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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 %
Balyasny Asset Management
126
Balyasny Asset Management
Illinois
$5.91M 189,579 +189,579 New
TB
127
Treynor Bancshares
Iowa
$5.87M 188,088 -2,986 -2%
Creative Planning
128
Creative Planning
Kansas
$5.78M 185,166 -104,775 -36%
MFIM
129
Mesirow Financial Investment Management
Illinois
$5.72M 183,392 +183,392 New
FFA
130
Fragasso Financial Advisors
Pennsylvania
$5.59M 179,108 +113,281 +172%
QIM
131
Quest Investment Management
Oregon
$5.54M 177,528
SP
132
Stablepoint Partners
Massachusetts
$5.52M 177,102 +177,102 New
PAS
133
Park Avenue Securities
New York
$5.52M 176,982 +29,559 +20%
CCMG
134
Clark Capital Management Group
Pennsylvania
$5.48M 175,669 -8,460 -5%
HFRG
135
Houlihan Financial Resource Group
Virginia
$5.22M 167,439 +5,696 +4%
LCM
136
Liberty Capital Management
Michigan
$5.21M 167,138 -14,315 -8%
BFC
137
Blue Fin Capital
Rhode Island
$5.06M 162,336 +76,323 +89%
Lido Advisors
138
Lido Advisors
California
$4.99M 159,873 +26,374 +20%
BAM
139
BOS Asset Management
Illinois
$4.96M 158,868 -1,541 -1%
Prudential Financial
140
Prudential Financial
New Jersey
$4.95M 158,812 -3,132 -2%
CWS
141
Cypress Wealth Services
California
$4.93M 158,176 -8,714 -5%
LNC
142
Lincoln National Corp
Pennsylvania
$4.87M 156,008 +32,861 +27%
GKWIM
143
Gerber Kawasaki Wealth & Investment Management
California
$4.85M 155,423 -16,849 -10%
BI
144
Bramshill Investments
Florida
$4.78M 153,179 +153,179 New
AWM
145
Apollon Wealth Management
South Carolina
$4.71M 150,850 +19,575 +15%
ZIM
146
Zacks Investment Management
Illinois
$4.61M 147,695 +127,507 +632%
JGIA
147
Jackson Grant Investment Advisers
Connecticut
$4.56M 146,262 +19,767 +16%
CFP
148
Curran Financial Partners
South Carolina
$4.56M 143,856 +8,015 +6%
HWAM
149
Hennion & Walsh Asset Management
New Jersey
$4.52M 144,813 +144,813 New
TA
150
TrueWealth Advisors
Alabama
$4.5M 144,283 +10,586 +8%