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iShares Preferred and Income Securities ETF

953 hedge funds and large institutions have $4.92B invested in iShares Preferred and Income Securities ETF in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 333 increasing their positions, 401 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
953
Holders Change
-3
Holders Change %
-0.31%
% of All Funds
15.19%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.54%
New
84
Increased
333
Reduced
401
Closed
76
Calls
$17M
Puts
$12M
Net Calls
+$5.02M
Net Calls Change
+$5.34M
Name Holding Trade Value Shares
Change
Shares
Change %
OC
826
Oakworth Capital
Alabama
$86.1K -$27.1K -900 -24%
WOSD
827
WFA of San Diego
California
$84.8K -$3.5K -116 -4%
OP
828
ORG Partners
Indiana
$83.2K +$25.3K +840 +44%
SIS
829
Sound Income Strategies
Florida
$80.2K -$13.9K -462 -15%
EL
830
EMFO LLC
Florida
$76.9K
SAG
831
Spotlight Asset Group
Illinois
$75.4K +$75.4K +2,500 New
AWM
832
Activest Wealth Management
Florida
$74.8K +$74.8K +2,482 New
MFT
833
Moisand Fitzgerald Tamayo
Florida
$73.3K
PP
834
PrairieView Partners
Minnesota
$72K
LFA
835
LGT Financial Advisors
Texas
$69.9K +$452 +15 +0.7%
PGAM
836
Princeton Global Asset Management
New Jersey
$64.8K -$49.3K -1,634 -43%
HT
837
Headlands Technologies
Illinois
$63.5K +$63.5K +2,107 New
PA
838
PSI Advisors
Florida
$62.3K +$48.7K +1,616 +359%
HBW
839
Hazlett, Burt & Watson
West Virginia
$56K -$10.2K -340 -15%
SCA
840
Stonebridge Capital Advisors
Minnesota
$53.5K -$17.5K -580 -25%
NSG
841
Nalls Sherbakoff Group
Tennessee
$52.8K -$6.03K -200 -10%
PP
842
Pacifica Partners
Canada
$52.4K +$203 +7 +0.4%
MCM
843
Manchester Capital Management
Vermont
$49K -$472K -15,657 -91%
PG
844
Proffitt & Goodson
Tennessee
$45.9K
HR
845
Howe & Rusling
New York
$45.3K +$19.6K +650 +76%
SR
846
Syntax Research
Florida
$44K +$44K +1,458 New
SWM
847
Sugarloaf Wealth Management
Georgia
$42.4K -$10.7K -354 -20%
JFG
848
JDM Financial Group
Texas
$42.4K
CSC
849
Caldwell Sutter Capital
California
$41.8K
CT
850
Cambridge Trust
Massachusetts
$41.5K