PFF icon

iShares Preferred and Income Securities ETF

1,099 hedge funds and large institutions have $8.75B invested in iShares Preferred and Income Securities ETF in 2021 Q4 according to their latest regulatory filings, with 203 funds opening new positions, 468 increasing their positions, 269 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
+128
Holders Change %
+13.18%
% of All Funds
16.97%
Holding in Top 10
64
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+18.52%
% of All Funds
0.99%
New
203
Increased
468
Reduced
269
Closed
63
Calls
$12.5M
Puts
$72.1M
Net Calls
-$59.6M
Net Calls Change
-$380M
Name Holding Trade Value Shares
Change
Shares
Change %
DWMG
501
DB Wealth Management Group
California
$1.18M +$7.49K +190 +0.6%
TH
502
TCTC Holdings
Texas
$1.17M -$2.33K -59 -0.2%
EWM
503
Evercore Wealth Management
New York
$1.17M
SS
504
Sunbelt Securities
Texas
$1.17M +$17.7K +484 +2%
ST
505
Somerset Trust
Pennsylvania
$1.16M -$65.9K -1,670 -5%
RBCM
506
Raub Brock Capital Management
California
$1.16M
COF
507
Capital One Financial
Virginia
$1.16M +$179K +4,545 +18%
GPA
508
Guidance Point Advisors
Massachusetts
$1.15M +$95.5K +2,424 +9%
CSIA
509
Charles Schwab Investment Advisory
California
$1.14M +$156K +3,959 +16%
TCA
510
Transcend Capital Advisors
New Jersey
$1.14M -$17.5K -445 -2%
FAT
511
First American Trust
California
$1.14M +$6.39K +162 +0.6%
VAM
512
Verity Asset Management
North Carolina
$1.14M +$45.8K +1,162 +4%
RWM
513
Ritholtz Wealth Management
New York
$1.14M -$125K -3,172 -10%
EAMA
514
EFG Asset Management (Americas)
Florida
$1.13M +$179K +4,546 +19%
HCM
515
Hollencrest Capital Management
California
$1.12M +$564K +14,286 +101%
PWLP
516
Prio Wealth Limited Partnership
Massachusetts
$1.12M
WI
517
WrapManager Inc
California
$1.11M -$7.49K -190 -0.7%
LWAC
518
Laurel Wealth Advisors (California)
California
$1.11M +$616K +15,609 +125%
HI
519
Harbour Investments
Wisconsin
$1.11M -$2.66M -67,389 -71%
WAM
520
Weatherly Asset Management
California
$1.11M -$12.9K -327 -1%
NFG
521
Next Financial Group
Texas
$1.09M +$205K +5,200 +23%
PCA
522
Peddock Capital Advisors
Massachusetts
$1.08M
SFP
523
Strategic Financial Partners
Oregon
$1.08M -$1.97K -50 -0.2%
HCM
524
Hall Capital Management
Rhode Island
$1.08M +$42.4K +1,075 +4%
ZCA
525
Zeke Capital Advisors
Pennsylvania
$1.08M