PFF icon

iShares Preferred and Income Securities ETF

959 hedge funds and large institutions have $8.39B invested in iShares Preferred and Income Securities ETF in 2020 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 357 increasing their positions, 277 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+146
Holders Change %
+17.96%
% of All Funds
17.02%
Holding in Top 10
50
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.7%
% of All Funds
0.89%
New
201
Increased
357
Reduced
277
Closed
44
Calls
$13M
Puts
$19.4M
Net Calls
-$6.37M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
476
Capital Advisors Ltd
Ohio
$853K +$73.6K +1,911 +9%
SRC
477
Shufro Rose & Co
New York
$850K +$125K +3,250 +17%
BC
478
Burney Company
Virginia
$848K +$79.8K +2,073 +10%
SW
479
SkyOak Wealth
Michigan
$841K -$4.01K -104 -0.5%
BTWM
480
Baker Tilly Wealth Management
Wisconsin
$841K +$841K +21,845 New
TWM
481
Titus Wealth Management
California
$840K +$81.8K +2,123 +11%
BP
482
Ballentine Partners
Massachusetts
$833K +$833K +21,641 New
NA
483
Nottingham Advisors
New York
$831K
PBF
484
Petix & Botte Financial
California
$821K -$38.6K -1,002 -4%
HIA
485
Harbor Investment Advisory
Maryland
$820K +$535K +13,900 +188%
FWP
486
Falcon Wealth Planning
California
$819K +$819K +21,257 New
SMC
487
Smith, Moore & Co
Missouri
$816K +$1.23K +32 +0.2%
CA
488
Cumberland Advisors
Florida
$809K +$809K +21,010 New
MP
489
McDonald Partners
Ohio
$805K +$805K +20,912 New
BAM
490
BTS Asset Management
Massachusetts
$800K
FMC
491
First Merchants Corp
Indiana
$797K -$362K -9,412 -31%
BWA
492
BDO Wealth Advisors
Florida
$786K -$173K -4,492 -18%
PFC
493
Phocas Financial Corp
California
$785K -$730K
VCM
494
Virtue Capital Management
Tennessee
$783K -$396K -10,269 -34%
NIC
495
Northwest Investment Counselors
Oregon
$780K -$283K -7,347 -27%
FAIM
496
Financial Advocates Investment Management
Washington
$779K -$313K -7,874 -29%
SRC
497
Sage Rhino Capital
California
$775K +$6K +156 +0.8%
RFN
498
RDA Financial Network
Iowa
$771K
JIC
499
Joel Isaacson & Co
New York
$771K +$501K +13,025 +186%
ERWM
500
Elk River Wealth Management
Colorado
$763K +$763K +19,809 New