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iShares Preferred and Income Securities ETF

951 hedge funds and large institutions have $7.39B invested in iShares Preferred and Income Securities ETF in 2021 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 426 increasing their positions, 296 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
951
Holders Change
-8
Holders Change %
-0.83%
% of All Funds
16.75%
Holding in Top 10
45
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10%
% of All Funds
0.79%
New
86
Increased
426
Reduced
296
Closed
84
Calls
$4.54M
Puts
$58.9M
Net Calls
-$54.3M
Net Calls Change
-$48M
Name Holding Trade Value Shares
Change
Shares
Change %
TNBTD
526
Trustmark National Bank Trust Department
Mississippi
$668K +$4.07K +106 +0.6%
BTWM
527
Baker Tilly Wealth Management
Wisconsin
$664K -$175K -4,566 -21%
AMM
528
American Money Management
California
$661K +$410K +10,675 +163%
CSPIA
529
Cary Street Partners Investment Advisory
Virginia
$660K -$587K -15,283 -47%
SFG
530
Sage Financial Group
Pennsylvania
$658K +$55.1K +1,436 +9%
JWA
531
JFS Wealth Advisors
Pennsylvania
$656K -$10.9K -284 -2%
GA
532
GoalVest Advisory
New York
$655K -$298K -7,761 -31%
MCM
533
MV Capital Management
Maryland
$651K -$1.66M -43,133 -72%
ST
534
Sabal Trust
Florida
$650K
CIBC World Market
535
CIBC World Market
Ontario, Canada
$646K -$39.2K -1,020 -6%
SCM
536
Stonehearth Capital Management
Massachusetts
$639K -$59.4K -1,546 -9%
WCG
537
Weaver Consulting Group
California
$631K +$12.8K +332 +2%
TWM
538
Tradition Wealth Management
Minnesota
$628K +$32.8K +855 +6%
RC
539
Reik & Co
New York
$627K +$303K +7,890 +93%
BB
540
Bell Bank
North Dakota
$624K
RVPG
541
Relative Value Partners Group
$621K +$42.7K +1,112 +7%
AFWM
542
AMJ Financial Wealth Management
Virginia
$621K +$621K +16,174 New
PMG
543
ProVise Management Group
Florida
$614K
SAS
544
Sanford Advisory Services
Michigan
$605K -$41.3K -1,075 -6%
KPCM
545
Kings Point Capital Management
New York
$604K +$163K +4,250 +37%
CCG
546
Cypress Capital Group
Florida
$602K -$961 -25 -0.2%
PWP
547
Principle Wealth Partners
Connecticut
$596K -$110K -2,857 -16%
FHA
548
First Horizon Advisors
Tennessee
$594K +$136K +3,531 +30%
FWIA
549
Fort Washington Investment Advisors
Ohio
$589K
Carson Wealth (CWM LLC)
550
Carson Wealth (CWM LLC)
Nebraska
$587K