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iShares Preferred and Income Securities ETF

1,058 hedge funds and large institutions have $6.26B invested in iShares Preferred and Income Securities ETF in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 379 increasing their positions, 394 reducing their positions, and 67 closing their positions.

Holders
1,058
Holders Change
+49
Holders Change %
+4.86%
% of All Funds
14.09%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.37%
New
132
Increased
379
Reduced
394
Closed
67
Calls
$7.91M
Puts
$33.1M
Net Calls
-$25.2M
Net Calls Change
-$4.25M
Name Market Value Shares Shares
Change
Shares
Change %
PP
901
Pacifica Partners
Canada
$111K 3,500 +10 +0.3%
HWA
902
HHM Wealth Advisors
Tennessee
$110K 3,505 +3,505 New
CSC
903
Cove Street Capital
California
$110K 3,500
SMA
904
Sage Mountain Advisors
Georgia
$110K 3,483
CIAS
905
Capital Investment Advisory Services
North Carolina
$103K 3,284 +5 +0.2%
AP
906
Atwood & Palmer
Missouri
$101K 3,197 +1,572 +97%
BFP
907
Briaud Financial Planning
Texas
$99K 3,158
AA
908
AlphaMark Advisors
Kentucky
$98K 3,113 +3,113 New
BFPW
909
BOK Financial Private Wealth
Colorado
$95.2K 3,027
LFG
910
Larson Financial Group
Missouri
$95.1K 3,024 -470 -13%
NG
911
Novem Group
New York
$94.6K 3,008 +3,008 New
BTD
912
BankPlus Trust Department
Mississippi
$94.3K 3,000 +3,000 New
TWM
913
Topsail Wealth Management
North Carolina
$86.5K 2,750 +2,750 New
CFO
914
CVA Family Office
Colorado
$85.9K 2,733
KG
915
Kieckhefer Group
Wisconsin
$83.3K 2,650 +2,650 New
LFASL
916
Lugano Financial Advisors SA (LFA)
Switzerland
$83.1K 2,644 -531 -17%
AWM
917
Activest Wealth Management
Florida
$81.9K 2,605
OSAM
918
O'Shaughnessy Asset Management
Connecticut
$78.6K 2,501
EWA
919
EverSource Wealth Advisors
Alabama
$77.4K 2,462 +2,462 New
WIM
920
Westside Investment Management
California
$77.3K 2,458
AW
921
Avion Wealth
Texas
$77K 2,465
MFT
922
Moisand Fitzgerald Tamayo
Florida
$76.4K 2,430
MMCM
923
Murphy & Mullick Capital Management
New York
$75K 2,385 +2,385 New
HGERS
924
Householder Group Estate & Retirement Specialist
Arizona
$72K 2,290 -658 -22%
PA
925
PSI Advisors
Florida
$71K 2,258 -174 -7%