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iShares Preferred and Income Securities ETF

1,045 hedge funds and large institutions have $7.11B invested in iShares Preferred and Income Securities ETF in 2022 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 365 increasing their positions, 427 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,045
Holders Change
-54
Holders Change %
-4.91%
% of All Funds
16.54%
Holding in Top 10
46
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-28.13%
% of All Funds
0.73%
New
96
Increased
365
Reduced
427
Closed
135
Calls
$20.8M
Puts
$153M
Net Calls
-$132M
Net Calls Change
-$72.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WHC
576
Wulff, Hansen & Co
California
$683K +$66.7K +1,833 +11%
GA
577
GoalVest Advisory
New York
$680K +$680K +18,678 New
YIA
578
YHB Investment Advisors
Connecticut
$678K -$1.03M -28,400 -60%
LA
579
Latitude Advisors
Florida
$675K -$1.91M -52,414 -74%
WJA
580
Willis Johnson & Associates
Texas
$675K -$478K -13,117 -41%
LMKC
581
L.M. Kohn & Company
Ohio
$675K +$675K +18,533 New
AOWM
582
Alpha Omega Wealth Management
Virginia
$674K +$3.32K +91 +0.5%
ISL
583
Ingalls & Snyder LLC
New York
$674K +$237K +6,500 +54%
RWB
584
RMR Wealth Builders
New Jersey
$672K +$42.4K +1,165 +7%
SC
585
Seldon Capital
California
$670K
MCM
586
Maryland Capital Management
Maryland
$670K +$11.4K +312 +2%
CA
587
CGN Advisors
Kansas
$666K -$281K -7,722 -30%
EGA
588
E&G Advisors
Texas
$666K -$7.29K -200 -1%
TWM
589
Titus Wealth Management
California
$660K -$36.4K -1,000 -5%
SW
590
SkyOak Wealth
Michigan
$658K -$144K -3,956 -18%
DAS
591
Dynamic Advisor Solutions
Arizona
$653K +$126K +3,456 +24%
WFA
592
Websterrogers Financial Advisors
South Carolina
$647K +$647K +17,884 New
BAM
593
Brave Asset Management
New Jersey
$642K -$12.7M -349,039 -95%
BTWM
594
Baker Tilly Wealth Management
Wisconsin
$641K +$19.3K +530 +3%
ATPW
595
Ashton Thomas Private Wealth
Arizona
$637K -$581K -15,944 -48%
GLA
596
Good Life Advisors
Pennsylvania
$637K +$99.4K +2,730 +18%
CA
597
CoreCap Advisors
Michigan
$636K -$16.1K -441 -2%
AWE
598
Avidian Wealth Enterprises
Texas
$634K +$364 +10 +0.1%
GWM
599
Greenwich Wealth Management
Connecticut
$632K
IWM
600
IHT Wealth Management
Illinois
$629K -$148K -4,074 -19%