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iShares Preferred and Income Securities ETF

997 hedge funds and large institutions have $5.63B invested in iShares Preferred and Income Securities ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 376 increasing their positions, 394 reducing their positions, and 93 closing their positions.

Holders
997
Holders Change
-38
Holders Change %
-3.67%
% of All Funds
14.5%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.44%
New
74
Increased
376
Reduced
394
Closed
93
Calls
$11.7M
Puts
$40.6M
Net Calls
-$28.9M
Net Calls Change
-$19.4M
Name Market Value Shares Shares
Change
Shares
Change %
GCA
101
Greenwood Capital Associates
South Carolina
$7.46M 236,531 +3,968 +2%
HNB
102
Huntington National Bank
Ohio
FSC
103
Full Sail Capital
Oklahoma
$7.15M 226,753 -6,555 -3%
SC
104
Swan Capital
Florida
$7.09M 224,666 +163,546 +268%
Comerica Bank
105
Comerica Bank
Texas
$7.08M 224,534 +674 +0.3%
PAS
106
Park Avenue Securities
New York
$7.05M 223,552 +468 +0.2%
Lido Advisors
107
Lido Advisors
California
$7.04M 223,147 +51,126 +30%
PGFC
108
Peapack-Gladstone Financial Corp
New Jersey
$7.03M 222,708 -2,430 -1%
SFG
109
Sowa Financial Group
Rhode Island
$6.98M 221,354 -34,260 -13%
CCMG
110
Clark Capital Management Group
Pennsylvania
$6.9M 218,643 -54,210 -20%
GKWIM
111
Gerber Kawasaki Wealth & Investment Management
California
$6.89M 218,277 +26,483 +14%
RIL
112
Rothschild Investment LLC
Illinois
$6.85M 217,137 -1,752 -0.8%
MFIM
113
Mesirow Financial Investment Management
Illinois
$6.83M 216,516 +5,289 +3%
MWA
114
Moser Wealth Advisors
Washington
$6.76M 214,182 -3,372 -2%
DADC
115
D.A. Davidson & Co
Montana
$6.74M 213,556 -5,526 -3%
SP
116
Stablepoint Partners
Massachusetts
$6.71M 211,634 +15,131 +8%
Kovitz Investment Group Partners
117
Kovitz Investment Group Partners
Illinois
$6.71M 212,442 +205,992 +3,194%
PFS
118
Prospera Financial Services
Texas
$6.71M 212,592 +46,278 +28%
SIA
119
SeaBridge Investment Advisors
New Jersey
$6.42M 203,543 -403 -0.2%
Creative Planning
120
Creative Planning
Kansas
$6.31M 200,109 -4,703 -2%
CIBC Private Wealth Group
121
CIBC Private Wealth Group
Georgia
$6.31M 199,708 -26,980 -12%
CWM
122
Congress Wealth Management
Massachusetts
$6.13M 194,151 -418,424 -68%
EWA
123
Exencial Wealth Advisors
Oklahoma
$6.11M 193,629 -23,829 -11%
CA
124
Crewe Advisors
Utah
$6.05M 191,752 -21,824 -10%
DAS
125
Dynamic Advisor Solutions
Arizona
$6.02M 190,731 +4,154 +2%