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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
15.14%
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 %
MF
176
Montis Financial
Massachusetts
$3.32M 106,216 +106,216 New
BRWA
177
B. Riley Wealth Advisors
Florida
$3.31M 106,154 +9,403 +10%
PA
178
Perennial Advisors
New York
$3.28M 105,005 -49,156 -32%
MPWT
179
MassMutual Private Wealth & Trust
Connecticut
$3.25M 104,115 -13,143 -11%
CAAM
180
Cornerstone Advisors Asset Management
Pennsylvania
$3.23M 103,351 +11,976 +13%
OIA
181
OneDigital Investment Advisors
Kansas
$3.22M 103,072 +5,083 +5%
LFAS
182
Level Four Advisory Services
Texas
$3.22M 103,061 +12,309 +14%
FTS
183
Fifth Third Securities
Ohio
$3.21M 102,856 -671 -0.6%
BHWA
184
Beacon Harbor Wealth Advisors
Virginia
$3.14M 100,648 +23,991 +31%
GWAM
185
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.07M 98,442 -2,336 -2%
NSB
186
Norway Savings Bank
Maine
$2.94M 94,194 -411 -0.4%
HSBC Holdings
187
HSBC Holdings
United Kingdom
$2.92M 93,383 +3,426 +4%
GWM
188
GSB Wealth Management
Connecticut
$2.9M 92,733 +2,443 +3%
PCM
189
Palouse Capital Management
Washington
$2.89M 92,563 -11,396 -11%
MCM
190
McRae Capital Management
New Jersey
$2.89M 92,511 -3,915 -4%
SVWAG
191
Sound View Wealth Advisors Group
Georgia
$2.88M 92,138 +3,182 +4%
BIP
192
Bouvel Investment Partners
Pennsylvania
$2.85M 91,330 +47,360 +108%
WT
193
Whittier Trust
California
$2.84M 90,932 -3,146 -3%
Bank of New York Mellon
194
Bank of New York Mellon
New York
$2.78M 89,068 +20,073 +29%
DBIA
195
Dumont & Blake Investment Advisors
New Jersey
$2.78M 89,032 +7,006 +9%
SWM
196
Spire Wealth Management
Virginia
$2.76M 88,468 +43,622 +97%
PC
197
Prairiewood Capital
North Dakota
$2.74M 87,800 +14 +0%
SPC
198
Sigma Planning Corp
Michigan
$2.71M 86,900 -3,273 -4%
GAA
199
Global Assets Advisory
Florida
$2.69M 86,045 +6,648 +8%
SSW
200
Smith Shellnut Wilson
Mississippi
$2.67M 85,579 -176 -0.2%