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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 %
AIP
451
Ameritas Investment Partners
Nebraska
$984K +$105K +2,718 +12%
PWLP
452
Prio Wealth Limited Partnership
Massachusetts
$973K -$116K -3,000 -11%
DA
453
Detalus Advisors
Missouri
$966K +$18.3K +475 +2%
GPA
454
Guidance Point Advisors
Massachusetts
$961K +$13.7K +355 +1%
GA
455
GoalVest Advisory
New York
$956K +$956K +24,821 New
KA
456
Kovack Advisors
Florida
$950K +$46.5K +1,209 +5%
AFC
457
AFT Forsyth & Company
Florida
$947K +$69.2K +1,796 +8%
CHA
458
Carmichael Hill & Associates
Maryland
$941K -$37.5K -973 -4%
CAL
459
Capital Analysts LLC
Pennsylvania
$939K -$50.3K -1,306 -5%
VA
460
Valmark Advisers
Ohio
$937K +$12.7K +329 +1%
FFBTD
461
First Financial Bank - Trust Division
Ohio
$934K -$2.24K -58 -0.2%
MCM
462
Monument Capital Management
Virginia
$933K +$59.1K +1,535 +7%
TYCC
463
Texas Yale Capital Corp
Florida
$931K +$578 +15 +0.1%
OAM
464
Occidental Asset Management
California
$929K +$929K +24,124 New
OFA
465
Oak Family Advisors
Illinois
$928K +$928K +24,108 New
SXL
466
Summit X LLC
Missouri
$914K -$471K -12,212 -34%
RCA
467
Ranch Capital Advisors
Florida
$914K +$5.31K +138 +0.6%
WI
468
WrapManager Inc
California
$909K +$125K +3,251 +16%
PAG
469
Private Advisory Group
Washington
$905K -$216K -5,617 -19%
TW
470
Transform Wealth
Colorado
$900K +$900K +23,359 New
Northern Trust
471
Northern Trust
Illinois
$896K -$93.5K -2,426 -9%
SFS
472
Sowell Financial Services
Arkansas
$873K +$94.8K +2,461 +12%
VCWA
473
Vanguard Capital Wealth Advisors
Colorado
$869K +$869K +22,681 New
AWA
474
Arete Wealth Advisors
Illinois
$867K +$127K +3,298 +17%
SFP
475
Sterling Financial Planning
New Jersey
$858K +$858K +22,283 New