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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 %
WP
826
WealthShield Partners
North Carolina
$236K -$1.16K -37 -0.5%
OA
827
Oxbow Advisors
Texas
$236K
CIC
828
Cutler Investment Counsel
Oregon
$236K -$57.4K -1,827 -20%
FNWM
829
Financial Network Wealth Management
Utah
$235K
CCFM
830
Clear Creek Financial Management
Washington
$235K -$94.8K -3,016 -29%
IHL
831
Investment House LLC
California
$234K
IWP
832
Insight Wealth Partners
Texas
$234K
RWM
833
Ritholtz Wealth Management
New York
$234K -$15.4K -490 -6%
MWM
834
Meridian Wealth Management
Kentucky
$233K +$28.8K +917 +14%
PMA
835
Prudent Man Advisors
Illinois
$230K
WB
836
Webster Bank
Connecticut
$230K +$29.4K +935 +15%
LWANC
837
Laurel Wealth Advisors (North Carolina)
North Carolina
$229K
CMI
838
Clare Market Investments
Texas
$229K +$24.5K +778 +12%
TNBTD
839
Trustmark National Bank Trust Department
Mississippi
$228K
CT
840
Colonial Trust
South Carolina
$228K +$849 +27 +0.4%
PFG
841
Pinnacle Financial Group
Illinois
$227K
WF
842
WoodTrust Financial
Wisconsin
$226K -$60.2K -1,917 -21%
WJWM
843
Williams Jones Wealth Management
New York
$225K +$225K +7,152 New
WCM
844
WealthBridge Capital Management
Ohio
$225K +$314 +10 +0.1%
PAS
845
PKS Advisory Services
New York
$224K +$224K +12,195 New
TCM
846
Tran Capital Management
California
$224K
SC
847
Scotia Capital
Ontario, Canada
$220K +$14.5K +462 +7%
FWA
848
FSC Wealth Advisors
New York
$220K +$21.1K +670 +11%
DWM
849
Denver Wealth Management
Colorado
$219K +$2.61K +83 +1%
SMH
850
Sanders Morris Harris
Texas
$219K