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iShares Preferred and Income Securities ETF

1,099 hedge funds and large institutions have $8.75B invested in iShares Preferred and Income Securities ETF in 2021 Q4 according to their latest regulatory filings, with 203 funds opening new positions, 468 increasing their positions, 269 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
+128
Holders Change %
+13.18%
% of All Funds
16.97%
Holding in Top 10
64
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+18.52%
% of All Funds
0.99%
New
203
Increased
468
Reduced
269
Closed
63
Calls
$12.5M
Puts
$72.1M
Net Calls
-$59.6M
Net Calls Change
-$380M
Name Holding Trade Value Shares
Change
Shares
Change %
HG
526
Herbst Group
Connecticut
$1.08M +$1.08M +27,280 New
MSFS
527
Main Street Financial Solutions
Pennsylvania
$1.08M +$3.94K +100 +0.4%
MA
528
MONECO Advisors
Connecticut
$1.07M -$14.6K -393 -1%
CAL
529
Capital Advisors Ltd
Ohio
$1.06M -$42.8K -1,085 -4%
IFO
530
Independent Family Office
New York
$1.06M
EIP
531
Easterly Investment Partners
Massachusetts
$1.06M +$1.06M +26,859 New
EWA
532
EP Wealth Advisors
California
$1.06M +$259K +6,572 +33%
CC
533
Claybrook Capital
Massachusetts
$1.04M
AIS
534
AM Investment Strategies
Tennessee
$1.04M +$3.51K +89 +0.3%
TYCC
535
Texas Yale Capital Corp
Florida
$1.04M -$27K -684 -3%
CAM
536
Carret Asset Management
New York
$1.04M -$5.68K -144 -0.5%
OAM
537
Occidental Asset Management
California
$1.04M +$13.9K +352 +1%
CHA
538
Carmichael Hill & Associates
Maryland
$1.03M +$11.2K +284 +1%
CA
539
CGN Advisors
Kansas
$1.03M +$321K +8,136 +45%
AWM
540
Axxcess Wealth Management
California
$1.02M +$1.02M +25,946 New
SRC
541
Shufro Rose & Co
New York
$1.02M +$14K +355 +1%
OFG
542
Orcam Financial Group
California
$1.02M +$1.02M +25,737 New
DA
543
Detalus Advisors
Missouri
$1.01M -$1.97K -50 -0.2%
PA
544
Procyon Advisors
Connecticut
$997K +$203K +5,137 +25%
RCWM
545
Royal Capital Wealth Management
Indiana
$994K +$994K +25,220 New
CFO
546
Collective Family Office
Pennsylvania
$987K +$400K +10,132 +68%
LWA
547
Lineweaver Wealth Advisors
Ohio
$985K -$421K -10,678 -30%
FFG
548
Fortem Financial Group
California
$982K -$19.7K -500 -2%
Koshinski Asset Management
549
Koshinski Asset Management
Illinois
$980K +$30.5K +773 +3%
CFA
550
Compass Financial Advisors
Indiana
$974K +$974K +24,705 New