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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 %
KFP
401
KMG Fiduciary Partners
Ohio
$1.06M +$29.1K +920 +3%
JFGIW
402
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.05M -$88.7K -2,800 -8%
TWC
403
TD Waterhouse Canada
Ontario, Canada
$1.05M -$305K -9,564 -23%
NAG
404
Northstar Advisory Group
New Jersey
$1.05M -$1.55K -49 -0.1%
NSIM
405
North Star Investment Management
Illinois
$1.04M +$286K +9,040 +38%
NEPWA
406
New England Private Wealth Advisors
Massachusetts
$1.04M -$640K -20,219 -38%
MWA
407
Monograph Wealth Advisors
California
$1.03M
TCM
408
Traynor Capital Management
Pennsylvania
$1.03M +$41.3K +1,305 +4%
SAM
409
Sawgrass Asset Management
Florida
$1.01M -$15.8K -500 -2%
IIM
410
Ipswich Investment Management
Massachusetts
$995K -$325K -10,250 -25%
CA
411
Calton & Associates
Florida
$994K +$74.4K +2,352 +8%
DA
412
Detalus Advisors
Missouri
$990K +$149K +4,694 +18%
HI
413
Harbour Investments
Wisconsin
$989K
PA
414
Pinnacle Associates
New York
$979K -$325K -10,270 -25%
RRWA
415
Rainey & Randall Wealth Advisors
Florida
$976K +$5.86K +185 +0.6%
ST
416
Somerset Trust
Pennsylvania
$975K +$17.1K +541 +2%
BSA
417
Bull Street Advisors
Georgia
$974K -$23.7K -750 -2%
RWA
418
Redmont Wealth Advisors
Illinois
$966K -$1.01M -32,020 -51%
HWA
419
Heritage Wealth Advisors
Virginia
$965K -$45.1K -1,425 -4%
SCA
420
STALEY CAPITAL ADVISERS
Pennsylvania
$956K -$79.1K -2,500 -8%
KA
421
Kovack Advisors
Florida
$954K -$107K -3,376 -10%
LWAC
422
Laurel Wealth Advisors (California)
California
$950K -$20.4K -644 -2%
BCM
423
Bowie Capital Management
Texas
$950K
CA
424
CGN Advisors
Kansas
$947K +$52.1K +1,645 +6%
SWP
425
Summit Wealth Partners
Florida
$944K -$41.2K -1,300 -4%