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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 %
PWP
601
Perfromance Wealth Partners
Illinois
$758K +$758K +19,233 New
KPWS
602
Kestra Private Wealth Services
Texas
$755K -$117K -2,978 -13%
TWM
603
Titus Wealth Management
California
$754K -$12.3K -313 -2%
ACM
604
AlphaStar Capital Management
North Carolina
$749K -$468K -12,119 -38%
RF
605
Resolute Financial
Massachusetts
$748K +$748K +18,973 New
HIA
606
Harbor Investment Advisory
Maryland
$740K
Capital Fund Management (CFM)
607
Capital Fund Management (CFM)
France
$738K -$616K -15,616 -45%
CPA
608
Cardiff Park Advisors
California
$738K +$738K +18,714 New
WPW
609
Waldron Private Wealth
Pennsylvania
$730K
EGA
610
E&G Advisors
Texas
$729K
SC
611
Seldon Capital
California
$725K +$725K +18,392 New
SRC
612
Sage Rhino Capital
California
$721K -$68.5K -1,739 -9%
CFG
613
Citizens Financial Group
Rhode Island
$720K -$55.2K -1,400 -7%
AOWM
614
Alpha Omega Wealth Management
Virginia
$715K +$7.42K +191 +1%
MCM
615
Maryland Capital Management
Maryland
$713K +$96.5K +2,447 +16%
IRC
616
Investors Research Corp
Georgia
$709K +$427K +10,817 +151%
CA
617
CoreCap Advisors
Michigan
$706K +$706K +17,899 New
QFA
618
Quattro Financial Advisors
Texas
$705K -$11.7M -296,154 -94%
AWM
619
Atticus Wealth Management
Florida
$704K -$60.7K -1,539 -8%
DIA
620
Dana Investment Advisors
Wisconsin
$696K +$56K +1,422 +9%
JC
621
JB Capital
Connecticut
$695K +$695K +17,621 New
MCM
622
Monument Capital Management
Virginia
$689K -$129K -3,279 -16%
AMM
623
American Money Management
California
$689K
AWE
624
Avidian Wealth Enterprises
Texas
$686K +$686K +17,410 New
SXL
625
Summit X LLC
Missouri
$684K -$16.7K -423 -2%