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iShares Preferred and Income Securities ETF

959 hedge funds and large institutions have $8.39B invested in iShares Preferred and Income Securities ETF in 2020 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 357 increasing their positions, 277 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+146
Holders Change %
+17.96%
% of All Funds
17.02%
Holding in Top 10
50
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.7%
% of All Funds
0.89%
New
201
Increased
357
Reduced
277
Closed
44
Calls
$13M
Puts
$19.4M
Net Calls
-$6.37M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
626
Founders Financial Alliance
North Carolina
$432K -$38.4K -997 -8%
SWM
627
Stockman Wealth Management
Montana
$431K +$42.7K +1,109 +11%
KMWM
628
Keudell/Morrison Wealth Management
Oregon
$430K
SC
629
Stolper & Co
Oklahoma
$424K -$7.62K -198 -2%
CPO
630
Cerity Partners OCIO
New York
$423K +$193 +5 +0%
JSL
631
JT Stratford LLC
Georgia
$422K -$45.5K -1,180 -10%
GJCM
632
Grand Jean Capital Management
California
$421K
BMCM
633
Bryn Mawr Capital Management
Pennsylvania
$421K +$40.4K +1,050 +11%
CA
634
CapWealth Advisors
Tennessee
$419K +$419K +10,869 New
GTAM
635
Global Trust Asset Management
Florida
$418K +$92.2K +2,395 +28%
SCM
636
Schnieders Capital Management
California
$411K -$9.51K -247 -2%
GSEP
637
Golden State Equity Partners
California
$406K +$406K +10,547 New
TPM
638
Triasima Portfolio Management
Quebec, Canada
$406K +$406K +10,550 New
MFW
639
Meristem Family Wealth
Minnesota
$405K
IHL
640
Investment House LLC
California
$403K +$24.1K +625 +6%
KC
641
Kingfisher Capital
North Carolina
$399K +$4.31K +112 +1%
GP
642
Girard Partners
Pennsylvania
$398K -$134K -3,482 -25%
LWAC
643
Laurel Wealth Advisors (California)
California
$395K -$2.2K -57 -0.6%
WMA
644
Wealth Management Associates
New Jersey
$389K -$13.7K -355 -3%
SCI
645
Stableford Capital II
Arizona
$388K +$14.5K +378 +4%
DOA
646
D'Orazio & Associates
Virginia
$388K +$254K +6,600 +191%
Cerity Partners
647
Cerity Partners
New York
$388K +$388K +10,071 New
BFA
648
Bragg Financial Advisors
North Carolina
$385K
TC
649
Telemus Capital
Michigan
$385K
TWA
650
TCI Wealth Advisors
Arizona
$384K +$13.8K +359 +4%