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iShares Preferred and Income Securities ETF

947 hedge funds and large institutions have $5.57B invested in iShares Preferred and Income Securities ETF in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 284 increasing their positions, 427 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
947
Holders Change
-40
Holders Change %
-4.05%
% of All Funds
16.38%
Holding in Top 10
51
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.92%
% of All Funds
0.88%
New
62
Increased
284
Reduced
427
Closed
90
Calls
$20.7M
Puts
$69.3M
Net Calls
-$48.6M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
376
Magnus Financial Group
New York
$1.21M -$106K -3,349 -8%
BC
377
Bartlett & Co
Ohio
$1.21M -$95.4K -3,012 -7%
BCWM
378
Bartlett & Co Wealth Management
Ohio
$1.21M -$95.4K -3,012 -7%
MCC
379
Money Concepts Capital
Florida
$1.21M +$6.46K +204 +0.5%
Lido Advisors
380
Lido Advisors
California
$1.18M -$156K -4,914 -12%
FHA
381
First Horizon Advisors
Tennessee
$1.17M -$34.4K -1,086 -3%
PAG
382
Private Advisory Group
Washington
$1.17M -$1.78M -56,274 -60%
VC
383
Vicus Capital
Pennsylvania
$1.17M -$265K -8,366 -19%
KBFS
384
Kohmann Bosshard Financial Services
Ohio
$1.16M +$1.16M +36,590 New
FIM
385
Freedom Investment Management
Connecticut
$1.16M -$132K -4,163 -10%
RWM
386
Ritholtz Wealth Management
New York
$1.15M -$87.8K -2,772 -7%
CCA
387
Clearwater Capital Advisors
Illinois
$1.14M -$20.8K -658 -2%
FA
388
Flagstar Advisors
New York
$1.14M +$28.6K +903 +3%
WA
389
Wealthstar Advisors
Texas
$1.11M -$15.7K -495 -1%
CSB
390
City State Bank
Iowa
$1.11M -$95K -3,000 -8%
HTC
391
Haverford Trust Company
Pennsylvania
$1.1M -$268K -8,452 -20%
PFT
392
Providence First Trust
Arizona
$1.1M -$31.7K -1,000 -3%
B
393
Bensler
Washington
$1.09M +$14.6K +461 +1%
AHC
394
Adell Harriman & Carpenter
Texas
$1.08M -$144K -4,533 -12%
BKA
395
Brick & Kyle Associates
Pennsylvania
$1.08M +$4.81K +152 +0.4%
RVPG
396
Relative Value Partners Group
$1.08M -$3.58K -113 -0.3%
IAN
397
Integrated Advisors Network
Texas
$1.08M -$23.9K -756 -2%
MIA
398
MMBG Investment Advisors
Florida
$1.07M
B
399
Bellecapital
Switzerland
$1.07M
SWM
400
Spire Wealth Management
Virginia
$1.06M -$208K -6,554 -16%