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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.

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 %
IWP
801
Insight Wealth Partners
Texas
$247K
HL
802
HeadInvest LLC
Maine
$247K -$76.4K -2,300 -24%
SWA
803
Stratos Wealth Advisors
Ohio
$246K +$9.6K +289 +4%
PMA
804
Prudent Man Advisors
Illinois
$243K
LWANC
805
Laurel Wealth Advisors (North Carolina)
North Carolina
$242K -$43.2K -1,300 -15%
FWIA
806
Fort Washington Investment Advisors
Ohio
$242K
AA
807
Ancora Advisors
Ohio
$241K -$1.93K -58 -0.8%
TNBTD
808
Trustmark National Bank Trust Department
Mississippi
$241K +$166 +5 +0.1%
PFG
809
Pinnacle Financial Group
Illinois
$240K +$240K +7,221 New
CT
810
Colonial Trust
South Carolina
$240K +$60.3K +1,815 +34%
WCM
811
WealthBridge Capital Management
Ohio
$237K +$10.7K +322 +5%
TCM
812
Tran Capital Management
California
$236K
CAP
813
Columbia Advisory Partners
Washington
$234K +$234K +7,049 New
SMH
814
Sanders Morris Harris
Texas
$233K
COCM
815
Charter Oak Capital Management
New Hampshire
$233K +$764 +23 +0.3%
DFCM
816
Dark Forest Capital Management
Puerto Rico
$232K +$232K +6,973 New
MAWCM
817
Mine & Arao Wealth Creation & Management
California
$231K +$2.13K +64 +0.9%
VAG
818
VisionPoint Advisory Group
Texas
$230K -$3.59K -108 -2%
NIC
819
Northwest Investment Counselors
Oregon
$230K -$11.1K -333 -5%
DW30
820
Drucker Wealth 3.0
New Jersey
$230K -$22.2K -668 -9%
AIC
821
Archer Investment Corporation
Indiana
$230K +$33 +1 +0%
G
822
GenTrust
Florida
$229K +$229K +6,899 New
DWM
823
Denver Wealth Management
Colorado
$229K +$229K +6,897 New
ZIM
824
Zacks Investment Management
Illinois
$229K +$2.76K +83 +1%
SIG
825
Stonegate Investment Group
Alabama
$228K