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iShares Preferred and Income Securities ETF

956 hedge funds and large institutions have $4.99B invested in iShares Preferred and Income Securities ETF in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 317 increasing their positions, 403 reducing their positions, and 74 closing their positions.

Holders
956
Holders Change
+10
Holders Change %
+1.06%
% of All Funds
15.08%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.55%
New
93
Increased
317
Reduced
403
Closed
74
Calls
$14.6M
Puts
$14.9M
Net Calls
-$322K
Net Calls Change
+$34.8M
Name Market Value Shares Shares
Change
Shares
Change %
NSG
851
Nalls Sherbakoff Group
Tennessee
$59.4K 1,950
PP
852
Pacifica Partners
Canada
$55.7K 1,802 +7 +0.4%
SWM
853
Sugarloaf Wealth Management
Georgia
$54.4K 1,760 -255 -13%
OLVIG
854
Oliver Lagore Vanvalin Investment Group
Michigan
$52.8K 1,708 +333 +24%
TFP
855
Tilia Fiduciary Partners
North Carolina
$52.4K 1,693 -958 -36%
VF
856
VitalStone Financial
Texas
$51K 1,708 +1,708 New
GWSA
857
Global Wealth Strategies & Associates
Colorado
$48.6K 1,570 -720 -31%
PB
858
Pinnacle Bancorp
Nebraska
$47.9K 1,550
PG
859
Proffitt & Goodson
Tennessee
$47K 1,521 -5,168 -77%
JFG
860
JDM Financial Group
Texas
$43.5K 1,405 -830 -37%
CSC
861
Caldwell Sutter Capital
California
$42.8K 1,385 +1,231 +799%
CT
862
Cambridge Trust
Massachusetts
$42.5K 1,375
NRG
863
Nemes Rush Group
Michigan
$40.7K 1,316 +1,316 New
SWM
864
Sanctuary Wealth Management
Idaho
$38K 1,230 +1,230 New
PK
865
Pflug Koory
Nebraska
$38K 1,227 +14 +1%
FGAM
866
Financial Gravity Asset Management
Texas
$37.6K 31
RA
867
Rise Advisors
New York
$37.5K 1,212 -568 -32%
BCPWM
868
Bradley & Co Private Wealth Management
Florida
$35.4K 1,143
CP
869
Castleview Partners
Texas
$34.7K 1,121 +199 +22%
GFL
870
Granite FO LLC
New Hampshire
$32.7K 1,056
WB
871
Webster Bank
Connecticut
$32K 1,035
GM
872
GeoWealth Management
Illinois
$32K 1,042 -1,353 -56%
BCMLT
873
Beacon Capital Management LLC (Tennessee)
Tennessee
$31.2K 1,009
ICM
874
Islay Capital Management
Texas
$30.9K 1,000 -200 -17%
ME
875
McIlrath & Eck
Washington
$30K 970