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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 %
JC
601
JB Capital
Connecticut
$629K -$12.9K -354 -2%
WCG
602
Weaver Consulting Group
California
$629K +$30.6K +841 +5%
MHR
603
Matthew Hamilton Rosenberg
$627K -$224K -6,152 -26%
FFG
604
Fortem Financial Group
California
$625K -$282K -7,732 -31%
Kayne Anderson Rudnick Investment Management
605
Kayne Anderson Rudnick Investment Management
California
$620K -$7.82K -215 -1%
AMM
606
American Money Management
California
$615K -$21.9K -600 -3%
WPC
607
Waters Parkerson & Co
Louisiana
$610K -$36 -1 -0%
FWIA
608
Fort Washington Investment Advisors
Ohio
$607K -$7.28K -200 -1%
AWM
609
Avior Wealth Management
Nebraska
$607K +$76.3K +2,098 +14%
MCA
610
Magnolia Capital Advisors
Mississippi
$604K +$100K +2,747 +20%
SAS
611
Sanford Advisory Services
Michigan
$603K -$3.93K -108 -0.6%
F4L
612
Fortune 45 LLC
Louisiana
$602K +$316K +8,679 +110%
EWA
613
EP Wealth Advisors
California
$596K -$378K -10,390 -39%
BL
614
BCWM LLC
Kansas
$592K +$15.1K +415 +3%
IFA
615
Interactive Financial Advisors
Illinois
$580K +$287K +7,881 +98%
RIM
616
Rockbridge Investment Management
New York
$577K +$27.4K +758 +5%
WP
617
WealthPLAN Partners
Nebraska
$576K +$54.5K +1,603 +10%
MFG
618
Merit Financial Group
Georgia
$576K +$302K +8,304 +111%
WIM
619
WealthPlan Investment Management
Nebraska
$576K +$576K +16,952 New
SCM
620
Stonehearth Capital Management
Massachusetts
$575K +$80.1K +2,200 +16%
ERWM
621
Elk River Wealth Management
Colorado
$574K -$40.8K -1,119 -7%
SBH
622
Segall Bryant & Hamill
Illinois
$572K +$572K +15,756 New
AUB
623
Atlantic Union Bankshares
Virginia
$571K -$10.3K -283 -2%
WAM
624
Worth Asset Management
Texas
$564K +$564K +17,175 New
FB
625
Fulton Bank
Pennsylvania
$550K