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iShares Preferred and Income Securities ETF

1,009 hedge funds and large institutions have $6.02B invested in iShares Preferred and Income Securities ETF in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 413 increasing their positions, 361 reducing their positions, and 53 closing their positions.

Holders
1,009
Holders Change
+12
Holders Change %
+1.2%
% of All Funds
14.6%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.45%
New
78
Increased
413
Reduced
361
Closed
53
Calls
$5.43M
Puts
$26.4M
Net Calls
-$21M
Net Calls Change
+$7.91M
Name Market Value Shares Shares
Change
Shares
Change %
CFD
876
Creative Financial Designs
Indiana
$130K 3,910 +100 +3%
USB
877
Union Savings Bank
Connecticut
$124K 3,739
CSC
878
Cove Street Capital
California
$116K 3,500 +3,500 New
LFG
879
Larson Financial Group
Missouri
$116K 3,494 +527 +18%
PP
880
Pacifica Partners
Canada
$116K 3,490 -212 -6%
SMA
881
Sage Mountain Advisors
Georgia
$116K 3,483
GT
882
Glenmede Trust
Pennsylvania
$109K 3,285 -560 -15%
CIAS
883
Capital Investment Advisory Services
North Carolina
$109K 3,279 +3 +0.1%
EWP
884
Elevation Wealth Partners
California
$109K 3,268
LFASL
885
Lugano Financial Advisors SA (LFA)
Switzerland
$106K 3,175
MCM
886
Manchester Capital Management
Vermont
$105K 3,160 +3,160 New
BFP
887
Briaud Financial Planning
Texas
$104K 3,158
PCA
888
Providence Capital Advisors
North Carolina
$104K 3,126 +336 +12%
BFPW
889
BOK Financial Private Wealth
Colorado
$101K 3,027 -1,448 -32%
NP
890
NorthRock Partners
Minnesota
$97.5K 2,935 -3,837 -57%
HGERS
891
Householder Group Estate & Retirement Specialist
Arizona
$97K 2,948 +10 +0.3%
CSC
892
Caldwell Sutter Capital
California
$94.7K 2,849 -811 -22%
CFO
893
CVA Family Office
Colorado
$90.8K 2,733
MCI
894
MRP Capital Investments
Georgia
$89.4K 2,689 +2,689 New
ACA
895
Aptus Capital Advisors
Alabama
$88.2K 2,654 -38 -1%
AWM
896
Activest Wealth Management
Florida
$86.6K 2,605 +123 +5%
OSAM
897
O'Shaughnessy Asset Management
Connecticut
$83.5K 2,501
WOSD
898
WFA of San Diego
California
$82.3K 2,477
WIM
899
Westside Investment Management
California
$81.7K 2,458
AW
900
Avion Wealth
Texas
$81K 2,465