
813
Belpointe Asset Management
Nevada
$219K 7,031 -13,814 -66%
PMA
814
Prudent Man Advisors
Illinois
$219K 7,023
BLC
815
Brown, Lisle/Cummings
Rhode Island
$219K 7,016 -600 -8%
PCM
816
Princeton Capital Management
New Jersey
$219K 7,014 +96 +1%
WCM
817
WealthBridge Capital Management
Ohio
$217K 6,962 -340 -5%
IPWA
818
International Private Wealth Advisors
California
$217K 6,954 +6,954 New
S
819
Syntrinsic
Colorado
$216K 6,917
AIC
820
Archer Investment Corporation
Indiana
$215K 6,907 +3 +0%
RIM
821
Redwood Investment Management
Arizona
$215K 6,881 -847 -11%
SIG
822
Stonegate Investment Group
Alabama
$214K 6,874
RC
823
Reik & Co
New York
$214K 6,850
JWCA
824
J.W. Coons Advisors
Ohio
$213K 6,830 -415 -6%
WTC
825
WhitTier Trust Company
Nevada
$213K 6,826 -1,181 -15%