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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 %
SBIA
576
Sheaff Brock Investment Advisors
Indiana
$855K +$40.8K +1,036 +5%
GIA
577
Gladstone Institutional Advisory
Florida
$843K -$182K -4,624 -18%
IWM
578
IHT Wealth Management
Illinois
$842K -$335K -8,499 -28%
VCM
579
Virtue Capital Management
Tennessee
$840K -$21K -534 -2%
TCBWMS
580
Texas Capital Bank Wealth Management Services
Texas
$836K +$260K +6,585 +45%
CA
581
Cumberland Advisors
Florida
$828K
GEA
582
Glen Eagle Advisors
New Jersey
$826K +$66.5K +1,686 +9%
BG
583
Benedetti & Gucer
Georgia
$825K +$11.6K +295 +1%
SA
584
Stonebridge Advisors
Connecticut
$823K +$823K +20,877 New
RCA
585
Ranch Capital Advisors
Florida
$822K -$12.1K -306 -1%
ATC
586
Argent Trust Co
Tennessee
$820K +$176K +4,474 +27%
ACK
587
Andrew C. Karlinski
$812K +$812K +20,604 New
SMC
588
Smith, Moore & Co
Missouri
$811K +$40.6K +1,029 +5%
AAIM
589
Asset Advisors Investment Management
Georgia
$811K +$88.7K +2,250 +12%
RSC
590
Red Spruce Capital
Pennsylvania
$801K +$46.1K +1,170 +6%
KPCM
591
Kings Point Capital Management
New York
$796K +$106K +2,700 +15%
VA
592
Valmark Advisers
Ohio
$794K -$31K -786 -4%
PWM
593
Perigon Wealth Management
California
$789K -$56.2K -1,425 -7%
HCP
594
Hexagon Capital Partners
Arkansas
$789K +$160K +4,047 +25%
SCA
595
Snowden Capital Advisors
New York
$788K -$254K -6,435 -24%
LSA
596
Lion Street Advisors
Texas
$785K +$33.6K +850 +4%
CCA
597
Cadent Capital Advisors
Oklahoma
$785K +$69.2K +1,754 +10%
CCA
598
Checchi Capital Advisers
California
$772K
IIC
599
Integrated Investment Consultants
Michigan
$769K +$769K +19,500 New
SFP
600
Sterling Financial Planning
New Jersey
$763K +$3.23K +82 +0.4%