PFF icon

iShares Preferred and Income Securities ETF

1,099 hedge funds and large institutions have $8.75B invested in iShares Preferred and Income Securities ETF in 2021 Q4 according to their latest regulatory filings, with 203 funds opening new positions, 468 increasing their positions, 269 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
+128
Holders Change %
+13.18%
% of All Funds
16.97%
Holding in Top 10
64
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+18.52%
% of All Funds
0.99%
New
203
Increased
468
Reduced
269
Closed
63
Calls
$12.5M
Puts
$72.1M
Net Calls
-$59.6M
Net Calls Change
-$380M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
626
Greenwich Wealth Management
Connecticut
$684K -$11K -279 -2%
RWB
627
RMR Wealth Builders
New Jersey
$682K +$105K +2,657 +18%
Kayne Anderson Rudnick Investment Management
628
Kayne Anderson Rudnick Investment Management
California
$679K +$50.9K +1,294 +8%
BTWM
629
Baker Tilly Wealth Management
Wisconsin
$673K +$4.02K +102 +0.6%
ST
630
Sabal Trust
Florida
$669K
WHC
631
Wulff, Hansen & Co
California
$667K +$667K +16,925 New
FWIA
632
Fort Washington Investment Advisors
Ohio
$666K +$39.5K +1,000 +6%
ERWM
633
Elk River Wealth Management
Colorado
$665K -$106K -2,688 -14%
PBF
634
Petix & Botte Financial
California
$663K -$810K -20,564 -55%
WPC
635
Waters Parkerson & Co
Louisiana
$660K
SIS
636
Sound Income Strategies
Florida
$658K -$112K -2,834 -15%
DG
637
DMC Group
Alabama
$658K +$658K +17,834 New
SAS
638
Sanford Advisory Services
Michigan
$657K -$59.6K -1,513 -8%
OHWP
639
Oak Harbor Wealth Partners
North Carolina
$649K +$649K +16,468 New
WCG
640
Weaver Consulting Group
California
$648K +$118 +3 +0%
SSW
641
Stone Summit Wealth
Florida
$646K +$646K +16,246 New
Fayez Sarofim & Co
642
Fayez Sarofim & Co
Texas
$645K +$645K +16,346 New
RC
643
Reik & Co
New York
$644K
WPC
644
Wedmont Private Capital
Pennsylvania
$643K +$643K +16,555 New
MFW
645
Meristem Family Wealth
Minnesota
$641K +$9.62K +244 +2%
PMG
646
ProVise Management Group
Florida
$630K -$39 -1 -0%
AUB
647
Atlantic Union Bankshares
Virginia
$629K +$45.7K +1,158 +8%
GFS
648
GYL Financial Synergies
Connecticut
$627K +$36.4K +923 +6%
BL
649
BCWM LLC
Kansas
$624K +$144K +3,666 +30%
OCM
650
Objective Capital Management
Ohio
$620K +$620K +15,712 New