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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 %
CFG
551
Citizens Financial Group
Rhode Island
$613K -$74.1K -2,252 -11%
GKWIM
552
Gerber Kawasaki Wealth & Investment Management
California
$612K -$834K -24,000 -58%
WJA
553
Willis Johnson & Associates
Texas
$609K
AOWM
554
Alpha Omega Wealth Management
Virginia
$606K -$2.76K -84 -0.5%
PA
555
Procyon Advisors
Connecticut
$605K -$78.6K -2,388 -11%
CIC
556
Cutler Investment Counsel
Oregon
$601K -$83.6K -2,541 -12%
EGA
557
E&G Advisors
Texas
$601K
LWANC
558
Laurel Wealth Advisors (North Carolina)
North Carolina
$592K -$1.24M -37,575 -68%
SMC
559
Smith, Moore & Co
Missouri
$591K -$52.6K -1,601 -8%
VA
560
Valmark Advisers
Ohio
$586K -$49K -1,492 -8%
MCM
561
Maryland Capital Management
Maryland
$583K -$21.7K -660 -4%
RSC
562
Red Spruce Capital
Pennsylvania
$575K -$205K -6,246 -26%
AWM
563
Atticus Wealth Management
Florida
$571K -$66.7K -2,029 -10%
GWM
564
Greenwich Wealth Management
Connecticut
$571K
ATPW
565
Ashton Thomas Private Wealth
Arizona
$571K -$4.44K -135 -0.8%
BTWM
566
Baker Tilly Wealth Management
Wisconsin
$569K -$9.87K -300 -2%
WCG
567
Weaver Consulting Group
California
$566K -$2.17K -66 -0.4%
GEA
568
Glen Eagle Advisors
New Jersey
$561K -$124K -3,766 -18%
IAG
569
Investment Advisory Group
Massachusetts
$561K +$79.2K +2,406 +16%
BRM
570
Boston Research & Management
Massachusetts
$557K +$251K +7,641 +82%
AWM
571
Avior Wealth Management
Nebraska
$554K +$5.88K +179 +1%
WHC
572
Wulff, Hansen & Co
California
$553K -$64.3K -1,953 -10%
GA
573
GoalVest Advisory
New York
$552K -$62.7K -1,905 -10%
WPC
574
Waters Parkerson & Co
Louisiana
$551K
FWIA
575
Fort Washington Investment Advisors
Ohio
$548K