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iShares Preferred and Income Securities ETF

953 hedge funds and large institutions have $4.92B invested in iShares Preferred and Income Securities ETF in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 333 increasing their positions, 401 reducing their positions, and 76 closing their positions.

Holders
953
Holders Change
-3
Holders Change %
-0.31%
% of All Funds
15.2%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.54%
New
84
Increased
333
Reduced
401
Closed
76
Calls
$17M
Puts
$12M
Net Calls
+$5.02M
Net Calls Change
+$5.34M
Name Market Value Shares Shares
Change
Shares
Change %
CST
176
Charles Schwab Trust
Nevada
$3.29M 109,266 +5,626 +5%
SFG
177
StrategIQ Financial Group
Indiana
$3.25M 107,789 -2,377 -2%
PC
178
Prairiewood Capital
North Dakota
$3.2M 106,096 -639 -0.6%
FCI
179
Financial Counselors Inc
Kansas
$3.19M 105,877 +105,877 New
SWA
180
Sax Wealth Advisors
New Jersey
$3.17M 105,195 +1,558 +2%
PCM
181
Palouse Capital Management
Washington
$3.15M 104,604 +15,262 +17%
FW
182
FirstPurpose Wealth
Utah
$3.13M 103,698 -62,217 -37%
SFG
183
Summit Financial Group
West Virginia
$3.12M 103,377 +530 +0.5%
HWM
184
Howard Wealth Management
Connecticut
$3.11M 103,166 -5,017 -5%
Envestnet Portfolio Solutions
185
Envestnet Portfolio Solutions
Illinois
$3.1M 102,800 +102,800 New
FTS
186
Fifth Third Securities
Ohio
$3M 99,528 -567 -0.6%
ACM
187
Arlington Capital Management
Illinois
$2.98M 98,950 +98,950 New
BBL
188
Beck Bode LLC
Massachusetts
$2.97M 98,457 -2,972 -3%
OC
189
Oppenheimer & Co
New York
$2.95M 97,760 -2,765 -3%
CF
190
Centaurus Financial
California
$2.92M 96,763 +53,523 +124%
RWA
191
Redmont Wealth Advisors
Illinois
$2.9M 96,279 +21,384 +29%
HH
192
Hilltop Holdings
Texas
$2.85M 94,639 +50,828 +116%
APWA
193
Atlas Private Wealth Advisors
New Jersey
$2.84M 94,156 -836 -0.9%
DI
194
Disciplined Investments
Oklahoma
$2.83M 93,740 -4,241 -4%
GWM
195
GSB Wealth Management
Connecticut
$2.79M 92,629 +443 +0.5%
HSBC Holdings
196
HSBC Holdings
United Kingdom
$2.76M 91,557 +224 +0.2%
NSB
197
Norway Savings Bank
Maine
$2.75M 91,130 -1,259 -1%
BIP
198
Bouvel Investment Partners
Pennsylvania
$2.73M 90,497 -740 -0.8%
IAS
199
IMA Advisory Services
Colorado
$2.7M 89,514 +10,001 +13%
GWAM
200
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.66M 88,267 -1,514 -2%