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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 %
OSNBOA
901
Old Second National Bank of Aurora
Illinois
$17K 550 -500 -48%
BWL
902
Bogart Wealth LLC
Virginia
$15.9K 515
BONH
903
Bank of New Hampshire
New Hampshire
$15.8K 510
MWM
904
Mascoma Wealth Management
New Hampshire
$15.6K 507
NC
905
NewSquare Capital
Pennsylvania
$15.5K 500 +460 +1,150%
PWMG
906
Prestige Wealth Management Group
New Jersey
$15.2K 493
AA
907
Addison Advisors
Vermont
$15.1K 489 -940 -66%
BAM
908
Byrne Asset Management
New Jersey
$15K 475 -50 -10%
CAL
909
Capital Analysts LLC
Pennsylvania
$15K 500
HCM
910
Horrell Capital Management
Arkansas
$15K 500
FA
911
Faithward Advisors
Pennsylvania
$14.3K 465 -180 -28%
PA
912
PSI Advisors
Florida
$13.9K 450 -52 -10%
RCM
913
Raleigh Capital Management
North Carolina
$13.2K 427 -31 -7%
RF
914
Robbins Farley
New Hampshire
$12.7K 411 +10 +2%
RFA
915
Register Financial Advisors
Georgia
$12.5K 405 +7 +2%
NCM
916
Northwest Capital Management
Oregon
$12.2K 395 +395 New
MIM
917
Macroview Investment Management
Maryland
$12.1K 392 -36 -8%
CCM
918
Chilton Capital Management
Texas
$11.9K 384
EW
919
Element Wealth
Mississippi
$10.5K 337 +5 +2%
VNA
920
Valley National Advisers
Pennsylvania
$10K 300
WAS
921
Winch Advisory Services
Wisconsin
$10K 321 +6 +2%
VWM
922
Venturi Wealth Management
Texas
$9.84K 318
CWA
923
Clearview Wealth Advisors
Oregon
$9.59K 310 +6 +2%
GI
924
GS Investments
Minnesota
$9.28K 300
MRCM
925
M&R Capital Management
New Jersey
$9.28K 300 +150 +100%