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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 %
ACA
476
Atlas Capital Advisors
Wyoming
$748K -$39.3K -1,241 -5%
EL
477
EQ LLC
Washington
$742K +$792 +25 +0.1%
SWM
478
SeaCrest Wealth Management
New York
$741K -$270K -8,511 -27%
FCA
479
FinTrust Capital Advisors
South Carolina
$738K -$93.2K -3,031 -11%
BJL
480
Brighton Jones LLC
Washington
$736K -$800K -25,273 -52%
DC
481
Davenport & Co
Virginia
$736K -$93.2K -2,944 -11%
BCA
482
Bay Colony Advisors
Massachusetts
$734K -$23.6K -746 -3%
GRP
483
Global Retirement Partners
California
$732K +$23K +755 +3%
DCM
484
Delta Capital Management
New Jersey
$729K -$25.3K -800 -3%
PTC
485
Private Trust Company
Ohio
$717K -$76.2K -2,406 -10%
IWC
486
Integrated Wealth Concepts
Massachusetts
$717K -$2.41K -76 -0.3%
GIA
487
Gladstone Institutional Advisory
Florida
$711K -$19.8K -624 -3%
SAMC
488
Spectrum Asset Management (Connecticut)
Connecticut
$705K -$4.25M -134,191 -86%
TCM
489
Triumph Capital Management
Colorado
$700K +$27.6K +870 +4%
NA
490
Nottingham Advisors
New York
$694K -$15.8K -500 -2%
AMBIA
491
Allen Mooney & Barnes Investment Advisors
Georgia
$687K -$44.8K -1,416 -6%
CAAS
492
Capital Asset Advisory Services
Michigan
$685K -$107K -3,386 -14%
CAM
493
Cresset Asset Management
Illinois
$682K -$112K -3,542 -14%
VAM
494
Verity Asset Management
North Carolina
$669K +$669K +21,134 New
MSFS
495
Main Street Financial Solutions
Pennsylvania
$667K -$330K -10,431 -33%
BC
496
Burney Company
Virginia
$666K -$1.93K -61 -0.3%
CA
497
Cumberland Advisors
Florida
$665K
HCM
498
Hilton Capital Management
New York
$665K
SC
499
Scotia Capital
Ontario, Canada
$664K +$664K +20,966 New
CCA
500
Cadent Capital Advisors
Oklahoma
$663K -$8.27K -261 -1%