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iShares Preferred and Income Securities ETF

962 hedge funds and large institutions have $8.18B invested in iShares Preferred and Income Securities ETF in 2021 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 465 increasing their positions, 260 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
962
Holders Change
+11
Holders Change %
+1.16%
% of All Funds
16.79%
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
83
Increased
465
Reduced
260
Closed
60
Calls
$4.25M
Puts
$36.5M
Net Calls
-$32.2M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WI
451
WrapManager Inc
California
$1.12M +$31K +789 +3%
DWMG
452
DB Wealth Management Group
California
$1.12M +$57.6K +1,464 +5%
WAM
453
Weatherly Asset Management
California
$1.12M -$17.6K -448 -2%
VAM
454
Verity Asset Management
North Carolina
$1.12M -$145K -3,674 -11%
PWLP
455
Prio Wealth Limited Partnership
Massachusetts
$1.11M
TH
456
TCTC Holdings
Texas
$1.11M +$139K +3,536 +14%
SIS
457
Sound Income Strategies
Florida
$1.11M +$190K +4,825 +21%
FAT
458
First American Trust
California
$1.11M -$46K -1,170 -4%
1WM
459
1900 Wealth Management
Texas
$1.09M +$287K +7,297 +36%
SFP
460
Strategic Financial Partners
Oregon
$1.09M +$6.88K +175 +0.6%
OIM
461
Opus Investment Management
Massachusetts
$1.08M
ZCA
462
Zeke Capital Advisors
Pennsylvania
$1.08M
BAM
463
Barrett Asset Management
New York
$1.06M +$301K +7,650 +39%
FFG
464
Fortem Financial Group
California
$1.06M -$286K -7,283 -21%
Capital Fund Management (CFM)
465
Capital Fund Management (CFM)
France
$1.06M -$376K -9,547 -26%
CAL
466
Capital Advisors Ltd
Ohio
$1.06M +$27.2K +692 +3%
IFO
467
Independent Family Office
New York
$1.06M
SCM
468
Snow Capital Management
Pennsylvania
$1.06M +$848K +21,574 +408%
CAM
469
Carret Asset Management
New York
$1.04M -$5.35K -136 -0.5%
AFC
470
AFT Forsyth & Company
Florida
$1.04M +$71.4K +1,816 +7%
CFO
471
Collective Family Office
Pennsylvania
$1.04M +$546K +13,892 +111%
Fayez Sarofim & Co
472
Fayez Sarofim & Co
Texas
$1.04M +$1.04M +26,330 New
AIS
473
AM Investment Strategies
Tennessee
$1.03M +$2.75K +70 +0.3%
AR
474
Advisory Research
Illinois
$1.03M +$1.03M +26,240 New
GPA
475
Guidance Point Advisors
Massachusetts
$1.03M +$9.56K +243 +0.9%