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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 %
DLCIG
176
D.L. Carlson Investment Group
New Hampshire
$3.82M 119,870 +119,870 New
BOS
177
Bank of Stockton
California
$3.8M 120,576 -3,079 -2%
ASFA
178
All Season Financial Advisors
Colorado
$3.8M 121,705 +46,371 +62%
PA
179
Perennial Advisors
New York
$3.7M 118,547 -1,228 -1%
WCM
180
Winthrop Capital Management
Indiana
$3.69M 118,457 +118,457 New
MPWT
181
MassMutual Private Wealth & Trust
Connecticut
$3.67M 117,674 +2,781 +2%
ANTB
182
AMG National Trust Bank
Colorado
$3.6M 115,515 -142,161 -55%
DC
183
Davenport & Co
Virginia
$3.48M 111,724 +26,669 +31%
RBFC
184
Roman Butler Fullerton & Co
Missouri
$3.37M 105,486 +15,251 +17%
OC
185
Oppenheimer & Co
New York
$3.34M 107,068 +9,308 +10%
HH
186
Hilltop Holdings
Texas
$3.32M 106,306 +11,667 +12%
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$3.31M 106,065 +19,141 +22%
FDS
188
Freedom Day Solutions
Texas
$3.3M 105,920 +18,187 +21%
SFG
189
StrategIQ Financial Group
Indiana
$3.28M 105,144 -2,645 -2%
SIAP
190
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.25M 104,138 -8,766 -8%
SC
191
SouthState Corp
Florida
$3.22M 103,322 -8,725 -8%
SBIA
192
Sheaff Brock Investment Advisors
Indiana
$3.19M 102,366 +81,994 +402%
RWA
193
Redmont Wealth Advisors
Illinois
$3.18M 101,987 +5,708 +6%
CF
194
Centaurus Financial
California
$3.18M 101,869 +5,106 +5%
SFG
195
Summit Financial Group
West Virginia
$3.18M 101,847 -1,530 -1%
MA
196
Mutual Advisors
Nebraska
$3.17M 101,751 -19,761 -16%
GWM
197
GSB Wealth Management
Connecticut
$3.17M 101,698 +9,069 +10%
BCM
198
Brookstone Capital Management
Illinois
$3.15M 100,861 +10,988 +12%
AEPWM
199
Atlantic Edge Private Wealth Management
Florida
$3.13M 100,366 +100,366 New
PCM
200
Palouse Capital Management
Washington
$3.13M 100,345 -4,259 -4%