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iShares Preferred and Income Securities ETF

987 hedge funds and large institutions have $6.04B invested in iShares Preferred and Income Securities ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 302 increasing their positions, 456 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
-58
Holders Change %
-5.55%
% of All Funds
16.69%
Holding in Top 10
52
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.04%
% of All Funds
0.88%
New
81
Increased
302
Reduced
456
Closed
126
Calls
$23.2M
Puts
$95.2M
Net Calls
-$72M
Net Calls Change
+$59.7M
Name Holding Trade Value Shares
Change
Shares
Change %
FNB
426
Farmers National Bank
Kentucky
$1.03M -$24.4K -742 -2%
TCM
427
Traynor Capital Management
Pennsylvania
$1.03M -$337K -10,252 -25%
SWP
428
Summit Wealth Partners
Florida
$1.02M +$46.3K +1,408 +5%
CCM
429
Crabel Capital Management
California
$1.02M -$4.48M -136,297 -82%
CST
430
Charles Schwab Trust
Nevada
$1.01M -$1.1M -33,492 -52%
LWAC
431
Laurel Wealth Advisors (California)
California
$1.01M +$62.1K +1,890 +7%
RRWA
432
Rainey & Randall Wealth Advisors
Florida
$1.01M +$5.36K +163 +0.5%
IWM
433
IHT Wealth Management
Illinois
$1.01M +$437K +13,291 +77%
RIA
434
Richwood Investment Advisors
Ohio
$1M -$4.61K -140 -0.5%
Barclays
435
Barclays
United Kingdom
$999K -$3.06M -93,015 -75%
IF
436
Ironwood Financial
Arizona
$996K +$66 +2 +0%
ST
437
Somerset Trust
Pennsylvania
$995K +$3.95K +120 +0.4%
BHWM
438
Bar Harbor Wealth Management
New Hampshire
$995K +$212K +6,450 +27%
IC
439
Inscription Capital
Texas
$992K -$158K -4,800 -14%
MC
440
Moors & Cabot
Massachusetts
$989K -$61.6K -1,874 -6%
HI
441
Harbour Investments
Wisconsin
$989K +$989K +30,074 New
SLA
442
Silver Lake Advisory
Utah
$987K +$789 +24 +0.1%
BCM
443
Bowie Capital Management
Texas
$986K +$329K +10,000 +50%
APP
444
Avantax Planning Partners
Iowa
$976K -$1.03M -31,345 -51%
OFG
445
Orcam Financial Group
California
$974K +$297K +9,035 +44%
EIP
446
Easterly Investment Partners
Massachusetts
$967K
CHA
447
Carmichael Hill & Associates
Maryland
$967K +$53.5K +1,628 +6%
SCG
448
Sonata Capital Group
Washington
$955K -$159K -4,837 -14%
CA
449
Calton & Associates
Florida
$955K -$49.5K -1,507 -5%
HWM
450
HB Wealth Management
Georgia
$940K +$661K +20,112 +237%