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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 %
PWLP
451
Prio Wealth Limited Partnership
Massachusetts
$929K
CA
452
CGN Advisors
Kansas
$929K +$328K +9,964 +54%
WI
453
WrapManager Inc
California
$928K +$22.5K +685 +2%
CCP
454
Corient Capital Partners
California
$919K -$239K -7,254 -21%
FCA
455
FinTrust Capital Advisors
South Carolina
$918K +$48.6K +1,432 +6%
RIG
456
RiverFront Investment Group
Virginia
$917K -$21.2K -644 -2%
JC
457
JB Capital
Connecticut
$910K +$342K +10,414 +60%
SG
458
StoneX Group
New York
$906K -$211K -6,413 -19%
SFP
459
Strategic Financial Partners
Oregon
$904K -$658 -20 -0.1%
DJYG
460
David J. Yvars Group
Florida
$903K -$343K -10,385 -28%
AP
461
Atwood & Palmer
Missouri
$902K -$8.71M -264,963 -91%
CAM
462
Carret Asset Management
New York
$901K -$78.7K -2,392 -8%
HCM
463
Hall Capital Management
Rhode Island
$899K +$657 +20 +0.1%
ZCA
464
Zeke Capital Advisors
Pennsylvania
$898K
V
465
Veritable
Delaware
$897K -$1.08M -32,731 -55%
PPP
466
Private Portfolio Partners
New Jersey
$894K -$400K -12,171 -31%
FAT
467
First American Trust
California
$892K -$49.3K -1,498 -5%
CAL
468
Capital Advisors Ltd
Ohio
$876K -$6.81K -207 -0.8%
DA
469
Detalus Advisors
Missouri
$874K +$31.4K +956 +4%
DC
470
Davenport & Co
Virginia
$861K -$304K -9,242 -26%
I
471
INVST
Indiana
$857K -$3.01K -86 -0.4%
MLA
472
My Legacy Advisors
Oregon
$854K -$29K -874 -3%
PP
473
Prudential plc
United Kingdom
$845K -$122K -3,700 -13%
WAM
474
Weatherly Asset Management
California
$833K -$74.8K -2,274 -8%
BCA
475
Bay Colony Advisors
Massachusetts
$832K +$63.1K +1,814 +8%