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iShares Preferred and Income Securities ETF

1,058 hedge funds and large institutions have $6.26B invested in iShares Preferred and Income Securities ETF in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 379 increasing their positions, 394 reducing their positions, and 67 closing their positions.

Holders
1,058
Holders Change
+49
Holders Change %
+4.86%
% of All Funds
14.09%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.37%
New
132
Increased
379
Reduced
394
Closed
67
Calls
$7.91M
Puts
$33.1M
Net Calls
-$25.2M
Net Calls Change
-$4.25M
Name Market Value Shares Shares
Change
Shares
Change %
IRC
201
Investors Research Corp
Georgia
$3.42M 108,796 +12,483 +13%
PIWA
202
Prevail Innovative Wealth Advisors
Kansas
$3.37M 107,203 -8,294 -7%
FTS
203
Fifth Third Securities
Ohio
$3.36M 106,752 +7,285 +7%
CB
204
Community Bank
New York
$3.35M 106,657 +10,511 +11%
CF
205
Centaurus Financial
California
$3.35M 106,486 -25,171 -19%
RCM
206
RMR Capital Management
California
$3.35M 106,456 +76,738 +258%
DIA
207
Davidson Investment Advisors
Montana
$3.33M 106,017 -2,462 -2%
SF
208
Summit Financial
New Jersey
$3.32M 105,644 +1,415 +1%
AF
209
Allworth Financial
California
$3.28M 102,685 +78,816 +330%
CAM
210
Congress Asset Management
Massachusetts
$3.27M 103,884 +23,241 +29%
CBT
211
Crews Bank & Trust
Florida
$3.26M 103,620 +103,620 New
GWM
212
GSB Wealth Management
Connecticut
$3.24M 102,927 +201 +0.2%
P
213
&Partners
Tennessee
$3.22M 101,025 -22,520 -18%
LCM
214
Liberty Capital Management
Michigan
$3.22M 102,440 -8,721 -8%
SHF
215
Safe Harbor Fiduciary
Florida
$3.2M 101,756 -1,005 -1%
SFG
216
Sowa Financial Group
Rhode Island
$3.18M 101,099 -102,041 -50%
CWMGO
217
Capstone Wealth Management Group (Oregon)
Oregon
$3.17M 100,869 +100,869 New
LFAS
218
Level Four Advisory Services
Texas
$3.16M 100,568 +12,695 +14%
WAS
219
Wealth Advisory Solutions
Indiana
$3.15M 100,175 +82,961 +482%
CIBC World Market
220
CIBC World Market
Ontario, Canada
$3.12M 99,265 -98 -0.1%
UCFA
221
United Capital Financial Advisors
Texas
$3.09M 98,405 -2,606 -3%
PMAM
222
Penn Mutual Asset Management
Pennsylvania
$3.06M 97,300
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$3.05M 97,029 +5,614 +6%
FWM
224
ForthRight Wealth Management
Georgia
$3.04M 96,798 -6,201 -6%
OIA
225
OneDigital Investment Advisors
Kansas
$3.03M 96,383 +13,278 +16%