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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 %
IAIM
551
Industrial Alliance Investment Management
Quebec, Canada
$974K +$974K +24,710 New
RZH
552
Relyea Zuckerberg Hanson
Connecticut
$974K +$974K +25,600 New
Betterment LLC
553
Betterment LLC
New York
$970K +$175K +4,437 +22%
TNBTD
554
Trustmark National Bank Trust Department
Mississippi
$962K -$26.7K -677 -3%
AWA
555
Aletheian Wealth Advisors
Washington
$962K +$962K +24,407 New
BHWM
556
Bar Harbor Wealth Management
New Hampshire
$958K -$8.87K -225 -0.9%
UMC
557
United Maritime Capital
New York
$946K -$49.3K -1,250 -5%
PAG
558
Powers Advisory Group
Illinois
$942K +$942K +23,886 New
MYIA
559
Mount Yale Investment Advisors
Colorado
$940K +$940K +23,840 New
HVM
560
Harvest Volatility Management
Connecticut
$929K +$929K +23,573 New
AFC
561
AFT Forsyth & Company
Florida
$924K -$193K -4,904 -17%
MHR
562
Matthew Hamilton Rosenberg
$922K +$644K +16,316 +231%
FAIM
563
Financial Advocates Investment Management
Washington
$915K -$2.5M -69,496 -73%
EL
564
EQ LLC
Washington
$913K -$2.37K -60 -0.3%
KCA
565
Karn Couzens & Associates
Connecticut
$901K +$99.1K +2,515 +12%
Mackenzie Financial
566
Mackenzie Financial
Ontario, Canada
$894K +$32K +811 +4%
NA
567
Nottingham Advisors
New York
$880K
FCA
568
FinTrust Capital Advisors
South Carolina
$875K +$17.3K +438 +2%
I
569
INVST
Indiana
$873K -$54.5K -1,529 -6%
BC
570
Burney Company
Virginia
$873K -$33.4K -848 -4%
CWM
571
Curi Wealth Management
North Carolina
$873K +$18.8K +476 +2%
CSPIA
572
Cary Street Partners Investment Advisory
Virginia
$871K +$41.9K +1,062 +5%
SW
573
SkyOak Wealth
Michigan
$868K +$1.74K +44 +0.2%
DCM
574
Delta Capital Management
New Jersey
$861K +$12.4K +315 +1%
I2I
575
Insight 2811 Inc
Illinois
$857K +$33.5K +849 +4%