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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
15.15%
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 %
CFP
151
Curran Financial Partners
South Carolina
$3.72M 119,004 +13,752 +13%
SIAP
152
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.71M 118,957 +4,031 +4%
JGIA
153
Jackson Grant Investment Advisers
Connecticut
$3.67M 117,584 +4,236 +4%
HWM
154
Howard Wealth Management
Connecticut
$3.66M 117,144 -3,563 -3%
SWA
155
Sax Wealth Advisors
New Jersey
$3.62M 115,887 -3,638 -3%
PFS
156
Prospera Financial Services
Texas
$3.61M 115,747 +10,728 +10%
Wealth Enhancement Advisory Services
157
Wealth Enhancement Advisory Services
Minnesota
$3.61M 115,665 -6,432 -5%
HH
158
Hilltop Holdings
Texas
$3.6M 115,430 +2,566 +2%
GG
159
Golden Green
South Carolina
$3.56M 114,172 +11,992 +12%
GKWIM
160
Gerber Kawasaki Wealth & Investment Management
California
$3.52M 112,841 +31,943 +39%
SFG
161
StrategIQ Financial Group
Indiana
$3.5M 112,111 +4,752 +4%
WF
162
Wayfinding Financial
Washington
$3.5M 112,134 +112,134 New
WWM
163
Windsor Wealth Management
Indiana
$3.5M 112,643 +20,825 +23%
BCI
164
Brinker Capital Investments
Pennsylvania
$3.43M 109,817 +21,920 +25%
OPS
165
Orion Portfolio Solutions
Nebraska
$3.43M 109,817 +67,991 +163%
MA
166
Mutual Advisors
Nebraska
$3.42M 109,685 +9,093 +9%
SFG
167
Summit Financial Group
West Virginia
$3.41M 109,332 +4,140 +4%
DI
168
Disciplined Investments
Oklahoma
$3.41M 109,191 -2,191 -2%
BBL
169
Beck Bode LLC
Massachusetts
$3.41M 109,143 -10,392 -9%
AI
170
Atria Investments
North Carolina
$3.41M 109,083 +41,426 +61%
MA
171
Modus Advisors
Minnesota
$3.39M 108,552 +1,532 +1%
OC
172
Oppenheimer & Co
New York
$3.38M 108,328 -14,392 -12%
PFA
173
Pathway Financial Advisers
Indiana
$3.35M 107,199 +986 +0.9%
NL
174
NVWM LLC
Pennsylvania
$3.34M 107,028 +23,390 +28%
ClearBridge Investments
175
ClearBridge Investments
New York
$3.33M 106,782 +2,800 +3%