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iShares Preferred and Income Securities ETF

1,035 hedge funds and large institutions have $6.21B invested in iShares Preferred and Income Securities ETF in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 394 increasing their positions, 392 reducing their positions, and 74 closing their positions.

Holders
1,035
Holders Change
+12
Holders Change %
+1.17%
% of All Funds
15.01%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.52%
New
100
Increased
394
Reduced
392
Closed
74
Calls
$14.5M
Puts
$24M
Net Calls
-$9.46M
Net Calls Change
-$9.47M
Name Market Value Shares Shares
Change
Shares
Change %
NW
101
NewEdge Wealth
Pennsylvania
$7.87M 252,168 -17,574 -7%
AWM
102
Angeles Wealth Management
California
$7.75M 240,390 +21,934 +10%
AllianceBernstein
103
AllianceBernstein
Tennessee
$7.55M 234,353 -16,784 -7%
FSC
104
Full Sail Capital
Oklahoma
$7.52M 233,308 -485 -0.2%
GCA
105
Greenwood Capital Associates
South Carolina
$7.5M 232,563 -47,868 -17%
HNB
106
Huntington National Bank
Ohio
CIBC Private Wealth Group
107
CIBC Private Wealth Group
Georgia
$7.28M 226,688 +2,570 +1%
PGFC
108
Peapack-Gladstone Financial Corp
New Jersey
$7.26M 225,138 -260 -0.1%
Comerica Bank
109
Comerica Bank
Texas
$7.21M 223,860 +4,076 +2%
PAS
110
Park Avenue Securities
New York
$7.19M 223,084 +46,102 +26%
DADC
111
D.A. Davidson & Co
Montana
$7.06M 219,082 +17,583 +9%
RIL
112
Rothschild Investment LLC
Illinois
$7.06M 218,889 -465 -0.2%
MWA
113
Moser Wealth Advisors
Washington
$7.01M 217,554 -1,816 -0.8%
EWA
114
Exencial Wealth Advisors
Oklahoma
$7.01M 217,458 -11,679 -5%
CA
115
Crewe Advisors
Utah
$6.88M 213,576 -59,328 -22%
MFIM
116
Mesirow Financial Investment Management
Illinois
$6.81M 211,227 +27,835 +15%
Envestnet Portfolio Solutions
117
Envestnet Portfolio Solutions
Illinois
$6.79M 210,790 +69,800 +50%
FAP
118
Financial Advisory Partners
Florida
$6.74M 209,100 -4,308 -2%
AssetMark Inc
119
AssetMark Inc
California
$6.72M 208,484 +3,884 +2%
Creative Planning
120
Creative Planning
Kansas
$6.6M 204,812 +19,646 +11%
SIA
121
SeaBridge Investment Advisors
New Jersey
$6.57M 203,946 +119,056 +140%
FWM
122
ForthRight Wealth Management
Georgia
$6.56M 203,563 -14,980 -7%
SP
123
Stablepoint Partners
Massachusetts
$6.33M 196,503 +19,401 +11%
ANTB
124
AMG National Trust Bank
Colorado
$6.24M 193,545 +78,030 +68%
GKWIM
125
Gerber Kawasaki Wealth & Investment Management
California
$6.18M 191,794 +36,371 +23%