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iShares Preferred and Income Securities ETF

959 hedge funds and large institutions have $8.39B invested in iShares Preferred and Income Securities ETF in 2020 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 357 increasing their positions, 277 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+146
Holders Change %
+17.96%
% of All Funds
17.02%
Holding in Top 10
50
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.7%
% of All Funds
0.89%
New
201
Increased
357
Reduced
277
Closed
44
Calls
$13M
Puts
$19.4M
Net Calls
-$6.37M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SAS
401
Stelac Advisory Services
New York
$1.26M +$662K +17,198 +111%
FA
402
FMA Advisory
Pennsylvania
$1.26M +$452K +11,734 +56%
CSPIA
403
Cary Street Partners Investment Advisory
Virginia
$1.25M +$141K +3,666 +13%
SWP
404
Summit Wealth Partners
Florida
$1.23M -$40.9K -1,062 -3%
LA
405
Latitude Advisors
Florida
$1.22M +$1.22M +31,668 New
SG
406
StoneX Group
New York
$1.22M -$52.2K -1,355 -4%
OCM
407
Orion Capital Management
California
$1.21M +$1.21M +37,315 New
PGAM
408
Princeton Global Asset Management
New Jersey
$1.2M +$101K +2,616 +9%
SCA
409
STALEY CAPITAL ADVISERS
Pennsylvania
$1.2M
DC
410
Davenport & Co
Virginia
$1.19M -$113K -2,934 -9%
MOS
411
MGO One Seven
Ohio
$1.18M +$153K +3,974 +15%
BOTW
412
Bank of the West
California
$1.18M +$231K +5,991 +24%
1832 Asset Management
413
1832 Asset Management
Ontario, Canada
$1.18M +$27.5K +712 +2%
IA
414
IFG Advisory
Georgia
$1.18M +$272K +7,070 +30%
Comerica Bank
415
Comerica Bank
Texas
$1.17M +$205K +5,349 +21%
BKA
416
Brick & Kyle Associates
Pennsylvania
$1.16M -$42.7K -1,110 -4%
MWA
417
Meridian Wealth Advisors
Texas
$1.16M +$132K +3,421 +13%
WJA
418
Willis Johnson & Associates
Texas
$1.16M +$1.16M +30,045 New
VC
419
Vicus Capital
Pennsylvania
$1.15M +$416K +10,810 +56%
TF
420
Trek Financial
Arizona
$1.15M +$1.15M +29,970 New
JG
421
Jefferies Group
New York
$1.15M -$7.55K -196 -0.7%
EWM
422
Evercore Wealth Management
New York
$1.15M +$189K +4,900 +20%
RRWA
423
Rainey & Randall Wealth Advisors
Florida
$1.15M +$186K +4,837 +19%
TH
424
TCTC Holdings
Texas
$1.13M -$53.2K -1,380 -5%
RJT
425
Raymond James Trust
Florida
$1.12M +$98K +2,546 +10%