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iShares Preferred and Income Securities ETF

951 hedge funds and large institutions have $7.39B invested in iShares Preferred and Income Securities ETF in 2021 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 426 increasing their positions, 296 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
951
Holders Change
-8
Holders Change %
-0.83%
% of All Funds
16.75%
Holding in Top 10
45
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10%
% of All Funds
0.79%
New
86
Increased
426
Reduced
296
Closed
84
Calls
$4.54M
Puts
$58.9M
Net Calls
-$54.3M
Net Calls Change
-$48M
Name Holding Trade Value Shares
Change
Shares
Change %
LAM
451
LifePro Asset Management
California
$988K +$257K +6,680 +35%
CSIA
452
Charles Schwab Investment Advisory
California
$988K +$395K +10,282 +67%
KA
453
Kovack Advisors
Florida
$981K +$33.5K +872 +4%
SCA
454
Snowden Capital Advisors
New York
$979K +$243K +6,324 +33%
VA
455
Valmark Advisers
Ohio
$975K +$41.2K +1,074 +4%
PA
456
Parallel Advisors
California
$966K +$648K +16,883 +204%
AIC
457
Ameritas Investment Company
Nebraska
$958K -$569K -14,811 -37%
MC
458
Moors & Cabot
Massachusetts
$952K -$57.4K -1,492 -6%
AFC
459
AFT Forsyth & Company
Florida
$950K +$5.88K +153 +0.6%
EL
460
EQ LLC
Washington
$949K -$64.2K -1,674 -6%
TH
461
TCTC Holdings
Texas
$947K -$175K -4,549 -16%
AWM
462
Apollon Wealth Management
South Carolina
$944K +$944K +24,593 New
TW
463
Transform Wealth
Colorado
$941K +$44.3K +1,154 +5%
SRC
464
Shufro Rose & Co
New York
$940K +$92.1K +2,400 +11%
TYCC
465
Texas Yale Capital Corp
Florida
$929K +$346 +9 +0%
EWA
466
EP Wealth Advisors
California
$927K +$246K +6,415 +36%
BC
467
Burney Company
Virginia
$924K +$78.4K +2,041 +9%
SS
468
Simplicity Solutions
Minnesota
$921K -$3.67M -95,608 -80%
JIC
469
Joel Isaacson & Co
New York
$913K +$144K +3,764 +19%
Northern Trust
470
Northern Trust
Illinois
$909K +$15.7K +410 +2%
HVM
471
Harvest Volatility Management
Connecticut
$905K -$139K -3,615 -13%
SIS
472
Sound Income Strategies
Florida
$896K -$498K -12,961 -36%
DWT
473
Dorsey & Whitney Trust
South Dakota
$895K +$895K +23,300 New
SRC
474
Sage Rhino Capital
California
$891K +$118K +3,071 +15%
CHA
475
Carmichael Hill & Associates
Maryland
$887K -$50.8K -1,323 -5%