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iShares Preferred and Income Securities ETF

959 hedge funds and large institutions have $8.39B invested in iShares Preferred and Income Securities ETF in 2020 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 357 increasing their positions, 277 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+146
Holders Change %
+17.96%
% of All Funds
17.02%
Holding in Top 10
50
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.7%
% of All Funds
0.89%
New
201
Increased
357
Reduced
277
Closed
44
Calls
$13M
Puts
$19.4M
Net Calls
-$6.37M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
526
Granite Investment Advisors
New Hampshire
$674K -$19.3K -500 -3%
JWA
527
JFS Wealth Advisors
Pennsylvania
$669K -$6.55K -170 -1%
TNBTD
528
Trustmark National Bank Trust Department
Mississippi
$665K -$37.6K -977 -5%
HWM
529
Hohimer Wealth Management
Washington
$663K +$55.3K +1,435 +9%
ST
530
Sabal Trust
Florida
$652K +$333K +8,652 +104%
SAS
531
Sanford Advisory Services
Michigan
$648K +$648K +16,837 New
CC
532
Claybrook Capital
Massachusetts
$632K
GLA
533
Good Life Advisors
Pennsylvania
$631K +$101K +2,621 +19%
Betterment LLC
534
Betterment LLC
New York
$629K +$16.8K +437 +3%
ACM
535
AlphaStar Capital Management
North Carolina
$629K +$192K +5,030 +44%
BWM
536
BerganKDV Wealth Management
Minnesota
$628K -$32.9K -854 -5%
BB
537
Bell Bank
North Dakota
$626K +$35.2K +915 +6%
BSW
538
Buckingham Strategic Wealth
Missouri
$623K +$197K +5,116 +46%
IC
539
Inscription Capital
Texas
$622K +$622K +16,142 New
WCG
540
Weaver Consulting Group
California
$620K +$138K +3,577 +29%
PMG
541
ProVise Management Group
Florida
$616K -$42.4K -1,099 -6%
FHC
542
First Heartland Consultants
Missouri
$611K +$1.27K +33 +0.2%
SBH
543
Segall Bryant & Hamill
Illinois
$609K +$52.5K +1,363 +9%
CAMG
544
CWA Asset Management Group
Florida
$609K +$340K +8,840 +127%
SFG
545
Sage Financial Group
Pennsylvania
$605K +$42.7K +1,107 +8%
CCG
546
Cypress Capital Group
Florida
$604K -$36.6K -950 -6%
IFA
547
Interactive Financial Advisors
Illinois
$601K -$152K -3,935 -20%
TWM
548
Tradition Wealth Management
Minnesota
$597K +$597K +15,493 New
AC
549
Avestar Capital
New York
$596K +$228K +5,915 +62%
DIM
550
Delta Investment Management
California
$596K +$596K +15,501 New