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iShares Preferred and Income Securities ETF

971 hedge funds and large institutions have $8.2B invested in iShares Preferred and Income Securities ETF in 2021 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 475 increasing their positions, 245 reducing their positions, and 54 closing their positions.

Holders
971
Holders Change
+9
Holders Change %
+0.94%
% of All Funds
17.06%
Holding in Top 10
54
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20%
% of All Funds
0.95%
New
74
Increased
475
Reduced
245
Closed
54
Calls
$336M
Puts
$16.2M
Net Calls
+$320M
Net Calls Change
+$352M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$59.8M 1,518,811 -76,291 -5%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$59.6M 1,536,163 +52,927 +4%
EWM
28
Edge Wealth Management
New York
$57.4M 1,477,955 +150,210 +11%
ECM
29
Evergreen Capital Management
Washington
$54.9M 1,413,361 +72,400 +5%
CF
30
Clarity Financial
Texas
$54.7M 1,408,325 +53,890 +4%
SMFG
31
Sumitomo Mitsui Financial Group
Japan
$52.7M 1,356,998 +192,177 +16%
SAM
32
SP Asset Management
California
$50.3M 1,283,278 +753,506 +142%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$49.4M 1,272,410 +27,446 +2%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$47.6M 1,226,963 +80,946 +7%
FMLI
35
Fukoku Mutual Life Insurance
Japan
$44M 1,135,000
RJFSA
36
Raymond James Financial Services Advisors
Florida
$43.1M 1,111,312 +24,086 +2%
WF
37
Welch & Forbes
Massachusetts
$42.2M 1,086,963 +57,666 +6%
SI
38
Stephens Inc
Arkansas
$39.6M 1,019,780 +145,462 +17%
CPSAC
39
Chas P. Smith & Associates (CPS)
Florida
$39.3M 1,012,486 +131,577 +15%
RJA
40
Raymond James & Associates
Florida
$36.6M 944,127 -53,508 -5%
MFM
41
MD Financial Management
Ontario, Canada
$35.9M 923,767 +58,873 +7%
EVM
42
Eaton Vance Management
Massachusetts
$32.7M 842,130 -159,650 -16%
Stifel Financial
43
Stifel Financial
Missouri
$32.4M 835,411 +84,251 +11%
CCWA
44
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$31.9M 822,638 +201,870 +33%
CI
45
Conning Inc
Connecticut
$30.3M 781,359
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$29.8M 768,613 +167,972 +28%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$29.5M 761,265 +37,689 +5%
IWS
48
Insight Wealth Strategies
California
$28.2M 727,546 +10,352 +1%
SFWA
49
Summit Financial Wealth Advisors
Louisiana
$28.2M 725,879 +21,928 +3%
PCM
50
Price Capital Management
Louisiana
$27.5M 709,420 +709,420 New