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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 %
AWM
976
AllSquare Wealth Management
New York
$11.2K 358 -275 -43%
EW
977
Element Wealth
Mississippi
$11K 351 +8 +2%
OSNBOA
978
Old Second National Bank of Aurora
Illinois
$10.9K 350 -200 -36%
AP
979
Aspect Partners
Virginia
$10.4K 334 +334 New
WAS
980
Winch Advisory Services
Wisconsin
$10.4K 333 +7 +2%
AC
981
AlphaCore Capital
California
$9.98K 320 +255 +392%
VWM
982
Venturi Wealth Management
Texas
$9.92K 318
CJ
983
Caitlin John
Michigan
$9.92K 318 +318 New
GI
984
GS Investments
Minnesota
$9.36K 300
BL
985
BFSG LLC
California
$9.36K 300 +300 New
EWA
986
EverSource Wealth Advisors
Alabama
$7.94K 254 +5 +2%
MRCM
987
M&R Capital Management
New Jersey
$7.8K 250 -50 -17%
WCAMG
988
Woodard & Company Asset Management Group
North Carolina
$7.8K 250
TIM
989
Thompson Investment Management
Wisconsin
$7.8K 250
RFS
990
Richardson Financial Services
Massachusetts
$7.7K 247 +247 New
FF
991
Friedenthal Financial
New Jersey
$7.61K 244 +244 New
FIM
992
FWL Investment Management
Texas
$7.55K 242 +130 +116%
PS
993
Planned Solutions
California
$6.55K 210 +210 New
AIA
994
Angeles Investment Advisors
California
$6.24K 200
BA
995
Ballast Advisors
Minnesota
$6.24K 200
IPW
996
Impact Partnership Wealth
Georgia
$6.24K 200
JWA
997
JFS Wealth Advisors
Pennsylvania
$5.76K 185 +5 +3%
MLA
998
MB, Levis & Associates
Pennsylvania
$5.21K 167
CPG
999
Cornerstone Planning Group
New Jersey
$4.99K 160 -341 -68%
GWS
1000
Glassman Wealth Services
Virginia
$4.95K 159 +4 +3%