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iShares Preferred and Income Securities ETF

1,035 hedge funds and large institutions have $6.21B invested in iShares Preferred and Income Securities ETF in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 394 increasing their positions, 392 reducing their positions, and 74 closing their positions.

Holders
1,035
Holders Change
+12
Holders Change %
+1.17%
% of All Funds
15.01%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.52%
New
100
Increased
394
Reduced
392
Closed
74
Calls
$14.5M
Puts
$24M
Net Calls
-$9.46M
Net Calls Change
-$9.47M
Name Market Value Shares Shares
Change
Shares
Change %
SL
951
Salomon & Ludwin
Virginia
$31.2K 969
GWANC
952
Guardian Wealth Advisors (North Carolina)
North Carolina
$31K 962
MRCM
953
M&R Capital Management
New Jersey
$30.6K 950 +700 +280%
S
954
Sachetta
Massachusetts
$29.6K 950
CFS
955
CGC Financial Services
Oregon
$29.3K 911
UB
956
UMB Bank
Missouri
$29.3K 909 -873 -49%
BFO
957
Biltmore Family Office
North Carolina
$29.2K 907 +907 New
BAM
958
Bellevue Asset Management
Washington
$29.1K 902 +4 +0.4%
RFG
959
REAP Financial Group
Texas
$28.6K 888 +10 +1%
BHWM
960
Beaird Harris Wealth Management
Texas
$27.2K 845
BCV
961
Banque Cantonale Vaudoise
Switzerland
$26K 800 +200 +33%
GWP
962
Gen-Wealth Partners
Michigan
$24.5K 760 +760 New
GPFA
963
Game Plan Financial Advisors
Ohio
$24.2K 750
SAM
964
S.A. Mason
Michigan
$23.9K 740
RFS
965
Richardson Financial Services
Massachusetts
$23.8K 635 +388 +157%
HPC
966
HM Payson & Co
Maine
$22.6K 700
OFG
967
Oxford Financial Group
Indiana
$22.6K 700
VWWMG
968
Vermillion & White Wealth Management Group
Pennsylvania
$22.3K 693
CCM
969
Chilton Capital Management
Texas
$20.9K 648 -625 -49%
LWCFA
970
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19.7K 635 +635 New
GCM
971
Gables Capital Management
Florida
$19.7K 610
KFS
972
Kelly Financial Services
Massachusetts
$19.4K 602 +6 +1%
CBT
973
CoreFirst Bank & Trust
Kansas
$19.3K 600
BCMLT
974
Beacon Capital Management LLC (Tennessee)
Tennessee
$18K 559 -450 -45%
JWM
975
Janiczek Wealth Management
Colorado
$18K 557 -159 -22%