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iShares Preferred and Income Securities ETF

987 hedge funds and large institutions have $6.04B invested in iShares Preferred and Income Securities ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 302 increasing their positions, 456 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
-58
Holders Change %
-5.55%
% of All Funds
16.69%
Holding in Top 10
52
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.04%
% of All Funds
0.88%
New
81
Increased
302
Reduced
456
Closed
126
Calls
$23.2M
Puts
$95.2M
Net Calls
-$72M
Net Calls Change
+$59.7M
Name Holding Trade Value Shares
Change
Shares
Change %
TH
526
TCTC Holdings
Texas
$679K -$241K -7,348 -26%
WCM
527
Windsor Capital Management
Arizona
$674K -$4.49M -136,767 -87%
RWB
528
RMR Wealth Builders
New Jersey
$674K +$67.2K +2,043 +11%
SBIA
529
Sheaff Brock Investment Advisors
Indiana
$672K -$32.4K -985 -5%
SXL
530
Summit X LLC
Missouri
$666K +$3.66K +111 +0.6%
RCA
531
Ranch Capital Advisors
Florida
$660K -$37.3K -1,133 -5%
Kayne Anderson Rudnick Investment Management
532
Kayne Anderson Rudnick Investment Management
California
$660K +$101K +3,073 +18%
HCP
533
Hexagon Capital Partners
Arkansas
$659K +$1.18K +36 +0.2%
Mackenzie Financial
534
Mackenzie Financial
Ontario, Canada
$656K -$94K -2,861 -13%
PA
535
Parallel Advisors
California
$653K -$346K -10,515 -35%
EWA
536
EP Wealth Advisors
California
$649K +$111K +3,373 +21%
AWM
537
Altium Wealth Management
New York
$634K -$472K -14,355 -43%
GVAG
538
Great Valley Advisor Group
Delaware
$634K +$634K +19,282 New
TCA
539
Transcend Capital Advisors
New Jersey
$633K -$138K -4,195 -18%
LC
540
Lindbrook Capital
California
$631K +$377K +11,454 +148%
SFP
541
Sterling Financial Planning
New Jersey
$630K -$9.9K -301 -2%
HGERS
542
Householder Group Estate & Retirement Specialist
Arizona
$626K +$186K +5,657 +42%
CPA
543
Cardiff Park Advisors
California
$624K +$5.78K +176 +0.9%
DIA
544
Dana Investment Advisors
Wisconsin
$623K -$8.38K -255 -1%
PWP
545
Perfromance Wealth Partners
Illinois
$620K -$12.3K -375 -2%
Qube Research & Technologies (QRT)
546
Qube Research & Technologies (QRT)
United Kingdom
$619K +$305K +9,287 +97%
BTI
547
Blue Trust Inc
Georgia
$619K +$619K +17,000 New
NWM
548
Northwest Wealth Management
Iowa
$618K -$79.5K -2,417 -11%
PWMAG
549
Pinnacle Wealth Management Advisory Group
New Jersey
$616K -$496K -15,070 -45%
LMKC
550
L.M. Kohn & Company
Ohio
$615K +$5.2K +158 +0.9%