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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 %
ADL
926
Asset Dedication LLC
California
$9K 300
FM
927
Family Management
New York
$8.97K 290
HI
928
Hoey Investments
Pennsylvania
$8.72K 282
BWP
929
Baldwin Wealth Partners
Massachusetts
$8.2K 265
BBHC
930
Brown Brothers Harriman & Co
New York
$8.17K 264 +264 New
WCAMG
931
Woodard & Company Asset Management Group
North Carolina
$7.73K 250
TIM
932
Thompson Investment Management
Wisconsin
$7.73K 250
SSB
933
Sandy Spring Bank
Maryland
$7.7K 249 +249 New
WWP
934
WR Wealth Planners
Missouri
$6.5K 210 -978 -82%
BA
935
Ballast Advisors
Minnesota
$6.19K 200 -969 -83%
AIA
936
Angeles Investment Advisors
California
$6.19K 200
CG
937
Cutler Group
California
$6K 200 -1,075 -84%
JWA
938
JFS Wealth Advisors
Pennsylvania
$5.5K 178 +3 +2%
MLA
939
MB, Levis & Associates
Pennsylvania
$5.17K 167
AIM
940
Anchor Investment Management
South Carolina
$4.64K 150
PCTC
941
Perkins Coie Trust Company
Washington
$4.3K 139
PSB
942
Piscataqua Savings Bank
New Hampshire
$4.14K 134
VCM
943
Versant Capital Management
Arizona
$3.99K 129
WTA
944
Washington Trust Advisors
Massachusetts
$3.99K 129
WWM
945
Wolff Wiese Magana
California
$3.47K 112
LF
946
Lee Financial
Texas
$3.09K 100 -165 -62%
FA
947
Fiduciary Alliance
South Carolina
$2.2K 71 +71 New
HWA
948
HHM Wealth Advisors
Tennessee
$2.17K 70
PS
949
PayPay Securities
Japan
$2.17K 70
BWM
950
Baystate Wealth Management
Massachusetts
$2.11K 68 +1 +1%