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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 %
BPA
601
Beacon Pointe Advisors
California
$494K -$178K -5,418 -26%
CA
602
CoreCap Advisors
Michigan
$493K -$81.2K -2,469 -14%
WFAG
603
Wescott Financial Advisory Group
Pennsylvania
$493K +$493K +15,000 New
CSIC
604
Clifford Swan Investment Counsel
California
$487K
HIA
605
Harbor Investment Advisory
Maryland
$486K -$132K -4,000 -21%
MA
606
MKT Advisors
California
$486K -$9.89K -298 -2%
PMG
607
ProVise Management Group
Florida
$485K
RG
608
Rathbones Group
United Kingdom
$485K
FFA
609
Founders Financial Alliance
North Carolina
$485K +$88.2K +2,683 +22%
RC
610
Reik & Co
New York
$485K +$108K +3,285 +29%
DG
611
DMC Group
Alabama
$484K +$1.02K +31 +0.2%
DAS
612
Dynamic Advisor Solutions
Arizona
$480K -$110K -3,338 -19%
FHC
613
First Heartland Consultants
Missouri
$480K +$67.5K +2,058 +16%
CSPIA
614
Cary Street Partners Investment Advisory
Virginia
$477K -$295K -8,960 -38%
AUB
615
Atlantic Union Bankshares
Virginia
$476K -$39K -1,187 -8%
GWSG
616
GPS Wealth Strategies Group
Colorado
$473K +$99 +3 +0%
ICG
617
InterOcean Capital Group
Tennessee
$473K +$473K +14,376 New
AWA
618
Arete Wealth Advisors
Illinois
$470K +$97.8K +2,970 +26%
CS
619
Comerica Securities
Michigan
$467K +$269K +8,197 +136%
EW
620
Evoke Wealth
California
$464K
VVP
621
Venture Visionary Partners
Ohio
$464K +$789 +24 +0.2%
EWA
622
Evolution Wealth Advisors
Florida
$462K +$68.4K +2,083 +17%
SC
623
Stolper & Co
Oklahoma
$460K +$1.35K +41 +0.3%
SBH
624
Segall Bryant & Hamill
Illinois
$458K -$60K -1,826 -12%
BA
625
Bristlecone Advisors
Washington
$456K