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iShares Preferred and Income Securities ETF

1,023 hedge funds and large institutions have $5.91B invested in iShares Preferred and Income Securities ETF in 2023 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 320 increasing their positions, 431 reducing their positions, and 79 closing their positions.

Holders
1,023
Holders Change
+70
Holders Change %
+7.35%
% of All Funds
15%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.47%
New
164
Increased
320
Reduced
431
Closed
79
Calls
$16.6M
Puts
$16.6M
Net Calls
+$13K
Net Calls Change
-$5M
Name Market Value Shares Shares
Change
Shares
Change %
OFG
951
Oxford Financial Group
Indiana
$21.8K 700
VWWMG
952
Vermillion & White Wealth Management Group
Pennsylvania
$21.6K 693 +693 New
T
953
Tidemark
California
$19.4K 621 +621 New
GCM
954
Gables Capital Management
Florida
$19K 610
BCV
955
Banque Cantonale Vaudoise
Switzerland
$19K 600
CBT
956
CoreFirst Bank & Trust
Kansas
$18.7K 600
TC
957
Truvestments Capital
Florida
$18.7K 600 +600 New
KFS
958
Kelly Financial Services
Massachusetts
$18.6K 596 +8 +1%
NECFA
959
New England Capital Financial Advisors
Connecticut
$18.5K 595 +8 +1%
RG
960
Retirement Group
California
$16.8K 540
NRG
961
Nemes Rush Group
Michigan
$16.2K 520 -296 -36%
RIM
962
Rockbridge Investment Management
New York
$16.1K 516 +516 New
BWL
963
Bogart Wealth LLC
Virginia
$16.1K 515 -27 -5%
BONH
964
Bank of New Hampshire
New Hampshire
$15.9K 510
GGI
965
Godsey & Gibb Inc
Virginia
$15.6K 500 +500 New
PWMG
966
Prestige Wealth Management Group
New Jersey
$15.4K 493
QCG
967
Quadrant Capital Group
Ohio
$15K 481 -4,769 -91%
BAM
968
Byrne Asset Management
New Jersey
$14.9K 475
FA
969
Faithward Advisors
Pennsylvania
$14.7K 465
CWA
970
Core Wealth Advisors
Florida
$14.6K 467 +467 New
FUBT
971
First United Bank & Trust
Maryland
$14K 450 +450 New
RA
972
Rise Advisors
New York
$13.7K 439 +9 +2%
RF
973
Robbins Farley
New Hampshire
$13.4K 428 +9 +2%
NCM
974
Northwest Capital Management
Oregon
$12.3K 395
HGA
975
Hobbs Group Advisors
South Carolina
$12K 385 +385 New