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iShares Preferred and Income Securities ETF

947 hedge funds and large institutions have $5.57B invested in iShares Preferred and Income Securities ETF in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 284 increasing their positions, 427 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
947
Holders Change
-40
Holders Change %
-4.05%
% of All Funds
16.38%
Holding in Top 10
51
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.92%
% of All Funds
0.88%
New
62
Increased
284
Reduced
427
Closed
90
Calls
$20.7M
Puts
$69.3M
Net Calls
-$48.6M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Shares
Change %
WTC
501
WhitTier Trust Company
Nevada
$661K -$23.7K -749 -3%
AIS
502
AM Investment Strategies
Tennessee
$658K +$2.66K +84 +0.4%
HSA
503
HBK Sorce Advisory
Pennsylvania
$657K +$178K +5,632 +37%
TH
504
TCTC Holdings
Texas
$654K -$951 -30 -0.1%
OHWP
505
Oak Harbor Wealth Partners
North Carolina
$650K -$19.3K -610 -3%
BWP
506
Bernardo Wealth Planning
Pennsylvania
$649K +$21.8K +727 +3%
RWB
507
RMR Wealth Builders
New Jersey
$648K -$981 -31 -0.2%
SBIA
508
Sheaff Brock Investment Advisors
Indiana
$648K +$444 +14 +0.1%
SXL
509
Summit X LLC
Missouri
$647K +$6.09K +192 +1%
ECM
510
Evergreen Capital Management
Washington
$641K -$20.7K -653 -3%
GKWIM
511
Gerber Kawasaki Wealth & Investment Management
California
$640K +$82.3K +2,600 +15%
BRM
512
Boston Research & Management
Massachusetts
$640K +$103K +3,254 +19%
TCM
513
TD Capital Management
Tennessee
$640K +$294K +9,271 +85%
TNBTD
514
Trustmark National Bank Trust Department
Mississippi
$638K -$92.8K -2,929 -13%
AP
515
Atwood & Palmer
Missouri
$635K -$233K -7,372 -27%
IWA
516
Icon Wealth Advisors
Texas
$633K +$633K +19,975 New
APA
517
Astoria Portfolio Advisors
New York
$632K +$282K +8,918 +81%
Mackenzie Financial
518
Mackenzie Financial
Ontario, Canada
$631K -$1.39K -44 -0.2%
WW
519
Westshore Wealth
California
$624K -$149K -4,698 -19%
APP
520
Avantax Planning Partners
Iowa
$619K -$321K -10,139 -34%
CPA
521
Cardiff Park Advisors
California
$608K +$6.37K +201 +1%
SSW
522
Stone Summit Wealth
Florida
$608K +$104K +3,295 +21%
LC
523
Lindbrook Capital
California
$607K
KS
524
Karpas Strategies
Connecticut
$600K -$497K -15,687 -45%
SFP
525
Sterling Financial Planning
New Jersey
$600K -$6.97K -220 -1%