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iShares Preferred and Income Securities ETF

951 hedge funds and large institutions have $7.39B invested in iShares Preferred and Income Securities ETF in 2021 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 426 increasing their positions, 296 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
951
Holders Change
-8
Holders Change %
-0.83%
% of All Funds
16.75%
Holding in Top 10
45
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10%
% of All Funds
0.79%
New
86
Increased
426
Reduced
296
Closed
84
Calls
$4.54M
Puts
$58.9M
Net Calls
-$54.3M
Net Calls Change
-$48M
Name Holding Trade Value Shares
Change
Shares
Change %
JPLA
251
Joseph P. Lucia & Associates
New York
$2.87M -$126K -3,291 -4%
William Blair & Company
252
William Blair & Company
Illinois
$2.86M -$852K -22,175 -23%
AHC
253
Adell Harriman & Carpenter
Texas
$2.85M -$154K -4,000 -5%
DBIA
254
Dumont & Blake Investment Advisors
New Jersey
$2.83M +$553K +14,400 +24%
NB
255
NBT Bank
New York
$2.82M +$24.2K +630 +0.9%
BCM
256
Brookstone Capital Management
Illinois
$2.8M -$395K -10,279 -12%
GCA
257
Greenwood Capital Associates
South Carolina
$2.78M +$850K +22,138 +44%
MAFM
258
Mid Atlantic Financial Management
Pennsylvania
$2.76M -$7.83K -204 -0.3%
PIMG
259
Patriot Investment Management Group
Tennessee
$2.76M +$949K +24,730 +52%
HIP
260
HUB Investment Partners
Texas
$2.76M -$568K -14,800 -17%
CFGF
261
Compass Financial Group (Florida)
Florida
$2.75M -$18.5K -481 -0.7%
WA
262
Winfield Associates
Ohio
$2.75M +$8.22K +214 +0.3%
RWG
263
Ratio Wealth Group
Colorado
$2.74M +$35.7K +930 +1%
BFG
264
Beacon Financial Group
Texas
$2.71M
CW
265
CreativeOne Wealth
Kansas
$2.68M +$83.5K +2,175 +3%
LFAS
266
Level Four Advisory Services
Texas
$2.66M +$376K +9,803 +16%
BHWA
267
Beacon Harbor Wealth Advisors
Virginia
$2.64M +$248K +6,453 +10%
GAM
268
Grandview Asset Management
Pennsylvania
$2.64M +$2.13M +55,404 +419%
DWM
269
Destination Wealth Management
California
$2.61M +$194K +5,050 +8%
NL
270
NVWM LLC
Pennsylvania
$2.59M +$41.6K +1,084 +2%
NCM
271
Noesis Capital Mangement
Florida
$2.59M +$536K +13,955 +26%
CNFG
272
Creegan & Nassoura Financial Group
New Hampshire
$2.58M -$48K -1,250 -2%
KWM
273
Kingsview Wealth Management
Oregon
$2.57M +$318K +8,289 +14%
CB
274
Community Bank
New York
$2.55M +$207K +5,395 +9%
CWM
275
Chronos Wealth Management
Florida
$2.55M -$59.5K -1,550 -2%