PFF icon

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 %
NRG
876
Nemes Rush Group
Michigan
$24.6K -$15.1K -500 -38%
HWP
877
Hibernia Wealth Partners
Louisiana
$24.6K +$24.6K +816 New
SAM
878
S.A. Mason
Michigan
$22.3K
OFG
879
Oxford Financial Group
Indiana
$21.1K
HPC
880
HM Payson & Co
Maine
$21.1K
LAS
881
LWM Advisory Services
Florida
$21.1K +$21.1K +700 New
KHC
882
Koesten Hirschmann & Crabtree
Kansas
$21.1K +$21.1K +700 New
PMFA
883
Plante Moran Financial Advisors
Michigan
$20.2K
AWM
884
AllSquare Wealth Management
New York
$19.1K
VCM
885
Versant Capital Management
Arizona
$18.6K +$14.7K +487 +378%
GCM
886
Gables Capital Management
Florida
$18.4K +$18.4K +610 New
CBT
887
CoreFirst Bank & Trust
Kansas
$18.1K
BCV
888
Banque Cantonale Vaudoise
Switzerland
$18K
KFS
889
Kelly Financial Services
Massachusetts
$17.7K -$7.21K -239 -29%
NECFA
890
New England Capital Financial Advisors
Connecticut
$17.7K +$151 +5 +0.9%
CAS
891
Coppell Advisory Solutions
Texas
$17.2K -$4.09K -134 -19%
JWM
892
Janiczek Wealth Management
Colorado
$16.8K -$5.7K -189 -25%
OSNBOA
893
Old Second National Bank of Aurora
Illinois
$16.6K
BWL
894
Bogart Wealth LLC
Virginia
$16.3K +$814 +27 +5%
RG
895
Retirement Group
California
$16.3K -$1.99K -66 -11%
BONH
896
Bank of New Hampshire
New Hampshire
$15.4K
CPG
897
Cornerstone Planning Group
New Jersey
$15.1K -$11.6K -384 -43%
HCM
898
Horrell Capital Management
Arkansas
$15K
CAL
899
Capital Analysts LLC
Pennsylvania
$15K
PWMG
900
Prestige Wealth Management Group
New Jersey
$14.9K