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iShares Preferred and Income Securities ETF

947 hedge funds and large institutions have $5.57B invested in iShares Preferred and Income Securities ETF in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 284 increasing their positions, 427 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
947
Holders Change
-40
Holders Change %
-4.05%
% of All Funds
16.38%
Holding in Top 10
51
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.92%
% of All Funds
0.88%
New
62
Increased
284
Reduced
427
Closed
90
Calls
$20.7M
Puts
$69.3M
Net Calls
-$48.6M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CCG
601
Cypress Capital Group
Florida
$454K +$52.3K +1,650 +13%
CAG
602
Csenge Advisory Group
Florida
$452K +$255K +8,060 +130%
TC
603
TAGStone Capital
North Carolina
$451K +$451K +14,230 New
CWM
604
Chemistry Wealth Management
New York
$449K +$18.1K +571 +4%
EW
605
Evoke Wealth
California
$447K
EWA
606
Evolution Wealth Advisors
Florida
$445K
PMG
607
ProVise Management Group
Florida
$443K -$23.9K -755 -5%
CSPIA
608
Cary Street Partners Investment Advisory
Virginia
$442K -$17.6K -556 -4%
SBH
609
Segall Bryant & Hamill
Illinois
$442K
BA
610
Bristlecone Advisors
Washington
$439K
FT
611
Fiduciary Trust
Massachusetts
$435K
HL
612
HeadInvest LLC
Maine
$435K +$16.9K +532 +4%
CA
613
CoreCap Advisors
Michigan
$434K -$40.6K -1,282 -9%
SNBOSCI
614
Security National Bank of Sioux City Iowa
Iowa
$431K
SC
615
Slow Capital
California
$431K +$95.6K +3,016 +28%
AP
616
Americana Partners
Texas
$424K
SCA
617
Stokes Capital Advisors
South Carolina
$422K -$1.23M -38,660 -74%
EWA
618
EP Wealth Advisors
California
$420K -$205K -6,484 -33%
JCM
619
Jacobi Capital Management
Pennsylvania
$418K +$570 +18 +0.1%
WBCM
620
Wilson & Boucher Capital Management
California
$415K
FFG
621
Fortem Financial Group
California
$413K -$856 -27 -0.2%
PA
622
Parallel Advisors
California
$412K -$216K -6,833 -34%
AUB
623
Atlantic Union Bankshares
Virginia
$412K -$46.4K -1,467 -10%
State Farm Mutual Automobile Insurance
624
State Farm Mutual Automobile Insurance
Illinois
$412K
HIP
625
HUB Investment Partners
Texas
$409K -$1.81M -57,254 -82%