PFF icon

iShares Preferred and Income Securities ETF

1,009 hedge funds and large institutions have $6.02B invested in iShares Preferred and Income Securities ETF in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 413 increasing their positions, 361 reducing their positions, and 53 closing their positions.

Holders
1,009
Holders Change
+12
Holders Change %
+1.2%
% of All Funds
14.6%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.45%
New
78
Increased
413
Reduced
361
Closed
53
Calls
$5.43M
Puts
$26.4M
Net Calls
-$21M
Net Calls Change
+$7.91M
Name Market Value Shares Shares
Change
Shares
Change %
KPWS
201
Kestra Private Wealth Services
Texas
$3.39M 101,955 +34,886 +52%
CC
202
Courier Capital
New York
$3.38M 101,595 +32,984 +48%
TD Asset Management
203
TD Asset Management
Ontario, Canada
$3.36M 100,348 +72,695 +263%
UCFA
204
United Capital Financial Advisors
Texas
$3.36M 101,011 -4,035 -4%
FTS
205
Fifth Third Securities
Ohio
$3.31M 99,467 +4,532 +5%
CIBC World Market
206
CIBC World Market
Ontario, Canada
$3.3M 99,363 +42,617 +75%
PMAM
207
Penn Mutual Asset Management
Pennsylvania
$3.23M 97,300
IRC
208
Investors Research Corp
Georgia
$3.2M 96,313 +11,515 +14%
IAS
209
IMA Advisory Services
Colorado
$3.2M 96,270 +96,270 New
RBFC
210
Roman Butler Fullerton & Co
Missouri
$3.2M 95,559 +4,138 +5%
CB
211
Community Bank
New York
$3.19M 96,146 +11,630 +14%
SC
212
SouthState Corp
Florida
$3.15M 94,891 +1,708 +2%
SCM
213
SOL Capital Management
Maryland
$3.15M 94,805 +2,875 +3%
BIP
214
Bouvel Investment Partners
Pennsylvania
$3.15M 94,776 +3,201 +3%
KFP
215
KMG Fiduciary Partners
Ohio
$3.14M 94,478 -2,152 -2%
AWA
216
Arkadios Wealth Advisors
Georgia
$3.13M 94,055 +14,617 +18%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$3.04M 91,415 +18,100 +25%
SIAP
218
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.01M 90,598 -9,464 -9%
PCM
219
Palouse Capital Management
Washington
$2.97M 89,339 -2,867 -3%
GAA
220
Global Assets Advisory
Florida
$2.95M 88,849 +4,240 +5%
GWAM
221
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.93M 88,240 +2,015 +2%
LFAS
222
Level Four Advisory Services
Texas
$2.89M 87,873 +17,104 +24%
DBIA
223
Dumont & Blake Investment Advisors
New Jersey
$2.88M 86,593 -85,763 -50%
HWM
224
Howard Wealth Management
Connecticut
$2.87M 86,249 +623 +0.7%
SC
225
Sykon Capital
New York
$2.86M 86,043 -28,653 -25%