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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 Market Value Shares Shares
Change
Shares
Change %
HNB
101
Huntington National Bank
Ohio
SAMC
102
Spectrum Asset Management (Connecticut)
Connecticut
$6.72M 223,029 +23,617 +12%
PAG
103
Private Advisor Group
New Jersey
$6.65M 221,006 -41,109 -16%
AAS
104
Avantax Advisory Services
Texas
$6.6M 218,851 -9,150 -4%
FAP
105
Financial Advisory Partners
Florida
$6.48M 214,980 +9,124 +4%
GW
106
GW & Wade
Massachusetts
$6.47M 214,655 +21,157 +11%
AWM
107
Angeles Wealth Management
California
$6.44M 213,490 -1,311 -0.6%
CFO
108
Collective Family Office
Pennsylvania
$6.36M 210,944 +10,628 +5%
AWM
109
AE Wealth Management
Kansas
$6.32M 209,471 -165,129 -44%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$6.22M 206,426 -88,712 -30%
AssetMark Inc
111
AssetMark Inc
California
$6.2M 205,511 -4,752 -2%
CCA
112
Cadent Capital Advisors
Oklahoma
$5.9M 195,540 +178,389 +1,040%
TB
113
Treynor Bancshares
Iowa
$5.76M 191,074 +6,805 +4%
Comerica Bank
114
Comerica Bank
Texas
$5.59M 185,568 +185,568 New
CCMG
115
Clark Capital Management Group
Pennsylvania
$5.55M 184,129 -65,135 -26%
LCM
116
Liberty Capital Management
Michigan
$5.47M 181,453 -15,915 -8%
SPIA
117
Steward Partners Investment Advisory
New York
$5.44M 180,509 +13,620 +8%
QIM
118
Quest Investment Management
Oregon
$5.35M 177,528 -1,130 -0.6%
CIBC Private Wealth Group
119
CIBC Private Wealth Group
Georgia
$5.34M 177,262 -988 -0.6%
QFA
120
Quattro Financial Advisors
Texas
$5.22M 173,221 +173,221 New
GKWIM
121
Gerber Kawasaki Wealth & Investment Management
California
$5.19M 172,272 +2,530 +1%
ASN
122
Advisory Services Network
Georgia
$5.11M 169,633 +10,800 +7%
RWG
123
Ratio Wealth Group
Colorado
$5.11M 169,592 -10,839 -6%
CWS
124
Cypress Wealth Services
California
$5.03M 166,890 -1,947 -1%
RA
125
RFG Advisory
Alabama
$4.98M 165,299 -13,864 -8%