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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 %
ACM
501
AlphaStar Capital Management
North Carolina
$897K +$380K +9,659 +73%
SRC
502
Sage Rhino Capital
California
$894K -$18.5K -471 -2%
RCA
503
Ranch Capital Advisors
Florida
$886K -$7.28K -185 -0.8%
SW
504
SkyOak Wealth
Michigan
$885K -$2.16K -55 -0.2%
NA
505
Nottingham Advisors
New York
$878K
KPWS
506
Kestra Private Wealth Services
Texas
$877K +$43.7K +1,112 +5%
COF
507
Capital One Financial
Virginia
$875K -$25.8K -655 -3%
VA
508
Valmark Advisers
Ohio
$853K -$145K -3,697 -15%
EWA
509
EP Wealth Advisors
California
$850K -$99.1K -2,521 -10%
DCM
510
Delta Capital Management
New Jersey
$846K -$35K -890 -4%
BHWM
511
Bar Harbor Wealth Management
New Hampshire
$837K +$242K +6,160 +41%
WCM
512
WealthBridge Capital Management
Ohio
$831K +$18.3K +464 +2%
CA
513
Cumberland Advisors
Florida
$826K
SBIA
514
Sheaff Brock Investment Advisors
Indiana
$815K -$21.2K -538 -3%
BG
515
Benedetti & Gucer
Georgia
$807K +$43.9K +1,117 +6%
PWM
516
Perigon Wealth Management
California
$790K +$225K +5,710 +40%
HWM
517
Hohimer Wealth Management
Washington
$783K +$8.66K +220 +1%
EWA
518
Evolution Wealth Advisors
Florida
$781K
PBF
519
Petix & Botte Financial
California
$774K -$20.7K -525 -3%
SFP
520
Sterling Financial Planning
New Jersey
$771K -$17K -432 -2%
ERWM
521
Elk River Wealth Management
Colorado
$770K -$29.3K -744 -4%
CCA
522
Checchi Capital Advisers
California
$770K
SMC
523
Smith, Moore & Co
Missouri
$768K -$23.9K -608 -3%
TWM
524
Titus Wealth Management
California
$767K -$77.8K -1,978 -9%
MP
525
McDonald Partners
Ohio
$764K -$59K -1,500 -7%