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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 %
KCA
551
Karn Couzens & Associates
Connecticut
$686K +$324K +8,237 +90%
TNBTD
552
Trustmark National Bank Trust Department
Mississippi
$684K
GA
553
GoalVest Advisory
New York
$681K +$9.72K +247 +1%
SAS
554
Sanford Advisory Services
Michigan
$680K +$60K +1,525 +10%
AMM
555
American Money Management
California
$678K
MFM
556
Mirsky Financial Management
New York
$676K +$350K +8,889 +107%
Simplex Trading
557
Simplex Trading
Illinois
$674K +$674K +17,144 New
ST
558
Sabal Trust
Florida
$668K +$1.34K +34 +0.2%
RSC
559
Red Spruce Capital
Pennsylvania
$668K +$297K +7,549 +80%
BTWM
560
Baker Tilly Wealth Management
Wisconsin
$667K -$13.1K -334 -2%
SCM
561
Stonehearth Capital Management
Massachusetts
$654K
MCM
562
MV Capital Management
Maryland
$652K -$14.8K -377 -2%
WHG
563
Westwood Holdings Group
Texas
$650K +$113K +2,861 +21%
NIC
564
Northwest Investment Counselors
Oregon
$647K -$62.3K -1,585 -9%
WCG
565
Weaver Consulting Group
California
$646K +$79 +2 +0%
RC
566
Reik & Co
New York
$643K
FHC
567
First Horizon Corporation
Tennessee
$641K +$330K +8,379 +106%
BB
568
Bell Bank
North Dakota
$640K
DIA
569
Dana Investment Advisors
Wisconsin
$631K +$70.9K +1,802 +13%
MFW
570
Meristem Family Wealth
Minnesota
$630K +$216K +5,500 +52%
CA
571
CGN Advisors
Kansas
$630K +$240K +6,109 +62%
PMG
572
ProVise Management Group
Florida
$629K
RFN
573
RDA Financial Network
Iowa
$628K -$113K -2,870 -15%
FWIA
574
Fort Washington Investment Advisors
Ohio
$627K +$23.6K +600 +4%
IC
575
Inscription Capital
Texas
$620K -$408K -10,374 -40%