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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 %
SG
651
Somerset Group
Minnesota
$416K
CAWM
652
Capital Advisors Wealth Management
Washington
$415K -$402K -12,235 -49%
OCM
653
Objective Capital Management
Ohio
$413K -$82.3K -2,502 -17%
CH
654
Canton Hathaway
Rhode Island
$411K
EWM
655
Endurance Wealth Management
Rhode Island
$407K -$9.9K -301 -2%
PGAM
656
Princeton Global Asset Management
New Jersey
$406K -$564K -17,129 -58%
KCIA
657
Kingsbury Capital Investment Advisors
Illinois
$406K +$14.1K +429 +4%
CWM
658
Cordatus Wealth Management
Pennsylvania
$403K -$1.46M -44,498 -78%
COCM
659
Charter Oak Capital Management
New Hampshire
$401K -$92.6K -2,818 -19%
ES
660
ETF Store
Kansas
$401K +$10.7K +322 +3%
SIS
661
Sound Income Strategies
Florida
$398K -$10.9K -331 -3%
WCM
662
WealthBridge Capital Management
Ohio
$394K +$49.4K +1,504 +14%
WAM
663
Worth Asset Management
Texas
$391K -$174K -5,280 -31%
FNWM
664
Financial Network Wealth Management
Utah
$389K -$3.03K -92 -0.8%
ACK
665
Andrew C. Karlinski
$384K +$328 +10 +0.1%
HWM
666
Hohimer Wealth Management
Washington
$383K -$38.5K -1,172 -9%
SCM
667
Schnieders Capital Management
California
$383K -$28.4K -864 -7%
BFG
668
Beacon Financial Group
Texas
$383K +$18.3K +558 +5%
CAMG
669
CWA Asset Management Group
Florida
$379K -$8.94K -272 -2%
ST
670
Sabal Trust
Florida
$378K
TWA
671
TCI Wealth Advisors
Arizona
$377K -$776K -23,585 -67%
PCM
672
Parsons Capital Management
Rhode Island
$375K -$49.9K -1,518 -12%
GJIC
673
Gamble Jones Investment Counsel
California
$371K +$31.3K +950 +9%
WJWM
674
Williams Jones Wealth Management
New York
$367K
APA
675
Astoria Portfolio Advisors
New York
$363K -$451K -13,731 -55%