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iShares Preferred and Income Securities ETF

1,058 hedge funds and large institutions have $6.26B invested in iShares Preferred and Income Securities ETF in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 379 increasing their positions, 394 reducing their positions, and 67 closing their positions.

Holders
1,058
Holders Change
+49
Holders Change %
+4.86%
% of All Funds
14.09%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.37%
New
132
Increased
379
Reduced
394
Closed
67
Calls
$7.91M
Puts
$33.1M
Net Calls
-$25.2M
Net Calls Change
-$4.25M
Name Market Value Shares Shares
Change
Shares
Change %
VWWMG
976
Vermillion & White Wealth Management Group
Pennsylvania
$21.8K 693
SFG
977
Stonebridge Financial Group
Pennsylvania
$21.5K 685 +685 New
EW
978
Element Wealth
Mississippi
$21.3K 678 +7 +1%
RF
979
Robbins Farley
New Hampshire
$21K 669 +219 +49%
CTA
980
Colonial Trust Advisors
South Carolina
$19.7K 625
GCM
981
Gables Capital Management
Florida
$19.2K 610
CBT
982
CoreFirst Bank & Trust
Kansas
$18.9K 600
NRG
983
Nemes Rush Group
Michigan
$16.3K 520
HCM
984
Horrell Capital Management
Arkansas
$16K 500
OP
985
ORG Partners
Indiana
$15.9K 503
M
986
MOTCO
Texas
$15.7K 500 +500 New
BAM
987
Byrne Asset Management
New Jersey
$14.9K 475
EAM
988
Eukles Asset Management
Ohio
$14.7K 468
JWA
989
JFS Wealth Advisors
Pennsylvania
$14.5K 460 +4 +0.9%
FPB
990
First PREMIER Bank
South Dakota
$14K 432 -1,160 -73%
CT
991
Coastline Trust
Rhode Island
$13.7K 435
GWANC
992
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.2K 387 -575 -60%
RI
993
Ridgewood Investments
New Jersey
$12.1K 384
MSWA
994
Marshall & Sterling Wealth Advisors
New York
$11.5K 367 +367 New
AWM
995
AllSquare Wealth Management
New York
$11.3K 358
WAS
996
Winch Advisory Services
Wisconsin
$11.1K 354 +7 +2%
NECFA
997
New England Capital Financial Advisors
Connecticut
$10.9K 347 +7 +2%
CCM
998
Chilton Capital Management
Texas
$10.1K 322 -22 -6%
GM
999
GeoWealth Management
Illinois
$9.84K 313 +313 New
NFSG
1000
Newbridge Financial Services Group
Florida
$9.75K 310 +310 New