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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 %
MCM
651
MV Capital Management
Maryland
$616K -$52.4K -1,327 -8%
SWA
652
Stratos Wealth Advisors
Ohio
$614K +$159K +4,032 +35%
RIM
653
Rockbridge Investment Management
New York
$599K -$1.03K -26 -0.2%
BCA
654
Bay Colony Advisors
Massachusetts
$597K +$112K +2,851 +23%
FB
655
Fulton Bank
Pennsylvania
$596K
RFN
656
RDA Financial Network
Iowa
$593K -$28.6K -725 -5%
MA
657
MKT Advisors
California
$592K +$592K +15,833 New
EW
658
Evoke Wealth
California
$591K +$27.6K +700 +5%
FIM
659
Fernwood Investment Management
Massachusetts
$591K +$591K +14,990 New
PCM
660
Parsons Capital Management
Rhode Island
$585K -$170K -4,307 -22%
CSIC
661
Clifford Swan Investment Counsel
California
$584K
RIG
662
RiverFront Investment Group
Virginia
$583K +$583K +14,782 New
GLA
663
Good Life Advisors
Pennsylvania
$582K +$9.93K +252 +2%
WP
664
WealthPLAN Partners
Nebraska
$578K
SFA
665
Sequoia Financial Advisors
Ohio
$575K +$188K +4,776 +49%
AWM
666
Avior Wealth Management
Nebraska
$575K +$575K +14,583 New
DAS
667
Dynamic Advisor Solutions
Arizona
$571K -$663K -16,829 -54%
SIG
668
Spinnaker Investment Group
California
$568K +$568K +14,836 New
BSSFA
669
Baron Silver Stevens Financial Advisors
Florida
$566K +$11K +280 +2%
HHRDM
670
H&H Retirement Design & Management
Nevada
$558K -$4.68M -130,518 -89%
LWA
671
Lenox Wealth Advisors
New York
$556K
COCM
672
Charter Oak Capital Management
New Hampshire
$553K +$103K +2,618 +23%
FSA
673
Fort Sheridan Advisors
Illinois
$551K +$15.1K +382 +3%
HWM
674
Hohimer Wealth Management
Washington
$550K -$218K -5,523 -28%
PWP
675
Principle Wealth Partners
Connecticut
$549K -$72.7K -1,844 -12%