PFF icon

iShares Preferred and Income Securities ETF

971 hedge funds and large institutions have $8.2B invested in iShares Preferred and Income Securities ETF in 2021 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 475 increasing their positions, 245 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
Holders Change
+9
Holders Change %
+0.94%
% of All Funds
17.05%
Holding in Top 10
54
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20%
% of All Funds
0.95%
New
74
Increased
475
Reduced
245
Closed
54
Calls
$336M
Puts
$16.2M
Net Calls
+$320M
Net Calls Change
+$352M
Name Holding Trade Value Shares
Change
Shares
Change %
CSIA
501
Charles Schwab Investment Advisory
California
$972K -$17K -437 -2%
COF
502
Capital One Financial
Virginia
$961K +$97.4K +2,508 +11%
MC
503
Moors & Cabot
Massachusetts
$956K -$26.3K -675 -3%
BHWM
504
Bar Harbor Wealth Management
New Hampshire
$952K +$126K +3,250 +15%
EAMA
505
EFG Asset Management (Americas)
Florida
$937K +$3.18K +82 +0.3%
Koshinski Asset Management
506
Koshinski Asset Management
Illinois
$934K +$218K +5,613 +30%
Northern Trust
507
Northern Trust
Illinois
$933K -$313K -8,068 -25%
JIC
508
Joel Isaacson & Co
New York
$925K +$815 +21 +0.1%
KP
509
Keel Point
Alabama
$924K -$546K -14,060 -37%
EL
510
EQ LLC
Washington
$901K -$14.6K -376 -2%
BC
511
Burney Company
Virginia
$892K -$61.1K -1,575 -6%
NFG
512
Next Financial Group
Texas
$874K +$144K +3,710 +20%
NA
513
Nottingham Advisors
New York
$867K
KPWS
514
Kestra Private Wealth Services
Texas
$859K -$6.68K -172 -0.8%
SW
515
SkyOak Wealth
Michigan
$853K -$20.7K -532 -2%
Mackenzie Financial
516
Mackenzie Financial
Ontario, Canada
$849K -$2.34M -60,156 -73%
VCM
517
Virtue Capital Management
Tennessee
$848K +$331K +8,537 +64%
FCA
518
FinTrust Capital Advisors
South Carolina
$844K +$527K +13,590 +166%
HAS
519
HBW Advisory Services
California
$843K +$843K +21,713 New
CWM
520
Curi Wealth Management
North Carolina
$840K +$158K +4,088 +23%
TW
521
Transform Wealth
Colorado
$838K -$81.9K -2,109 -9%
DCM
522
Delta Capital Management
New Jersey
$835K
PWM
523
Perigon Wealth Management
California
$832K +$52.4K +1,350 +7%
RCA
524
Ranch Capital Advisors
Florida
$821K -$53.4K -1,376 -6%
CSPIA
525
Cary Street Partners Investment Advisory
Virginia
$816K +$78.7K +2,030 +11%