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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 %
GWANC
876
Guardian Wealth Advisors (North Carolina)
North Carolina
$29.8K 962
SWA
877
Sutton Wealth Advisors
Florida
$28.5K 922 +511 +124%
CFS
878
CGC Financial Services
Oregon
$28.2K 911 +911 New
SGC
879
Slocum, Gordon & Co
Rhode Island
$27.8K 900
EWA
880
EverSource Wealth Advisors
Alabama
$27.7K 895 +654 +271%
BAM
881
Bellevue Asset Management
Washington
$27.4K 887 +5 +0.6%
CPG
882
Cornerstone Planning Group
New Jersey
$27.4K 885 +885 New
HR
883
Howe & Rusling
New York
$26.4K 852 +262 +44%
CWP
884
Concord Wealth Partners
Virginia
$26.3K 850 -829 -49%
BHWM
885
Beaird Harris Wealth Management
Texas
$26.1K 845
KFS
886
Kelly Financial Services
Massachusetts
$25.6K 827 +13 +2%
GFP
887
Gryphon Financial Partners
Ohio
$25.5K 826 +826 New
MIH
888
Meitav Investment House
Israel
$23.7K 768 +768 New
SAM
889
S.A. Mason
Michigan
$23.1K 740
JWM
890
Janiczek Wealth Management
Colorado
$23.1K 746
HPC
891
HM Payson & Co
Maine
$21.7K 700
OFG
892
Oxford Financial Group
Indiana
$21.7K 700
CAS
893
Coppell Advisory Solutions
Texas
$21.4K 697 +697 New
PMFA
894
Plante Moran Financial Advisors
Michigan
$20.7K 670 +4 +0.6%
AWM
895
AllSquare Wealth Management
New York
$19.2K 633
BCV
896
Banque Cantonale Vaudoise
Switzerland
$19K 600
RG
897
Retirement Group
California
$18.7K 606
PCA
898
Providence Capital Advisors
North Carolina
$18.7K 604 +215 +55%
CBT
899
CoreFirst Bank & Trust
Kansas
$18.6K 600
NECFA
900
New England Capital Financial Advisors
Connecticut
$18K 582 +5 +0.9%