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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 %
SPFA
626
Summit Place Financial Advisors
New Jersey
$455K +$37.8K +1,150 +9%
FT
627
Fiduciary Trust
Massachusetts
$451K +$111K +3,383 +33%
PCA
628
Peddock Capital Advisors
Massachusetts
$449K -$237K -7,200 -35%
SNBOSCI
629
Security National Bank of Sioux City Iowa
Iowa
$448K
CWM
630
Chemistry Wealth Management
New York
$447K +$18.9K +576 +4%
NLP
631
Next Level Private
New York
$447K +$447K +13,592 New
IGWM
632
ICA Group Wealth Management
Colorado
$445K -$15.2K -443 -3%
AP
633
Americana Partners
Texas
$441K -$50K -1,522 -10%
RFN
634
RDA Financial Network
Iowa
$441K -$7.44K -226 -2%
KP
635
Keel Point
Alabama
$436K +$1.4K +40 +0.3%
HL
636
HeadInvest LLC
Maine
$434K
JCM
637
Jacobi Capital Management
Pennsylvania
$433K +$48.8K +1,486 +13%
SWA
638
SFMG Wealth Advisors
Texas
$432K +$66 +2 +0%
WBCM
639
Wilson & Boucher Capital Management
California
$431K -$13.2K -400 -3%
FFG
640
Fortem Financial Group
California
$429K -$135K -4,108 -24%
BB
641
Bell Bank
North Dakota
$428K +$7.57K +230 +2%
State Farm Mutual Automobile Insurance
642
State Farm Mutual Automobile Insurance
Illinois
$427K
IFA
643
Interactive Financial Advisors
Illinois
$426K -$97.6K -2,972 -19%
HCM
644
Highview Capital Management
Illinois
$425K -$1.49M -45,314 -78%
BWM
645
BerganKDV Wealth Management
Minnesota
$425K +$285K +8,680 +204%
MGIA
646
Moneta Group Investment Advisors
Missouri
$423K +$27.6K +839 +7%
BA
647
Bridge Advisory
California
$423K +$423K +12,773 New
CWM
648
Collaborative Wealth Management
Florida
$421K +$421K +12,805 New
WF
649
Warner Financial
Maryland
$418K +$1.02K +31 +0.2%
CCG
650
Cypress Capital Group
Florida
$417K -$58.7K -1,785 -12%