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iShares Preferred and Income Securities ETF

962 hedge funds and large institutions have $8.18B invested in iShares Preferred and Income Securities ETF in 2021 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 465 increasing their positions, 260 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
962
Holders Change
+11
Holders Change %
+1.16%
% of All Funds
16.79%
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
83
Increased
465
Reduced
260
Closed
60
Calls
$4.25M
Puts
$36.5M
Net Calls
-$32.2M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
526
First Horizon Advisors
Tennessee
$763K +$156K +3,985 +26%
RIG
527
Roosevelt Investment Group
New York
$760K -$627K -15,930 -45%
PCM
528
Parsons Capital Management
Rhode Island
$759K
GEA
529
Glen Eagle Advisors
New Jersey
$754K -$7.91K -201 -1%
FWP
530
Falcon Wealth Planning
California
$752K -$2.28K -58 -0.3%
TWM
531
Tradition Wealth Management
Minnesota
$749K +$106K +2,700 +17%
CSPIA
532
Cary Street Partners Investment Advisory
Virginia
$748K +$71.5K +1,818 +11%
Betterment LLC
533
Betterment LLC
New York
$745K +$590 +15 +0.1%
NFG
534
Next Financial Group
Texas
$740K +$47.7K +1,214 +7%
SFG
535
Sage Financial Group
Pennsylvania
$739K +$64.7K +1,643 +10%
HIA
536
Harbor Investment Advisory
Maryland
$738K
WPW
537
Waldron Private Wealth
Pennsylvania
$729K
EGA
538
E&G Advisors
Texas
$727K -$709K -18,476 Closed
Koshinski Asset Management
539
Koshinski Asset Management
Illinois
$726K -$171K -4,339 -19%
FMC
540
First Merchants Corp
Indiana
$726K +$39.4K +1,000 +6%
SXL
541
Summit X LLC
Missouri
$724K -$15.4K -391 -2%
ATPW
542
Ashton Thomas Private Wealth
Arizona
$718K +$170K +4,334 +31%
IFA
543
Interactive Financial Advisors
Illinois
$717K +$330K +8,398 +85%
AOWM
544
Alpha Omega Wealth Management
Virginia
$711K +$6.38K +162 +0.9%
MWM
545
Mattern Wealth Management
Kansas
$710K +$212K +5,437 +43%
ST
546
Somerset Trust
Pennsylvania
$709K +$178K +4,535 +34%
PA
547
Procyon Advisors
Connecticut
$704K +$190K +4,824 +37%
OFA
548
Oak Family Advisors
Illinois
$695K -$154K -3,923 -18%
GWM
549
Greenwich Wealth Management
Connecticut
$694K +$3.78K +96 +0.5%
CWM
550
Curi Wealth Management
North Carolina
$691K +$213K +5,429 +45%