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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 %
PFS
151
Prospera Financial Services
Texas
$4.5M 144,173 -18,045 -11%
KC
152
Kades & Cheifetz
Pennsylvania
$4.46M 142,843 -21,330 -13%
KV
153
Kickstand Ventures
New York
$4.45M 142,650 +142,650 New
Schroder Investment Management Group
154
Schroder Investment Management Group
United Kingdom
$4.41M 141,461
Envestnet Portfolio Solutions
155
Envestnet Portfolio Solutions
Illinois
$4.4M 140,990 +38,190 +37%
RWG
156
Ratio Wealth Group
Colorado
$4.37M 140,000 -29,592 -17%
Nomura Asset Management
157
Nomura Asset Management
Japan
$4.31M 138,150 +24,900 +22%
RFWA
158
RPg Family Wealth Advisory
Massachusetts
$4.23M 135,561 +53,405 +65%
Fiera Capital (Canada)
159
Fiera Capital (Canada)
Quebec, Canada
$4.22M 135,209 -15,147 -10%
ONB
160
Old National Bancorp
Indiana
$4.21M 135,033 -6,212 -4%
PBK
161
Peoples Bank (Kansas)
Kansas
$4.19M 134,425 -3,110 -2%
PA
162
Parallel Advisors
California
$4.19M 134,333 -12,075 -8%
Kayne Anderson Rudnick Investment Management
163
Kayne Anderson Rudnick Investment Management
California
$4.16M 133,906 +8,098 +6%
JSL
164
JT Stratford LLC
Georgia
$4.15M 133,116 +133,116 New
ASN
165
Advisory Services Network
Georgia
$4.14M 132,737 -36,896 -22%
WDA
166
Wendell David Associates
New Hampshire
$4.09M 131,162 -2,404 -2%
COA
167
Crown Oak Advisors
California
$4.05M 130,000 +130,000 New
CFMC
168
Curbstone Financial Management Corp
New Hampshire
$4.04M 129,500 -3,960 -3%
CAS
169
Coppell Advisory Solutions
Texas
$4.03M 129,204 +128,641 +22,849%
Thrivent Financial for Lutherans
170
Thrivent Financial for Lutherans
Minnesota
$4M 128,155 -150,563 -54%
BRWA
171
B. Riley Wealth Advisors
Florida
$3.99M 127,841 -15,052 -11%
SDAM
172
Shulman DeMeo Asset Management
New York
$3.95M 126,547 -440 -0.3%
GWM
173
Geneos Wealth Management
Colorado
$3.9M 124,882 -19,861 -14%
SWP
174
Stratos Wealth Partners
Ohio
$3.87M 123,935 -171,643 -58%
CG
175
Cynosure Group
Utah
$3.82M 122,574 -290 -0.2%