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iShares Preferred and Income Securities ETF

953 hedge funds and large institutions have $4.92B invested in iShares Preferred and Income Securities ETF in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 333 increasing their positions, 401 reducing their positions, and 76 closing their positions.

Holders
953
Holders Change
-3
Holders Change %
-0.31%
% of All Funds
15.2%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.54%
New
84
Increased
333
Reduced
401
Closed
76
Calls
$17M
Puts
$12M
Net Calls
+$5.02M
Net Calls Change
+$5.34M
Name Market Value Shares Shares
Change
Shares
Change %
AWS
76
Atria Wealth Solutions
New York
$9.34M 309,814 +10,276 +3%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$9.19M 304,775 -5,988 -2%
FWM
78
ForthRight Wealth Management
Georgia
$8.92M 296,002 -5,646 -2%
SWP
79
Stratos Wealth Partners
Ohio
$8.91M 295,578 +49,887 +20%
EWA
80
Exencial Wealth Advisors
Oklahoma
$8.78M 291,205 -42,351 -13%
Creative Planning
81
Creative Planning
Kansas
$8.74M 289,941 -10,481 -3%
SFG
82
Sowa Financial Group
Rhode Island
$8.66M 287,082 -15,507 -5%
DIA
83
Davidson Investment Advisors
Montana
$8.61M 285,524 +12,468 +5%
WCA
84
Westover Capital Advisors
Delaware
$8.52M 282,556 +282,556 New
GCA
85
Greenwood Capital Associates
South Carolina
$8.48M 281,192 +2,330 +0.8%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$8.4M 278,718 -38,853 -12%
CA
87
Cetera Advisors
Colorado
$8.12M 269,324 +8,607 +3%
NW
88
NewEdge Wealth
Pennsylvania
$7.78M 258,131 -19,273 -7%
ANTB
89
AMG National Trust Bank
Colorado
$7.77M 257,676 -3,710 -1%
NA
90
NewEdge Advisors
Louisiana
$7.64M 253,419 +15,168 +6%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$7.62M 252,816 -14,132 -5%
AllianceBernstein
92
AllianceBernstein
Tennessee
$7.5M 248,656 -11,599 -4%
GL
93
Graypoint LLC
New York
$7.47M 247,849 -408 -0.2%
TCPWM
94
Traverso Chambers Private Wealth Management
California
$7.36M 244,181 +16,502 +7%
Jane Street
95
Jane Street
New York
$7.32M 242,692 -5,669 -2%
FSC
96
Full Sail Capital
Oklahoma
$7.28M 241,430 +12,072 +5%
VW
97
Vantage Wealth
California
$7.19M 238,425 +238,425 New
MWM
98
Moran Wealth Management
Florida
$7.08M 234,909 +9,960 +4%
PGFC
99
Peapack-Gladstone Financial Corp
New Jersey
$7M 232,193 -2,584 -1%
MWA
100
Moser Wealth Advisors
Washington
$6.89M 228,486 +1,620 +0.7%