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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 %
VFM
451
Valley Financial Management
New York
$832K +$832K +26,274 New
RIG
452
RiverFront Investment Group
Virginia
$828K -$55.5K -1,751 -6%
FMC
453
First Merchants Corp
Indiana
$825K +$101K +3,203 +14%
BIA
454
Benchmark Investment Advisors
Illinois
$818K +$79.5K +2,510 +11%
PP
455
Prudential plc
United Kingdom
$814K
EWA
456
EverSource Wealth Advisors
Alabama
$814K +$807K +25,499 +11,135%
AF
457
Allworth Financial
California
$813K -$283K -8,929 -26%
BHWM
458
Bar Harbor Wealth Management
New Hampshire
$813K -$145K -4,585 -15%
EIP
459
Easterly Investment Partners
Massachusetts
$813K -$119K -3,750 -13%
FAT
460
First American Trust
California
$810K -$48.3K -1,527 -6%
WAM
461
Weatherly Asset Management
California
$802K -$253 -8 -0%
PPP
462
Private Portfolio Partners
New Jersey
$792K -$69.7K -2,201 -8%
VPIM
463
Vanguard Personalized Indexing Management
California
$782K +$782K +24,700 New
FCM
464
Fortis Capital Management
Washington
$771K -$11.1K -352 -1%
OPS
465
Orion Portfolio Solutions
Nebraska
$769K +$257K +8,109 +50%
CFA
466
Compass Financial Advisors
Indiana
$768K -$25.7K -812 -3%
LWA
467
Lineweaver Wealth Advisors
Ohio
$768K +$1.99K +63 +0.3%
MLA
468
My Legacy Advisors
Oregon
$766K -$21.3K -696 -3%
Koshinski Asset Management
469
Koshinski Asset Management
Illinois
$763K -$16.5K -520 -2%
I
470
INVST
Indiana
$761K
CAL
471
Capital Advisors Ltd
Ohio
$760K -$83.7K -2,642 -10%
JG
472
Jefferies Group
New York
$757K
DWMG
473
DB Wealth Management Group
California
$754K +$22.9K +724 +3%
PAG
474
Powers Advisory Group
Illinois
$753K +$1.87K +59 +0.2%
SEI Investments
475
SEI Investments
Pennsylvania
$750K +$29K +917 +4%