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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 %
AA
901
Addison Advisors
Vermont
$14.7K
LFG
902
Larson Financial Group
Missouri
$14.2K +$14.2K +471 New
BAM
903
Byrne Asset Management
New Jersey
$14K
FA
904
Faithward Advisors
Pennsylvania
$13.8K
RA
905
Rise Advisors
New York
$13K -$23.6K -782 -65%
RF
906
Robbins Farley
New Hampshire
$12.6K +$241 +8 +2%
RFA
907
Register Financial Advisors
Georgia
$12.4K +$181 +6 +1%
NCM
908
Northwest Capital Management
Oregon
$11.9K
CCM
909
Chilton Capital Management
Texas
$11.6K
RCM
910
Raleigh Capital Management
North Carolina
$10.7K -$2.14K -71 -17%
EW
911
Element Wealth
Mississippi
$10.3K +$181 +6 +2%
MIM
912
Macroview Investment Management
Maryland
$10.1K -$1.72K -57 -15%
WAS
913
Winch Advisory Services
Wisconsin
$10K +$153 +5 +2%
VWM
914
Venturi Wealth Management
Texas
$9.59K
MRCM
915
M&R Capital Management
New Jersey
$9.05K
GI
916
GS Investments
Minnesota
$9.05K
ADL
917
Asset Dedication LLC
California
$9K
HI
918
Hoey Investments
Pennsylvania
$8.5K
WA
919
WestEnd Advisors
North Carolina
$8.41K +$8.41K +279 New
MWM
920
Mascoma Wealth Management
New Hampshire
$7.84K -$7.45K -247 -49%
WCAMG
921
Woodard & Company Asset Management Group
North Carolina
$7.54K
TIM
922
Thompson Investment Management
Wisconsin
$7.54K
EWA
923
EverSource Wealth Advisors
Alabama
$7.5K -$19.4K -646 -72%
WWP
924
WR Wealth Planners
Missouri
$6.33K
AIA
925
Angeles Investment Advisors
California
$6.03K