PFF icon

iShares Preferred and Income Securities ETF

951 hedge funds and large institutions have $7.39B invested in iShares Preferred and Income Securities ETF in 2021 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 426 increasing their positions, 296 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
951
Holders Change
-8
Holders Change %
-0.83%
% of All Funds
16.75%
Holding in Top 10
45
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10%
% of All Funds
0.79%
New
86
Increased
426
Reduced
296
Closed
84
Calls
$4.54M
Puts
$58.9M
Net Calls
-$54.3M
Net Calls Change
-$48M
Name Holding Trade Value Shares
Change
Shares
Change %
KFC
601
Klingenstein Fields & Co
New York
$500K
MGIA
602
Moneta Group Investment Advisors
Missouri
$497K +$198K +5,153 +66%
JCM
603
Jacobi Capital Management
Pennsylvania
$496K +$26.2K +683 +6%
AIC
604
Archer Investment Corporation
Indiana
$495K
ADBIC
605
A.D. Beadell Investment Counsel
Wisconsin
$492K
LWA
606
Lenox Wealth Advisors
New York
$491K
CCMW
607
Cypress Capital Management (Wyoming)
Wyoming
$491K
MWM
608
Mattern Wealth Management
Kansas
$489K +$115 +3 +0%
SG
609
Somerset Group
Minnesota
$486K
CFO
610
Collective Family Office
Pennsylvania
$482K +$482K +12,546 New
SCM
611
Schnieders Capital Management
California
$479K +$69.1K +1,800 +17%
Prudential Financial
612
Prudential Financial
New Jersey
$479K +$106K +2,753 +28%
BWM
613
BerganKDV Wealth Management
Minnesota
$473K -$153K -3,991 -24%
VVP
614
Venture Visionary Partners
Ohio
$472K -$104K -2,708 -18%
FA
615
Fagan Associates
New York
$470K +$11.3K +295 +2%
CWM
616
Collaborative Wealth Management
Florida
$470K +$470K +12,894 New
VHAM
617
Van Hulzen Asset Management
California
$469K -$13.2K -345 -3%
CWM
618
Curi Wealth Management
North Carolina
$466K +$147K +3,827 +46%
GIA
619
Granite Investment Advisors
New Hampshire
$461K -$211K -5,500 -31%
PCWA
620
Pacific Capital Wealth Advisors
California
$461K +$422 +11 +0.1%
SAS
621
Stelac Advisory Services
New York
$459K -$797K -20,764 -63%
RG
622
Retirement Group
California
$454K -$11.3K -295 -2%
WTC
623
WhitTier Trust Company
Nevada
$449K
FFA
624
Founders Financial Alliance
North Carolina
$449K +$18.6K +484 +4%
FSA
625
Fort Sheridan Advisors
Illinois
$449K +$102K +2,655 +29%