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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 %
CCA
501
Checchi Capital Advisers
California
$754K
GEA
502
Glen Eagle Advisors
New Jersey
$747K -$17.3K -449 -2%
PCM
503
Parsons Capital Management
Rhode Island
$743K -$10.3K -267 -1%
SCA
504
Snowden Capital Advisors
New York
$738K -$38.5K -1,000 -5%
WCM
505
WealthBridge Capital Management
Ohio
$738K +$95.8K +2,487 +15%
LAM
506
LifePro Asset Management
California
$733K +$733K +19,042 New
RIG
507
Roosevelt Investment Group
New York
$730K +$730K +18,956 New
1WM
508
1900 Wealth Management
Texas
$725K +$725K +18,816 New
RG
509
Rathbones Group
United Kingdom
$721K
ECG
510
Edge Capital Group
Georgia
$720K -$173K -4,500 -19%
WPW
511
Waldron Private Wealth
Pennsylvania
$713K
EGA
512
E&G Advisors
Texas
$712K
DCM
513
Delta Capital Management
New Jersey
$711K +$20.8K +540 +3%
SBIA
514
Sheaff Brock Investment Advisors
Indiana
$710K -$92.7K -2,407 -12%
PWP
515
Principle Wealth Partners
Connecticut
$707K +$334K +8,679 +90%
SCM
516
Stonehearth Capital Management
Massachusetts
$700K
BAM
517
Barrett Asset Management
New York
$696K +$119K +3,100 +21%
KPWS
518
Kestra Private Wealth Services
Texas
$690K -$16.5K -431 -2%
CIBC World Market
519
CIBC World Market
Ontario, Canada
$687K -$14.3K -370 -2%
BCA
520
Bay Colony Advisors
Massachusetts
$685K -$17.6K -458 -3%
EWA
521
Evolution Wealth Advisors
Florida
$684K +$684K +17,774 New
EWA
522
EP Wealth Advisors
California
$682K +$20.3K +527 +3%
GIA
523
Gladstone Institutional Advisory
Florida
$680K -$138K -3,595 -17%
AAIM
524
Asset Advisors Investment Management
Georgia
$679K +$355K +9,225 +110%
AOWM
525
Alpha Omega Wealth Management
Virginia
$676K +$44.9K +1,167 +7%