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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 %
AWM
551
Avior Wealth Management
Nebraska
$549K +$15.7K +496 +3%
IAG
552
Investment Advisory Group
Massachusetts
$540K +$222 +7 +0%
TCBWMS
553
Texas Capital Bank Wealth Management Services
Texas
$538K -$142K -4,495 -21%
GWM
554
Greenwich Wealth Management
Connecticut
$537K -$12.7K -400 -2%
WCG
555
Weaver Consulting Group
California
$532K -$12.6K -397 -2%
WHC
556
Wulff, Hansen & Co
California
$532K
NWM
557
Northwest Wealth Management
Iowa
$529K -$66.4K -2,095 -11%
BL
558
BCWM LLC
Kansas
$529K +$47.8K +1,507 +10%
KPWS
559
Kestra Private Wealth Services
Texas
$528K +$2.47K +78 +0.5%
FWIA
560
Fort Washington Investment Advisors
Ohio
$527K -$1.59K -50 -0.3%
WANY
561
Wealthspire Advisors (New York)
New York
$522K -$209K -6,580 -29%
MCA
562
Magnolia Capital Advisors
Mississippi
$520K +$2.66K +84 +0.5%
IC
563
Inscription Capital
Texas
$518K -$439K -13,835 -46%
BTWM
564
Baker Tilly Wealth Management
Wisconsin
$518K -$29.6K -934 -5%
IFA
565
Interactive Financial Advisors
Illinois
$518K +$107K +3,380 +26%
HGERS
566
Householder Group Estate & Retirement Specialist
Arizona
$516K -$87K -2,749 -14%
PBF
567
Petix & Botte Financial
California
$515K +$3.42K +108 +0.7%
GLA
568
Good Life Advisors
Pennsylvania
$514K +$2.94K +93 +0.6%
SRC
569
Sage Rhino Capital
California
$512K -$147K -4,638 -22%
BAM
570
Brave Asset Management
New Jersey
$511K
GEA
571
Glen Eagle Advisors
New Jersey
$510K -$30.5K -963 -6%
KCIA
572
Kingsbury Capital Investment Advisors
Illinois
$510K +$119K +3,757 +30%
CAWM
573
Capital Advisors Wealth Management
Washington
$507K +$107K +3,371 +27%
WIM
574
WealthPlan Investment Management
Nebraska
$504K +$504K +15,889 New
VVP
575
Venture Visionary Partners
Ohio
$503K +$56.5K +1,785 +13%