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iShares Preferred and Income Securities ETF

1,009 hedge funds and large institutions have $6.02B invested in iShares Preferred and Income Securities ETF in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 413 increasing their positions, 361 reducing their positions, and 53 closing their positions.

Holders
1,009
Holders Change
+12
Holders Change %
+1.2%
% of All Funds
14.6%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.45%
New
78
Increased
413
Reduced
361
Closed
53
Calls
$5.43M
Puts
$26.4M
Net Calls
-$21M
Net Calls Change
+$7.91M
Name Market Value Shares Shares
Change
Shares
Change %
Kovitz Investment Group Partners
101
Kovitz Investment Group Partners
Illinois
$7.52M 227,844 +15,402 +7%
PGFC
102
Peapack-Gladstone Financial Corp
New Jersey
$7.38M 222,206 -502 -0.2%
MFIM
103
Mesirow Financial Investment Management
Illinois
$7.38M 222,128 +5,612 +3%
SP
104
Stablepoint Partners
Massachusetts
$7.24M 217,963 +6,329 +3%
Balyasny Asset Management
105
Balyasny Asset Management
Illinois
$7.24M 217,818 +145,230 +200%
MWA
106
Moser Wealth Advisors
Washington
$7.17M 215,815 +1,633 +0.8%
DADC
107
D.A. Davidson & Co
Montana
$7.14M 214,820 +1,264 +0.6%
RIL
108
Rothschild Investment LLC
Illinois
$7.08M 212,986 -4,151 -2%
SIA
109
SeaBridge Investment Advisors
New Jersey
$6.82M 205,341 +1,798 +0.9%
SFG
110
Sowa Financial Group
Rhode Island
$6.75M 203,140 -18,214 -8%
Creative Planning
111
Creative Planning
Kansas
$6.5M 195,624 -4,485 -2%
AWM
112
Angeles Wealth Management
California
$6.48M 194,925 -47,225 -20%
CCM
113
Crabel Capital Management
California
$6.39M 192,286 +145,178 +308%
DAS
114
Dynamic Advisor Solutions
Arizona
$6.39M 192,205 +1,474 +0.8%
CWM
115
Congress Wealth Management
Massachusetts
$6.25M 188,086 -6,065 -3%
PAS
116
Park Avenue Securities
New York
$6.15M 184,996 -38,556 -17%
EWA
117
Exencial Wealth Advisors
Oklahoma
$6.1M 183,707 -9,922 -5%
Capstone Investment Advisors
118
Capstone Investment Advisors
New York
$6.09M 183,401 +26,000 +17%
DLCIG
119
D.L. Carlson Investment Group
New Hampshire
$6.02M 181,120 +15,247 +9%
FAP
120
Financial Advisory Partners
Florida
$5.96M 179,285 -5,405 -3%
RFWA
121
RPg Family Wealth Advisory
Massachusetts
$5.96M 179,248 +12,521 +8%
QIM
122
Quest Investment Management
Oregon
$5.9M 177,528
CA
123
Crewe Advisors
Utah
$5.87M 176,685 -15,067 -8%
AssetMark Inc
124
AssetMark Inc
California
$5.85M 176,136 -5,293 -3%
PFS
125
Prospera Financial Services
Texas
$5.82M 175,228 -37,364 -18%