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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 %
GI
1001
GS Investments
Minnesota
$9.43K 300
CWM
1002
Crowley Wealth Management
Delaware
$9.43K 300 +300 New
KIM
1003
Kestra Investment Management
Texas
$8.65K 275 +275 New
CJ
1004
Caitlin John
Michigan
$8.39K 267 -54 -17%
AIP
1005
Ameritas Investment Partners
Nebraska
$7.92K 252 +252 New
TIM
1006
Thompson Investment Management
Wisconsin
$7.86K 250
FP
1007
Financial Perspectives
Minnesota
$7.29K 232
FF
1008
Friedenthal Financial
New Jersey
$6.79K 216 -131,852 -100%
BAM
1009
Bellevue Asset Management
Washington
$6.29K 200 -591 -75%
AIA
1010
Angeles Investment Advisors
California
$6.29K 200
OSNBOA
1011
Old Second National Bank of Aurora
Illinois
$6.13K 195 +195 New
TRCT
1012
Tower Research Capital (TRC)
New York
$5.72K 182 -1,511 -89%
PWM
1013
Parkworth Wealth Management
California
$5.69K 181 +181 New
RFS
1014
Richardson Financial Services
Massachusetts
$5.47K 174 -552 -76%
CPG
1015
Cornerstone Planning Group
New Jersey
$5.32K 165 +3 +2%
MLA
1016
MB, Levis & Associates
Pennsylvania
$5.25K 167
VWM
1017
Venturi Wealth Management
Texas
$5K 159
SIC
1018
SJS Investment Consulting
Ohio
$4.91K 156 +156 New
AIM
1019
Anchor Investment Management
South Carolina
$4.77K 152 +1 +0.7%
RF
1020
Roxbury Financial
New Jersey
$4.77K 144 +144 New
LI
1021
LRI Investments
Florida
$4.72K 150
QCG
1022
Quadrant Capital Group
Ohio
$4.72K 150
CB
1023
CNB Bank
Pennsylvania
$4.4K 140
NMG
1024
New Millennium Group
Utah
$4.4K 140 +135 +2,700%
PSB
1025
Piscataqua Savings Bank
New Hampshire
$4.21K 134