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iShares Preferred and Income Securities ETF

962 hedge funds and large institutions have $8.18B invested in iShares Preferred and Income Securities ETF in 2021 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 465 increasing their positions, 260 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
962
Holders Change
+11
Holders Change %
+1.16%
% of All Funds
16.79%
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
83
Increased
465
Reduced
260
Closed
60
Calls
$4.25M
Puts
$36.5M
Net Calls
-$32.2M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PFC
651
Phocas Financial Corp
California
$451K +$17.7K +450 +4%
CCA
652
Cadent Capital Advisors
Oklahoma
$447K +$96.7K +2,458 +28%
TF
653
TimeScale Financial
Massachusetts
$446K -$13K -331 -3%
KC
654
Kingfisher Capital
North Carolina
$443K +$4.92K +125 +1%
FA
655
FC Advisory
Pennsylvania
$443K +$443K +11,257 New
SCI
656
Stableford Capital II
Arizona
$440K +$35.2K +893 +9%
KMWM
657
Keudell/Morrison Wealth Management
Oregon
$439K
LWAC
658
Laurel Wealth Advisors (California)
California
$435K -$17.3K -439 -4%
WP
659
WealthSource Partners
California
$432K +$171K +4,335 +65%
BMCM
660
Bryn Mawr Capital Management
Pennsylvania
$430K
JCM
661
Jacobi Capital Management
Pennsylvania
$429K -$79.4K -2,018 -16%
BI
662
Ballast Inc
Kentucky
$429K
Cerity Partners
663
Cerity Partners
New York
$429K +$37.9K +965 +10%
SC
664
Stolper & Co
Oklahoma
$428K +$2.36K +60 +0.6%
CA
665
CapWealth Advisors
Tennessee
$426K -$7.11K -181 -2%
SFA
666
Sequoia Financial Advisors
Ohio
$425K +$80.1K +2,035 +23%
RFC
667
Regions Financial Corp
Alabama
$422K -$2M -50,754 -83%
AIP
668
Almanack Investment Partners
Pennsylvania
$417K +$105K +2,662 +33%
SIC
669
Samalin Investment Counsel
New York
$413K -$126K -3,208 -23%
CPO
670
Cerity Partners OCIO
New York
$413K -$7.07K -180 -2%
KM
671
Kalos Management
Georgia
$411K +$76.6K +1,956 +23%
DOA
672
D'Orazio & Associates
Virginia
$410K +$4.91K +125 +1%
WIA
673
World Investment Advisors
California
$408K -$1.81K -46 -0.4%
IHL
674
Investment House LLC
California
$408K +$23.8K +606 +6%
SB
675
Sunflower Bank
Texas
$407K +$11.4K +290 +3%