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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 %
VCM
1026
Versant Capital Management
Arizona
$4.06K 129
IWM
1027
IMG Wealth Management
Florida
$3.65K 116 +116 New
WWM
1028
Wolff Wiese Magana
California
$3.52K 112
TCM
1029
Tradewinds Capital Management
Washington
$3.46K 110 +110 New
BL
1030
BFSG LLC
California
$3.14K 100 -200 -67%
BA
1031
Ballast Advisors
Minnesota
$3.14K 100
CAL
1032
Capital Analysts LLC
Pennsylvania
$3K 94 +94 New
WTFG
1033
Wood Tarver Financial Group
Idaho
$3K 125 +125 New
IMC
1034
Investment Management Corporation
Virginia
$2.83K 90 +90 New
FWA
1035
Flagship Wealth Advisors
Massachusetts
$2.83K 90 +90 New
BONH
1036
Bank of New Hampshire
New Hampshire
$2.7K 86
WWP
1037
WR Wealth Planners
Missouri
$2.67K 85
BNP Paribas Financial Markets
1038
BNP Paribas Financial Markets
France
$2.52K 80 -1,940 -96%
CWC
1039
Carolinas Wealth Consulting
North Carolina
$2.14K 68 +68 New
CPBTD
1040
Central Pacific Bank - Trust Division
Hawaii
$2.04K 65
RBC
1041
Roble Belko & Company
Pennsylvania
$2K 65 +1 +2%
PS
1042
PayPay Securities
Japan
$1.92K 61 +51 +510%
SC
1043
Solstein Capital
California
$1.89K 60
NS
1044
NBC Securities
Alabama
$1.59K 50 -56,532 -100%
SIM
1045
Studio Investment Management
Illinois
$1.57K 50 +50 New
PCTC
1046
Perkins Coie Trust Company
Washington
$1.57K 50
KWM
1047
Kiker Wealth Management
Georgia
$1.54K 49 +49 New
SAM
1048
Smartleaf Asset Management
Massachusetts
$1.31K 41
APW
1049
Atlantic Private Wealth
North Carolina
$1.13K 36 +1 +3%
CFS
1050
CGC Financial Services
Oregon
$1.1K 35