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iShares Preferred and Income Securities ETF

987 hedge funds and large institutions have $6.04B invested in iShares Preferred and Income Securities ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 302 increasing their positions, 456 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
-58
Holders Change %
-5.55%
% of All Funds
16.69%
Holding in Top 10
52
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.04%
% of All Funds
0.88%
New
81
Increased
302
Reduced
456
Closed
126
Calls
$23.2M
Puts
$95.2M
Net Calls
-$72M
Net Calls Change
+$59.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
501
Crewe Advisors
Utah
$753K +$514K +15,637 +215%
FMC
502
First Merchants Corp
Indiana
$751K -$299K -9,095 -28%
LSA
503
Lion Street Advisors
Texas
$750K -$29.6K -750 -4%
IWC
504
Integrated Wealth Concepts
Massachusetts
$747K -$162K -4,940 -18%
SEI Investments
505
SEI Investments
Pennsylvania
$740K -$139K -4,269 -16%
MA
506
Montag & Associates
Georgia
$739K -$16.4K -500 -2%
NA
507
Nottingham Advisors
New York
$737K +$3.29K +100 +0.4%
WTC
508
WhitTier Trust Company
Nevada
$710K +$309K +9,410 +77%
IWP
509
Icon Wealth Partners
Texas
$708K +$235K +7,149 +50%
TCBWMS
510
Texas Capital Bank Wealth Management Services
Texas
$706K -$493 -15 -0.1%
BWA
511
Beam Wealth Advisors
Louisiana
$703K +$703K +21,392 New
TCM
512
Triumph Capital Management
Colorado
$698K +$32.6K +990 +5%
CCA
513
Cadent Capital Advisors
Oklahoma
$697K +$6.02K +183 +0.9%
OHWP
514
Oak Harbor Wealth Partners
North Carolina
$695K -$83.5K -2,540 -11%
MHR
515
Matthew Hamilton Rosenberg
$694K +$125K +3,795 +22%
BC
516
Burney Company
Virginia
$693K -$66.4K -2,020 -9%
CA
517
Cumberland Advisors
Florida
$691K
HCM
518
Hilton Capital Management
New York
$690K -$11.4M -346,850 -94%
HCM
519
Hollencrest Capital Management
California
$690K -$170K -5,173 -20%
MP
520
McDonald Partners
Ohio
$689K -$12.3K -375 -2%
ECM
521
Evergreen Capital Management
Washington
$687K -$389K -11,821 -36%
BWP
522
Bernardo Wealth Planning
Pennsylvania
$687K +$14.2K +432 +2%
SRC
523
Sage Rhino Capital
California
$684K +$13.4K +407 +2%
CCA
524
Checchi Capital Advisers
California
$681K
AIS
525
AM Investment Strategies
Tennessee
$680K -$189K -5,736 -22%