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iShares Preferred and Income Securities ETF

959 hedge funds and large institutions have $8.39B invested in iShares Preferred and Income Securities ETF in 2020 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 357 increasing their positions, 277 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+146
Holders Change %
+17.96%
% of All Funds
17.02%
Holding in Top 10
50
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.7%
% of All Funds
0.89%
New
201
Increased
357
Reduced
277
Closed
44
Calls
$13M
Puts
$19.4M
Net Calls
-$6.37M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CSIA
551
Charles Schwab Investment Advisory
California
$594K +$594K +15,447 New
FWIA
552
Fort Washington Investment Advisors
Ohio
$590K
Carson Wealth (CWM LLC)
553
Carson Wealth (CWM LLC)
Nebraska
$587K
FB
554
Fulton Bank
Pennsylvania
$582K
BHWM
555
Bar Harbor Wealth Management
New Hampshire
$582K +$131K +3,400 +29%
RVPG
556
Relative Value Partners Group
$580K -$33.7K -876 -5%
BCM
557
Bowie Capital Management
Texas
$578K
CK
558
Cohen Klingenstein
New York
$578K
GC
559
Guggenheim Capital
Illinois
$578K +$237K +6,170 +70%
VVP
560
Venture Visionary Partners
Ohio
$578K +$578K +15,020 New
GFS
561
GYL Financial Synergies
Connecticut
$577K -$64.1K -1,665 -10%
CC
562
Cornerstone Capital
California
$573K
Kayne Anderson Rudnick Investment Management
563
Kayne Anderson Rudnick Investment Management
California
$573K +$31.4K +816 +6%
WP
564
WealthPLAN Partners
Nebraska
$572K +$273K +7,164 +91%
BFA
565
Beaumont Financial Advisors
Massachusetts
$563K +$308K +7,974 +121%
CL
566
Choreo LLC
Illinois
$559K -$8.47K -220 -1%
CSIC
567
Clifford Swan Investment Counsel
California
$559K -$5.39K -140 -1%
RCAG
568
Rehmann Capital Advisory Group
Michigan
$551K -$86.9K -2,256 -14%
RFWA
569
RPg Family Wealth Advisory
Massachusetts
$550K -$10.4K -271 -2%
AC
570
Alexandria Capital
Virginia
$546K
WP
571
WealthShield Partners
North Carolina
$543K -$609K -15,806 -53%
SB
572
Sunflower Bank
Texas
$542K +$542K +14,090 New
WPC
573
Waters Parkerson & Co
Louisiana
$541K
ATPW
574
Ashton Thomas Private Wealth
Arizona
$539K +$102K +2,659 +23%
HCIA
575
Hochman Cole Investment Advisors
Illinois
$534K -$1.04K -27 -0.2%