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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 %
FAP
126
Financial Advisory Partners
Florida
$5.83M 184,690 -24,410 -12%
AssetMark Inc
127
AssetMark Inc
California
$5.72M 181,429 -27,055 -13%
QIM
128
Quest Investment Management
Oregon
$5.6M 177,528
FWM
129
ForthRight Wealth Management
Georgia
$5.55M 175,817 -27,746 -14%
HSBC Holdings
130
HSBC Holdings
United Kingdom
$5.52M 175,076 +84,849 +94%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$5.52M 174,982 -6,728 -4%
DBIA
132
Dumont & Blake Investment Advisors
New Jersey
$5.44M 172,356 +86,053 +100%
BWG
133
Balanced Wealth Group
Ohio
$5.43M 200,499 -14,720 -7%
IFPG
134
Intrepid Financial Planning Group
Indiana
$5.27M 167,078 +38,276 +30%
RFWA
135
RPg Family Wealth Advisory
Massachusetts
$5.26M 166,727 +14,930 +10%
DLCIG
136
D.L. Carlson Investment Group
New Hampshire
$5.23M 165,873 +44,719 +37%
WA
137
Waverly Advisors
Alabama
$5.19M 164,549 -5,369 -3%
BFC
138
Blue Fin Capital
Rhode Island
$5.18M 164,340 +1,478 +0.9%
BHWA
139
Beacon Harbor Wealth Advisors
Virginia
$5.11M 161,906 +4,753 +3%
BAM
140
BOS Asset Management
Illinois
$4.98M 157,992 -837 -0.5%
Capstone Investment Advisors
141
Capstone Investment Advisors
New York
$4.97M 157,401 -172,400 -52%
Envestnet Portfolio Solutions
142
Envestnet Portfolio Solutions
Illinois
$4.96M 157,075 -53,715 -25%
Prudential Financial
143
Prudential Financial
New Jersey
$4.92M 156,035 -161 -0.1%
CWS
144
Cypress Wealth Services
California
$4.84M 153,492 -1,611 -1%
FDS
145
Freedom Day Solutions
Texas
$4.84M 153,365 +31,948 +26%
GLA
146
Good Life Advisors
Pennsylvania
$4.82M 152,800 +123,359 +419%
CFP
147
Curran Financial Partners
South Carolina
$4.81M 152,338 +5,365 +4%
OC
148
Oppenheimer & Co
New York
$4.71M 149,442 +36,638 +32%
JGIA
149
Jackson Grant Investment Advisers
Connecticut
$4.63M 146,861 +1,584 +1%
OPS
150
Orion Portfolio Solutions
Nebraska
$4.6M 145,687 -19,992 -12%