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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 %
BI
651
Ballast Inc
Kentucky
$383K +$36.3K +945 +10%
FFWM
652
Future Financial Wealth Management
Ohio
$383K +$383K +9,950 New
AWM
653
AllSquare Wealth Management
New York
$382K +$308K +8,000 +417%
BWP
654
Bernardo Wealth Planning
Pennsylvania
$380K +$37.3K +969 +11%
PFGIA
655
Patriot Financial Group Insurance Agency
Massachusetts
$380K +$335K +8,692 +736%
CBN
656
Cadence Bank NA
Texas
$379K -$12.6K -326 -3%
IWC
657
Integrated Wealth Concepts
Massachusetts
$379K +$23.2K +602 +7%
UF
658
Univest Financial
Pennsylvania
$378K
CAM
659
Concorde Asset Management
Michigan
$378K +$378K +9,824 New
Prudential Financial
660
Prudential Financial
New Jersey
$375K -$30.5K -792 -8%
PFA
661
Paradigm Financial Advisors
Missouri
$374K -$150K -3,909 -29%
OIA
662
Optimum Investment Advisors
Illinois
$373K -$96.3K -2,500 -21%
FWM
663
Frontier Wealth Management
Missouri
$373K -$9.13K -237 -2%
CWA
664
Clarus Wealth Advisors
Arizona
$373K
GT
665
Glenmede Trust
Pennsylvania
$371K -$31.6K -825 -8%
MA
666
MONECO Advisors
Connecticut
$370K -$35.4K -928 -9%
PA
667
Perennial Advisors
New York
$370K
ABC
668
Associated Banc-Corp
Wisconsin
$367K +$99.2K +2,575 +37%
LWP
669
Lumature Wealth Partners
Georgia
$362K +$362K +9,391 New
CCM
670
Chilton Capital Management
Texas
$362K +$362K +9,410 New
NGA
671
Naples Global Advisors
Florida
$361K -$186K -4,820 -34%
MWM
672
Meridian Wealth Management
Kentucky
$361K +$461 +12 +0.1%
GG
673
GenWealth Group
New Jersey
$360K
CPIA
674
Cornell Pochily Investment Advisors
New York
$359K -$35.9K -933 -9%
FT
675
Fiduciary Trust
Massachusetts
$354K +$354K +9,181 New