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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 %
IFPG
126
Intrepid Financial Planning Group
Indiana
$5.8M 174,535 +7,457 +4%
FDS
127
Freedom Day Solutions
Texas
$5.72M 172,265 +18,900 +12%
BHWA
128
Beacon Harbor Wealth Advisors
Virginia
$5.64M 169,850 +7,944 +5%
HFRG
129
Houlihan Financial Resource Group
Virginia
$5.6M 168,537 +168,537 New
BFC
130
Blue Fin Capital
Rhode Island
$5.5M 165,405 +1,065 +0.6%
MPWT
131
MassMutual Private Wealth & Trust
Connecticut
$5.46M 164,422 +24,231 +17%
OC
132
Oppenheimer & Co
New York
$5.45M 164,086 +14,644 +10%
CFP
133
Curran Financial Partners
South Carolina
$5.37M 161,683 +9,345 +6%
WA
134
Waverly Advisors
Alabama
$5.37M 161,538 -3,011 -2%
BRWA
135
B. Riley Wealth Advisors
Florida
$5.29M 158,722 +17,715 +13%
BAM
136
BOS Asset Management
Illinois
$5.25M 158,006 +14 +0%
CIBC Private Wealth Group
137
CIBC Private Wealth Group
Georgia
$5.2M 156,452 -43,256 -22%
DC
138
Davenport & Co
Virginia
$5.19M 156,126 +23,485 +18%
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$5.06M 152,265 -22,717 -13%
CWS
140
Cypress Wealth Services
California
$5.05M 152,113 -1,379 -0.9%
AWM
141
Apollon Wealth Management
South Carolina
$5.02M 151,139 +14,373 +11%
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$5.02M 151,013 +58,718 +64%
KC
143
Kades & Cheifetz
Pennsylvania
$4.88M 146,934 +6,158 +4%
JGIA
144
Jackson Grant Investment Advisers
Connecticut
$4.87M 146,558 -303 -0.2%
KV
145
Kickstand Ventures
New York
$4.86M 146,158 +3,311 +2%
SWP
146
Stratos Wealth Partners
Ohio
$4.82M 145,127 +4,514 +3%
JSL
147
JT Stratford LLC
Georgia
$4.74M 142,578 +3,594 +3%
TPWA
148
TRUE Private Wealth Advisors
Oregon
$4.7M 141,310 -747,056 -84%
CNBT
149
Canandaigua National Bank & Trust
New York
$4.67M 140,496 +140,496 New
PA
150
Procyon Advisors
Connecticut
$4.65M 140,045 +1,357 +1%