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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
15.15%
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 %
Creative Planning
76
Creative Planning
Kansas
$9.57M 306,588 +323 +0.1%
SFG
77
Sowa Financial Group
Rhode Island
$9.57M 306,547 +369 +0.1%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$9.54M 305,686 +6,565 +2%
AssetMark Inc
79
AssetMark Inc
California
$9.54M 305,413 -225,077 -42%
Corient Private Wealth
80
Corient Private Wealth
Florida
$9.36M 299,831 +104,847 +54%
BI
81
Ballast Inc
Kentucky
$9.16M 293,491 +22,610 +8%
AWS
82
Atria Wealth Solutions
New York
$9.07M 290,473 -44,695 -13%
ANTB
83
AMG National Trust Bank
Colorado
$8.82M 282,390 +1,368 +0.5%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$8.73M 279,741 +610 +0.2%
GCA
85
Greenwood Capital Associates
South Carolina
$8.71M 278,833 +50,222 +22%
AAS
86
Avantax Advisory Services
Texas
$8.62M 275,959 +10,335 +4%
CA
87
Cetera Advisors
Colorado
$8.36M 267,922 -141,081 -34%
AllianceBernstein
88
AllianceBernstein
Tennessee
$8.1M 259,540 -983 -0.4%
FWP
89
Falcon Wealth Planning
California
$7.95M 254,675 +45,520 +22%
GWM
90
GDS Wealth Management
Texas
$7.8M 249,692 -16,181 -6%
CCMG
91
Clark Capital Management Group
Pennsylvania
$7.67M 245,796 -2,614 -1%
GL
92
Graypoint LLC
New York
$7.53M 241,147 +4,629 +2%
PGFC
93
Peapack-Gladstone Financial Corp
New Jersey
$7.51M 240,640 -21,441 -8%
FSC
94
Full Sail Capital
Oklahoma
$7.5M 240,079 -1,256 -0.5%
PAG
95
Private Advisor Group
New Jersey
$7.49M 240,003 +4,501 +2%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$7.47M 239,143 -52,713 -18%
Cerity Partners
97
Cerity Partners
New York
$7.25M 232,283 +21,152 +10%
NA
98
NewEdge Advisors
Louisiana
$7.25M 234,760 +92,998 +66%
CW
99
Connectus Wealth
Ohio
$7.25M 231,861 +5,568 +2%
SS
100
Simplicity Solutions
Minnesota
$7.22M 231,306 +231,306 New