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iShares Preferred and Income Securities ETF

951 hedge funds and large institutions have $7.39B invested in iShares Preferred and Income Securities ETF in 2021 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 426 increasing their positions, 296 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
951
Holders Change
-8
Holders Change %
-0.83%
% of All Funds
16.75%
Holding in Top 10
45
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10%
% of All Funds
0.79%
New
86
Increased
426
Reduced
296
Closed
84
Calls
$4.54M
Puts
$58.9M
Net Calls
-$54.3M
Net Calls Change
-$48M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
501
Evolution Wealth Advisors
Florida
$763K +$80.3K +2,090 +12%
HWM
502
Hohimer Wealth Management
Washington
$756K +$94.7K +2,465 +14%
AAIM
503
Asset Advisors Investment Management
Georgia
$755K +$73.5K +1,900 +11%
CCA
504
Checchi Capital Advisers
California
$752K
BAM
505
Barrett Asset Management
New York
$745K +$51.8K +1,350 +7%
BG
506
Benedetti & Gucer
Georgia
$745K +$745K +19,405 New
GEA
507
Glen Eagle Advisors
New Jersey
$743K -$1.15K -30 -0.2%
PCM
508
Parsons Capital Management
Rhode Island
$741K
FWP
509
Falcon Wealth Planning
California
$737K -$79.6K -2,073 -10%
Betterment LLC
510
Betterment LLC
New York
$726K +$98.9K +2,576 +16%
RFN
511
RDA Financial Network
Iowa
$723K -$46.1K -1,200 -6%
VCWA
512
Vanguard Capital Wealth Advisors
Colorado
$722K -$154K -3,991 -18%
HIA
513
Harbor Investment Advisory
Maryland
$721K -$97.2K -2,530 -12%
SXL
514
Summit X LLC
Missouri
$720K -$186K -4,860 -21%
RG
515
Rathbones Group
United Kingdom
$719K
ECG
516
Edge Capital Group
Georgia
$718K
WPW
517
Waldron Private Wealth
Pennsylvania
$711K
RWB
518
RMR Wealth Builders
New Jersey
$710K +$366K +9,532 +107%
EGA
519
E&G Advisors
Texas
$709K -$767 -20 -0.1%
EAMA
520
EFG Asset Management (Americas)
Florida
$706K +$208K +5,408 +42%
NIC
521
Northwest Investment Counselors
Oregon
$693K -$84.8K -2,207 -11%
AOWM
522
Alpha Omega Wealth Management
Virginia
$687K +$13.4K +348 +2%
NFG
523
Next Financial Group
Texas
$676K +$178K +4,628 +36%
GWM
524
Greenwich Wealth Management
Connecticut
$674K +$169K +4,399 +33%
FMC
525
First Merchants Corp
Indiana
$670K -$125K -3,256 -16%