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iShares Preferred and Income Securities ETF

947 hedge funds and large institutions have $5.57B invested in iShares Preferred and Income Securities ETF in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 284 increasing their positions, 427 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
947
Holders Change
-40
Holders Change %
-4.05%
% of All Funds
16.38%
Holding in Top 10
51
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.92%
% of All Funds
0.88%
New
62
Increased
284
Reduced
427
Closed
90
Calls
$20.7M
Puts
$69.3M
Net Calls
-$48.6M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Shares
Change %
First Manhattan
526
First Manhattan
New York
$596K -$484K -15,300 -45%
HCM
527
Hollencrest Capital Management
California
$595K -$69.7K -2,201 -10%
BTI
528
Blue Trust Inc
Georgia
$595K +$36.3K +1,105 +7%
SW
529
SkyOak Wealth
Michigan
$595K +$72.1K +2,275 +14%
TCA
530
Transcend Capital Advisors
New Jersey
$593K -$17K -535 -3%
DIA
531
Dana Investment Advisors
Wisconsin
$593K -$6.93K -219 -1%
LMKC
532
L.M. Kohn & Company
Ohio
$593K +$254 +8 +0%
WJA
533
Willis Johnson & Associates
Texas
$589K +$1.65K +52 +0.3%
RCA
534
Ranch Capital Advisors
Florida
$586K -$49.6K -1,565 -8%
PWP
535
Perfromance Wealth Partners
Illinois
$584K -$13K -410 -2%
AWM
536
Axxcess Wealth Management
California
$584K +$584K +18,428 New
PA
537
Procyon Advisors
Connecticut
$581K -$1.33K -42 -0.2%
EGA
538
E&G Advisors
Texas
$579K
AOWM
539
Alpha Omega Wealth Management
Virginia
$578K -$4.97K -157 -0.9%
MCM
540
Maryland Capital Management
Maryland
$576K +$14.3K +450 +3%
Kayne Anderson Rudnick Investment Management
541
Kayne Anderson Rudnick Investment Management
California
$574K -$64.8K -2,041 -10%
SMC
542
Smith, Moore & Co
Missouri
$574K +$4.81K +152 +0.8%
VA
543
Valmark Advisers
Ohio
$572K +$7.19K +227 +1%
AWM
544
Atticus Wealth Management
Florida
$571K
BC
545
Barrett & Company
Rhode Island
$566K +$566K +18,547 New
CF
546
Centaurus Financial
California
$563K -$431K -13,599 -43%
WPC
547
Wedmont Private Capital
Pennsylvania
$558K +$558K +17,622 New
SS
548
Sunbelt Securities
Texas
$554K -$211K -6,650 -28%
CIC
549
Cutler Investment Counsel
Oregon
$554K -$24.2K -765 -4%
RSC
550
Red Spruce Capital
Pennsylvania
$554K