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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 %
GWM
76
GDS Wealth Management
Texas
$11.3M 363,350 +53,431 +17%
SF
77
Synovus Financial
Georgia
$11M 352,610 -102,398 -23%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$10.6M 339,037 +24,718 +8%
RIA
79
Regal Investment Advisors
Michigan
$10.2M 327,351 -123,138 -27%
BI
80
Ballast Inc
Kentucky
$10.2M 326,594 +6,431 +2%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$10M 321,900 -41,968 -12%
MF
82
Montis Financial
Massachusetts
$9.82M 314,693 -65,040 -17%
AWS
83
Atria Wealth Solutions
New York
$9.79M 313,921 +4,107 +1%
PI
84
Parkside Investments
Illinois
$9.7M 311,028 -22,263 -7%
BF
85
BOK Financial
Oklahoma
$9.63M 308,781 -90,760 -23%
CFO
86
Collective Family Office
Pennsylvania
$9.6M 307,853 +96,909 +46%
Capstone Investment Advisors
87
Capstone Investment Advisors
New York
$9.54M 305,801 +305,801 New
CC
88
Centiva Capital
New York
$9.36M 300,000 +300,000 New
Renaissance Technologies
89
Renaissance Technologies
New York
$9.24M 296,205 +296,205 New
DIA
90
Davidson Investment Advisors
Montana
$9.12M 292,503 +6,979 +2%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$9.1M 291,635 -13,140 -4%
VW
92
Vantage Wealth
California
$9.01M 288,950 +50,525 +21%
WCA
93
Westover Capital Advisors
Delaware
$9.01M 288,894 +6,338 +2%
GCA
94
Greenwood Capital Associates
South Carolina
$8.75M 280,431 -761 -0.3%
CA
95
Cetera Advisors
Colorado
$8.6M 275,618 +6,294 +2%
CA
96
Crewe Advisors
Utah
$8.51M 272,904 -95,101 -26%
NW
97
NewEdge Wealth
Pennsylvania
$8.41M 269,742 +11,611 +4%
TCPWM
98
Traverso Chambers Private Wealth Management
California
$8.07M 258,799 +14,618 +6%
SFG
99
Sowa Financial Group
Rhode Island
$7.97M 255,614 -31,468 -11%
AllianceBernstein
100
AllianceBernstein
Tennessee
$7.83M 251,137 +2,481 +1%