PFF icon

iShares Preferred and Income Securities ETF

946 hedge funds and large institutions have $4.85B invested in iShares Preferred and Income Securities ETF in 2023 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 318 increasing their positions, 383 reducing their positions, and 98 closing their positions.

Holders
946
Holders Change
-28
Holders Change %
-2.87%
% of All Funds
15.14%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.54%
New
97
Increased
318
Reduced
383
Closed
98
Calls
$11.7M
Puts
$46.8M
Net Calls
-$35.1M
Net Calls Change
+$22.7M
Name Market Value Shares Shares
Change
Shares
Change %
MLA
926
MB, Levis & Associates
Pennsylvania
$5.21K 167
CSC
927
Caldwell Sutter Capital
California
$4.81K 154 +154 New
AIM
928
Anchor Investment Management
South Carolina
$4.68K 150
MRCM
929
M&R Capital Management
New Jersey
$4.68K 150 +100 +200%
PCTC
930
Perkins Coie Trust Company
Washington
$4.34K 139
PSB
931
Piscataqua Savings Bank
New Hampshire
$4.18K 134
WTA
932
Washington Trust Advisors
Massachusetts
$4.03K 129
VCM
933
Versant Capital Management
Arizona
$4.03K 129
WWM
934
Wolff Wiese Magana
California
$3.5K 112
SWG
935
Summit Wealth Group
Vermont
$3K 96,563 +96,563 New
HWA
936
HHM Wealth Advisors
Tennessee
$2.19K 70
PS
937
PayPay Securities
Japan
$2.19K 70 -8 -10%
BWM
938
Baystate Wealth Management
Massachusetts
$2.09K 67 +67 New
SIC
939
SJS Investment Consulting
Ohio
$1.87K 60 +60 New
CAM
940
Costello Asset Management
Pennsylvania
$1.87K 60
SC
941
Solstein Capital
California
$1.87K 60
OSAM
942
O'Shaughnessy Asset Management
Connecticut
$1.84K 59 +59 New
TFA
943
Toth Financial Advisory
Virginia
$1.41K 45 -100 -69%
NC
944
NewSquare Capital
Pennsylvania
$1.26K 40
FGAM
945
Financial Gravity Asset Management
Texas
$1.12K 31
NMG
946
New Millennium Group
Utah
$544 17 -1 -6%
IHWM
947
Iron Horse Wealth Management
Iowa
$246 7
BCMIO
948
Beacon Capital Management Inc (Ohio)
Ohio
$62 2
FA
949
Fortis Advisors
Pennsylvania
$31 1
RPCA
950
Running Point Capital Advisors
California
-5,000 Closed