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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 %
MCM
201
McRae Capital Management
New Jersey
$2.66M 88,161 -3,150 -3%
DBIA
202
Dumont & Blake Investment Advisors
New Jersey
$2.66M 88,108 -51 -0.1%
FDS
203
Freedom Day Solutions
Texas
$2.65M 87,733 +25,410 +41%
SVWAG
204
Sound View Wealth Advisors Group
Georgia
$2.64M 87,713 +1,740 +2%
KFP
205
KMG Fiduciary Partners
Ohio
$2.62M 87,047 +3,317 +4%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$2.62M 86,924 -19,439 -18%
WT
207
Whittier Trust
California
$2.62M 86,915 -3,451 -4%
RBFC
208
Roman Butler Fullerton & Co
Missouri
$2.61M 90,235 -1,509 -2%
KOMWMG
209
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.6M 86,334 +1,385 +2%
BFC
210
Blue Fin Capital
Rhode Island
$2.59M 86,013 -3,877 -4%
DJSG
211
D.J. St. Germain
Massachusetts
$2.59M 85,770 -4,116 -5%
DC
212
Davenport & Co
Virginia
$2.56M 85,055 +18,232 +27%
BCM
213
Brookstone Capital Management
Illinois
$2.55M 89,873 +13,488 +18%
RFWA
214
RPg Family Wealth Advisory
Massachusetts
$2.48M 82,156 +3,827 +5%
MMRF
215
Michelson Medical Research Foundation
California
$2.47M 81,970
SSW
216
Smith Shellnut Wilson
Mississippi
$2.46M 81,617 -489 -0.6%
LCWP
217
Legacy Capital Wealth Partners
Arkansas
$2.46M 81,509 +69,991 +608%
FCM
218
Fortis Capital Management
Washington
$2.45M 81,148 -4,924 -6%
OIA
219
OneDigital Investment Advisors
Kansas
$2.44M 80,776 -12,398 -13%
HAC
220
Harbor Advisory Corp
New Hampshire
$2.42M 80,221 +1,055 +1%
CA
221
Corrado Advisors
New Jersey
$2.41M 80,044 +453 +0.6%
MAM
222
MMA Asset Management
Pennsylvania
$2.4M 79,460 +51,852 +188%
RWP
223
RWA Wealth Partners
Massachusetts
$2.38M 79,016 +496 +0.6%
WS
224
Wedbush Securities
California
$2.36M 78,214 -2,758 -3%
WW
225
Westshore Wealth
California
$2.32M 77,020 -52,805 -41%