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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 %
KA
476
Kovack Advisors
Florida
$1.03M +$21.6K +549 +2%
TYCC
477
Texas Yale Capital Corp
Florida
$1.02M +$71.6K +1,819 +8%
SCA
478
Snowden Capital Advisors
New York
$1.02M +$13.1K +332 +1%
MGI
479
MayTech Global Investments
New York
$1.01M +$1.01M +25,700 New
DA
480
Detalus Advisors
Missouri
$1.01M -$18.2K -463 -2%
I
481
INVST
Indiana
$1.01M -$70.3K -1,800 -7%
TA
482
TrueWealth Advisors
Alabama
$1M -$4.85M -123,334 -83%
CSIA
483
Charles Schwab Investment Advisory
California
$1M -$9.59K -244 -0.9%
Capstone Investment Advisors
484
Capstone Investment Advisors
New York
$991K -$5.99M -152,200 -86%
MSFS
485
Main Street Financial Solutions
Pennsylvania
$991K -$49.7K -1,264 -5%
MC
486
Moors & Cabot
Massachusetts
$991K +$17.3K +439 +2%
SRC
487
Shufro Rose & Co
New York
$987K +$23.6K +600 +2%
CHA
488
Carmichael Hill & Associates
Maryland
$967K +$58.3K +1,482 +6%
BC
489
Burney Company
Virginia
$966K +$19.3K +491 +2%
SBH
490
Segall Bryant & Hamill
Illinois
$946K +$98.3K +2,500 +12%
EAMA
491
EFG Asset Management (Americas)
Florida
$946K +$223K +5,674 +31%
HCM
492
Hall Capital Management
Rhode Island
$942K +$942K +23,960 New
GIA
493
Gladstone Institutional Advisory
Florida
$941K +$95.4K +2,424 +11%
JIC
494
Joel Isaacson & Co
New York
$937K +$826 +21 +0.1%
TW
495
Transform Wealth
Colorado
$932K -$32.3K -820 -3%
PCA
496
Peddock Capital Advisors
Massachusetts
$930K +$25.8K +654 +3%
EL
497
EQ LLC
Washington
$928K -$44.6K -1,134 -5%
MCM
498
Monument Capital Management
Virginia
$917K -$794K -20,204 -46%
DWT
499
Dorsey & Whitney Trust
South Dakota
$916K
WWM
500
Windsor Wealth Management
Indiana
$903K +$314K +7,973 +53%