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iShares Preferred and Income Securities ETF

951 hedge funds and large institutions have $7.39B invested in iShares Preferred and Income Securities ETF in 2021 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 426 increasing their positions, 296 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
951
Holders Change
-8
Holders Change %
-0.83%
% of All Funds
16.75%
Holding in Top 10
45
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10%
% of All Funds
0.79%
New
86
Increased
426
Reduced
296
Closed
84
Calls
$4.54M
Puts
$58.9M
Net Calls
-$54.3M
Net Calls Change
-$48M
Name Holding Trade Value Shares
Change
Shares
Change %
TF
626
TimeScale Financial
Massachusetts
$448K +$1.38K +36 +0.3%
LWAC
627
Laurel Wealth Advisors (California)
California
$442K +$48K +1,249 +12%
RIM
628
Rockbridge Investment Management
New York
$431K
KMWM
629
Keudell/Morrison Wealth Management
Oregon
$429K
KC
630
Kingfisher Capital
North Carolina
$428K +$29.8K +775 +7%
PFC
631
Phocas Financial Corp
California
$424K +$424K +11,036 New
CA
632
CapWealth Advisors
Tennessee
$423K +$5.91K +154 +1%
GJCM
633
Grand Jean Capital Management
California
$420K
BMCM
634
Bryn Mawr Capital Management
Pennsylvania
$420K
BI
635
Ballast Inc
Kentucky
$419K +$36.8K +960 +10%
TWA
636
TCI Wealth Advisors
Arizona
$416K +$32.9K +856 +9%
SC
637
Stolper & Co
Oklahoma
$415K -$7.48K -195 -2%
WAP
638
Wealthcare Advisory Partners
Pennsylvania
$414K +$106K +2,774 +35%
CPO
639
Cerity Partners OCIO
New York
$410K -$10.9K -283 -3%
GTAM
640
Global Trust Asset Management
Florida
$410K -$6.33K -165 -2%
RMC
641
Resources Management Corp
Connecticut
$410K +$246K +6,420 +150%
MFW
642
Meristem Family Wealth
Minnesota
$404K
DOA
643
D'Orazio & Associates
Virginia
$396K +$9.22K +240 +2%
WIA
644
World Investment Advisors
California
$396K +$107K +2,815 +37%
IIA
645
IPG Investment Advisors
California
$396K +$396K +10,305 New
SCI
646
Stableford Capital II
Arizona
$395K +$7.57K +197 +2%
AFP
647
Ausdal Financial Partners
Iowa
$394K -$105K -2,747 -21%
GSEP
648
Golden State Equity Partners
California
$393K -$11.9K -311 -3%
GRP
649
Global Retirement Partners
California
$392K +$94.6K +2,466 +32%
PA
650
Perennial Advisors
New York
$390K +$21.1K +550 +6%