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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 %
RIA
426
Richwood Investment Advisors
Ohio
$943K -$24.2K -765 -3%
JC
427
JB Capital
Connecticut
$943K +$66.1K +2,087 +8%
FNB
428
Farmers National Bank
Kentucky
$942K -$47K -1,483 -5%
AAP
429
Arax Advisory Partners
Colorado
$942K -$571K -18,036 -38%
OFG
430
Orcam Financial Group
California
$939K +$1.24K +39 +0.1%
BWA
431
Beam Wealth Advisors
Louisiana
$929K +$252K +7,951 +37%
IWM
432
IHT Wealth Management
Illinois
$916K -$52.2K -1,649 -5%
IF
433
Ironwood Financial
Arizona
$910K -$49.5K -1,563 -5%
ATPW
434
Ashton Thomas Private Wealth
Arizona
$905K +$356K +11,228 +65%
SCG
435
Sonata Capital Group
Washington
$903K -$17.1K -539 -2%
SG
436
StoneX Group
New York
$900K +$26.7K +844 +3%
SLA
437
Silver Lake Advisory
Utah
$897K -$53.3K -1,683 -6%
PWLP
438
Prio Wealth Limited Partnership
Massachusetts
$895K
AWA
439
Aletheian Wealth Advisors
Washington
$890K -$163K -5,157 -16%
CHA
440
Carmichael Hill & Associates
Maryland
$883K -$48.5K -1,532 -5%
ZIM
441
Zacks Investment Management
Illinois
$876K +$876K +27,650 New
DJYG
442
David J. Yvars Group
Florida
$870K +$3.87K +122 +0.4%
AA
443
Aire Advisors
California
$868K +$93.5K +2,952 +12%
CAM
444
Carret Asset Management
New York
$865K -$2.66K -84 -0.3%
ZCA
445
Zeke Capital Advisors
Pennsylvania
$865K
SFP
446
Strategic Financial Partners
Oregon
$861K -$9.5K -300 -1%
HCM
447
Hall Capital Management
Rhode Island
$860K -$6.65K -210 -0.8%
MC
448
Moors & Cabot
Massachusetts
$859K -$93.4K -2,951 -10%
LAM
449
LifePro Asset Management
California
$841K -$3.01M -94,904 -78%
MA
450
Montag & Associates
Georgia
$837K +$126K +3,972 +18%