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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 Holding Trade Value Shares
Change
Shares
Change %
FWA
1001
FSM Wealth Advisors
Ohio
-$232K -7,535 Closed
PPP
1002
Private Portfolio Partners
New Jersey
-$226K -7,320 Closed
BAG
1003
Bridgewealth Advisory Group
California
-$218K -7,040 Closed
SWMP
1004
Signature Wealth Management Partners
New Jersey
-$217K -7,029 Closed
AFS
1005
AFG Fiduciary Services
Massachusetts
-$205K -6,651 Closed
LIA
1006
LS Investment Advisors
Michigan
-$203K -6,550 Closed
TMWM
1007
Taylor & Morgan Wealth Management
Michigan
-$202K -6,516 Closed
1CM
1008
1492 Capital Management
Wisconsin
-$201K -6,494 Closed
CPSC
1009
Carl P. Sherr & Co
Massachusetts
-$201K -6,485 Closed
PFP
1010
Pinnacle Financial Partners
Tennessee
-$172K -5,570 Closed
CFO
1011
CVA Family Office
Colorado
-$151K -4,895 Closed
WAM
1012
Worth Asset Management
Texas
-$126K -4,080 Closed
FBC
1013
Fairfield, Bush & Co
Connecticut
-$123K -3,975 Closed
BA
1014
Bristlecone Advisors
Washington
-$108K -3,503 Closed
IGWM
1015
ICA Group Wealth Management
Colorado
-$103K -3,346 Closed
TF
1016
Tompkins Financial
New York
-$62.9K -2,035 Closed
VF
1017
VitalStone Financial
Texas
-$51K -1,708 Closed
TFP
1018
Tilia Fiduciary Partners
North Carolina
-$52.4K -1,693 Closed
PB
1019
Pinnacle Bancorp
Nebraska
-$47.9K -1,550 Closed
GFL
1020
Granite FO LLC
New Hampshire
-$32.7K -1,056 Closed
GFP
1021
Gryphon Financial Partners
Ohio
-$25.5K -826 Closed
MIH
1022
Meitav Investment House
Israel
-$23.7K -768 Closed
NC
1023
NewSquare Capital
Pennsylvania
-$15.5K -500 Closed
CWA
1024
Clearview Wealth Advisors
Oregon
-$9.59K -310 Closed
VNA
1025
Valley National Advisers
Pennsylvania
-$10K -300 Closed