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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 %
PWP
576
Principle Wealth Partners
Connecticut
$620K +$10.1K +258 +2%
CCG
577
Cypress Capital Group
Florida
$612K -$3.93K -100 -0.6%
FB
578
Fulton Bank
Pennsylvania
$595K
TCBWMS
579
Texas Capital Bank Wealth Management Services
Texas
$591K +$50.6K +1,286 +9%
GRP
580
Global Retirement Partners
California
$591K +$189K +4,819 +47%
MFG
581
MidWestOne Financial Group
Iowa
$591K +$316K +8,022 +115%
BCM
582
Bowie Capital Management
Texas
$590K
CK
583
Cohen Klingenstein
New York
$590K
Carson Wealth (CWM LLC)
584
Carson Wealth (CWM LLC)
Nebraska
$587K
MCM
585
Maryland Capital Management
Maryland
$587K +$275K +7,003 +88%
Kayne Anderson Rudnick Investment Management
586
Kayne Anderson Rudnick Investment Management
California
$586K -$3.07K -78 -0.5%
PRWA
587
Platte River Wealth Advisors
Colorado
$586K +$586K +14,905 New
AAIM
588
Asset Advisors Investment Management
Georgia
$585K -$183K -4,645 -24%
CSIC
589
Clifford Swan Investment Counsel
California
$584K
CL
590
Choreo LLC
Illinois
$582K +$6.84K +174 +1%
WMA
591
Wealth Management Associates
New Jersey
$581K -$9.83K -250 -2%
RIM
592
Rockbridge Investment Management
New York
$577K +$135K +3,442 +31%
TWA
593
TCI Wealth Advisors
Arizona
$571K +$145K +3,694 +34%
GFS
594
GYL Financial Synergies
Connecticut
$569K +$7.44K +189 +1%
AUB
595
Atlantic Union Bankshares
Virginia
$569K +$34.5K +876 +6%
GSEP
596
Golden State Equity Partners
California
$566K +$163K +4,145 +40%
Luther King Capital Management (LKCM)
597
Luther King Capital Management (LKCM)
Texas
$565K -$237K
SAS
598
Stelac Advisory Services
New York
$563K +$92K +2,338 +20%
GM
599
GeoWealth Management
Illinois
$559K +$9.7K +246 +2%
WP
600
WealthPLAN Partners
Nebraska
$556K +$11.9K +304 +2%