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iShares Preferred and Income Securities ETF

971 hedge funds and large institutions have $8.2B invested in iShares Preferred and Income Securities ETF in 2021 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 475 increasing their positions, 245 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
Holders Change
+9
Holders Change %
+0.94%
% of All Funds
17.05%
Holding in Top 10
54
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20%
% of All Funds
0.95%
New
74
Increased
475
Reduced
245
Closed
54
Calls
$336M
Puts
$16.2M
Net Calls
+$320M
Net Calls Change
+$352M
Name Holding Trade Value Shares
Change
Shares
Change %
WCG
576
Weaver Consulting Group
California
$638K +$117 +3 +0%
BPA
577
Beacon Pointe Advisors
California
$637K +$637K +16,417 New
RC
578
Reik & Co
New York
$634K
ATC
579
Argent Trust Co
Tennessee
$634K +$118K +3,050 +23%
BB
580
Bell Bank
North Dakota
$631K
AWA
581
Arete Wealth Advisors
Illinois
$630K -$10.8K -279 -2%
DIA
582
Dana Investment Advisors
Wisconsin
$630K +$7.99K +206 +1%
GRP
583
Global Retirement Partners
California
$628K +$44.9K +1,159 +8%
RG
584
Retirement Group
California
$628K +$128K +3,308 +26%
MFW
585
Meristem Family Wealth
Minnesota
$621K
Kayne Anderson Rudnick Investment Management
586
Kayne Anderson Rudnick Investment Management
California
$621K +$41.3K +1,063 +7%
PMG
587
ProVise Management Group
Florida
$620K
WHG
588
Westwood Holdings Group
Texas
$619K -$22.9K -590 -4%
HCP
589
Hexagon Capital Partners
Arkansas
$619K +$135K +3,488 +28%
SCM
590
Stonehearth Capital Management
Massachusetts
$618K -$27.7K -713 -4%
FWIA
591
Fort Washington Investment Advisors
Ohio
$616K -$1.94K -50 -0.3%
RFN
592
RDA Financial Network
Iowa
$612K -$7.37K -190 -1%
PWP
593
Principle Wealth Partners
Connecticut
$612K
MCM
594
Maryland Capital Management
Maryland
$606K +$27.1K +699 +5%
CCG
595
Cypress Capital Group
Florida
$598K -$5.82K -150 -1%
WP
596
WealthPLAN Partners
Nebraska
$596K +$44.5K +1,146 +8%
RIM
597
Rockbridge Investment Management
New York
$590K +$20.8K +535 +4%
FB
598
Fulton Bank
Pennsylvania
$587K
NIC
599
Northwest Investment Counselors
Oregon
$585K -$54.3K -1,397 -8%
CSIC
600
Clifford Swan Investment Counsel
California
$582K