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iShares Preferred and Income Securities ETF

1,023 hedge funds and large institutions have $5.91B invested in iShares Preferred and Income Securities ETF in 2023 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 320 increasing their positions, 431 reducing their positions, and 79 closing their positions.

Holders
1,023
Holders Change
+70
Holders Change %
+7.35%
% of All Funds
15%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.47%
New
164
Increased
320
Reduced
431
Closed
79
Calls
$16.6M
Puts
$16.6M
Net Calls
+$13K
Net Calls Change
-$5M
Name Market Value Shares Shares
Change
Shares
Change %
JIP
101
Jaffetilchin Investment Partners
Florida
$7.7M 246,945 -154,579 -38%
NA
102
NewEdge Advisors
Louisiana
$7.55M 240,024 -13,395 -5%
AAS
103
Avantax Advisory Services
Texas
$7.4M 237,282 +18,431 +8%
HNB
104
Huntington National Bank
Ohio
FSC
105
Full Sail Capital
Oklahoma
$7.29M 233,793 -7,637 -3%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$7.18M 230,160 -22,656 -9%
EWA
107
Exencial Wealth Advisors
Oklahoma
$7.15M 229,137 -62,068 -21%
PGFC
108
Peapack-Gladstone Financial Corp
New Jersey
$7.03M 225,398 -6,795 -3%
CIBC Private Wealth Group
109
CIBC Private Wealth Group
Georgia
$6.99M 224,118 +46,856 +26%
SPIA
110
Steward Partners Investment Advisory
New York
$6.98M 223,669 +43,160 +24%
SAMC
111
Spectrum Asset Management (Connecticut)
Connecticut
$6.95M 222,784 -245 -0.1%
GW
112
GW & Wade
Massachusetts
$6.88M 220,439 +5,784 +3%
Comerica Bank
113
Comerica Bank
Texas
$6.86M 219,784 +34,216 +18%
MWA
114
Moser Wealth Advisors
Washington
$6.84M 219,370 -9,116 -4%
RIL
115
Rothschild Investment LLC
Illinois
$6.84M 219,354 +219,354 New
FWM
116
ForthRight Wealth Management
Georgia
$6.82M 218,543 -77,459 -26%
AWM
117
Angeles Wealth Management
California
$6.81M 218,456 +4,966 +2%
PAG
118
Private Advisor Group
New Jersey
$6.75M 216,278 -4,728 -2%
FAP
119
Financial Advisory Partners
Florida
$6.66M 213,408 -1,572 -0.7%
MWM
120
Moran Wealth Management
Florida
$6.55M 209,949 -24,960 -11%
BWG
121
Balanced Wealth Group
Ohio
$6.39M 204,722 +204,722 New
AssetMark Inc
122
AssetMark Inc
California
$6.38M 204,600 -911 -0.4%
CW
123
Connectus Wealth
Ohio
$6.33M 202,797 +196,062 +2,911%
DADC
124
D.A. Davidson & Co
Montana
$6.28M 201,499 +67,100 +50%
DAS
125
Dynamic Advisor Solutions
Arizona
$6.09M 195,670 +61,137 +45%