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iShares Preferred and Income Securities ETF

987 hedge funds and large institutions have $6.04B invested in iShares Preferred and Income Securities ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 302 increasing their positions, 456 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
-58
Holders Change %
-5.55%
% of All Funds
16.69%
Holding in Top 10
52
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.04%
% of All Funds
0.88%
New
81
Increased
302
Reduced
456
Closed
126
Calls
$23.2M
Puts
$95.2M
Net Calls
-$72M
Net Calls Change
+$59.7M
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
576
Merit Financial Group
Georgia
$547K +$26.9K +817 +5%
KPWS
577
Kestra Private Wealth Services
Texas
$546K -$350K -10,653 -39%
SW
578
SkyOak Wealth
Michigan
$543K -$51.2K -1,555 -9%
AMM
579
American Money Management
California
$537K -$17.8K -540 -3%
MCA
580
Magnolia Capital Advisors
Mississippi
$537K -$7.33K -223 -1%
PBF
581
Petix & Botte Financial
California
$531K -$538K -16,387 -50%
OPS
582
Orion Portfolio Solutions
Nebraska
$531K -$191K -5,825 -26%
GLA
583
Good Life Advisors
Pennsylvania
$531K -$44.4K -1,349 -8%
BAM
584
Brave Asset Management
New Jersey
$530K -$49.3K -1,500 -9%
SAS
585
Sanford Advisory Services
Michigan
$529K -$16.3K -496 -3%
ATC
586
Argent Trust Co
Tennessee
$526K -$379K -11,532 -42%
AWE
587
Avidian Wealth Enterprises
Texas
$526K -$47.1K -1,431 -8%
ACM
588
Ascendant Capital Management
California
$526K +$526K +16,000 New
SSW
589
Stone Summit Wealth
Florida
$524K -$173K -5,246 -25%
CSIA
590
Charles Schwab Investment Advisory
California
$518K +$182K +5,528 +54%
F4L
591
Fortune 45 LLC
Louisiana
$516K -$27.5K -838 -5%
TWM
592
Titus Wealth Management
California
$509K -$86.9K -2,644 -15%
BCM
593
Bluefin Capital Management
New York
$509K +$509K +15,455 New
GFS
594
GYL Financial Synergies
Connecticut
$505K +$15.4K +467 +3%
JAG
595
Journey Advisory Group
Kentucky
$504K +$162K +4,650 +47%
BL
596
BCWM LLC
Kansas
$499K -$35.1K -1,068 -7%
HSA
597
HBK Sorce Advisory
Pennsylvania
$497K -$617K -18,769 -55%
FB
598
Fulton Bank
Pennsylvania
$497K
VHAM
599
Van Hulzen Asset Management
California
$496K +$65K +1,974 +15%
PWP
600
Principle Wealth Partners
Connecticut
$495K +$12.6K +382 +3%