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iShares Preferred and Income Securities ETF

946 hedge funds and large institutions have $4.85B invested in iShares Preferred and Income Securities ETF in 2023 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 318 increasing their positions, 383 reducing their positions, and 98 closing their positions.

Holders
946
Holders Change
-28
Holders Change %
-2.87%
% of All Funds
15.14%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.54%
New
97
Increased
318
Reduced
383
Closed
98
Calls
$11.7M
Puts
$46.8M
Net Calls
-$35.1M
Net Calls Change
+$22.7M
Name Market Value Shares Shares
Change
Shares
Change %
BWA
126
BDO Wealth Advisors
Florida
$4.92M 157,629 +85,454 +118%
Fiera Capital (Canada)
127
Fiera Capital (Canada)
Quebec, Canada
$4.82M 154,486 -15,166 -9%
BAM
128
BOS Asset Management
Illinois
$4.73M 151,462 -2,109 -1%
ASN
129
Advisory Services Network
Georgia
$4.72M 151,145 +28,250 +23%
WDA
130
Wendell David Associates
New Hampshire
$4.58M 146,768 -19,290 -12%
WW
131
Westshore Wealth
California
$4.55M 145,745 -70,876 -33%
BFC
132
Blue Fin Capital
Rhode Island
$4.5M 153,237 -1,726 -1%
CAM
133
Congress Asset Management
Massachusetts
$4.49M 143,776 -10,422 -7%
CIBC Private Wealth Group
134
CIBC Private Wealth Group
Georgia
$4.44M 181,065 -4,253 -2%
MMA
135
Miracle Mile Advisors
California
$4.43M 141,963 -6,130 -4%
Cohen & Steers
136
Cohen & Steers
New York
$4.42M 141,507 -1,561,625 -92%
RA
137
RFG Advisory
Alabama
$4.39M 140,539 +1,862 +1%
OA
138
Operose Advisors
Wisconsin
$4.33M 138,618 +9,745 +8%
CFMC
139
Curbstone Financial Management Corp
New Hampshire
$4.3M 137,780 +2,550 +2%
SPIA
140
Steward Partners Investment Advisory
New York
$4.1M 131,456 -27,228 -17%
BPA
141
Beacon Pointe Advisors
California
$4.05M 129,787 +118,599 +1,060%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$4.02M 128,827 -24,123 -16%
SDAM
143
Shulman DeMeo Asset Management
New York
$4M 128,125 -3,731 -3%
MCC
144
Money Concepts Capital
Florida
$3.97M 116,003 +34,591 +42%
DAS
145
Dynamic Advisor Solutions
Arizona
$3.93M 126,027 +29,951 +31%
ONB
146
Old National Bancorp
Indiana
$3.88M 124,225 -7,911 -6%
DADC
147
D.A. Davidson & Co
Montana
$3.85M 123,340 +27,448 +29%
CFO
148
Collective Family Office
Pennsylvania
$3.8M 121,577 +16,027 +15%
NW
149
NewEdge Wealth
Pennsylvania
$3.74M 119,711 +17,375 +17%
SC
150
SouthState Corp
Florida
$3.73M 119,375 +3,262 +3%