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iShares Preferred and Income Securities ETF

947 hedge funds and large institutions have $5.57B invested in iShares Preferred and Income Securities ETF in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 284 increasing their positions, 427 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
947
Holders Change
-40
Holders Change %
-4.05%
% of All Funds
16.38%
Holding in Top 10
51
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.92%
% of All Funds
0.88%
New
62
Increased
284
Reduced
427
Closed
90
Calls
$20.7M
Puts
$69.3M
Net Calls
-$48.6M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
651
Hohimer Wealth Management
Washington
$369K
SCM
652
Schnieders Capital Management
California
$369K
MFA
653
Mayflower Financial Advisors
Massachusetts
$369K +$30.4K +959 +9%
RFN
654
RDA Financial Network
Iowa
$368K -$57K -1,798 -13%
CWM
655
Cordatus Wealth Management
Pennsylvania
$364K -$24.1K -760 -6%
CB
656
Cadence Bank
Mississippi
$364K +$364K +11,481 New
PCM
657
Parsons Capital Management
Rhode Island
$362K
TWA
658
TCI Wealth Advisors
Arizona
$359K -$4.15K -131 -1%
UL
659
Unionview LLC
Washington
$359K +$92.5K +2,922 +35%
TF
660
TIAA FSB
Florida
$354K +$126K +3,965 +55%
PFC
661
Phocas Financial Corp
California
$351K +$7.92K +250 +2%
FFA
662
Founders Financial Alliance
North Carolina
$350K -$118K -3,716 -25%
ACM
663
AlphaStar Capital Management
North Carolina
$349K +$349K +11,025 New
BFA
664
Bragg Financial Advisors
North Carolina
$348K +$22.1K +700 +7%
PCWA
665
Pacific Capital Wealth Advisors
California
$345K +$633 +20 +0.2%
JAG
666
Journey Advisory Group
Kentucky
$342K -$117K -3,700 -26%
COCM
667
Charter Oak Capital Management
New Hampshire
$342K -$44.7K -1,410 -12%
BPA
668
Beacon Pointe Advisors
California
$341K -$136K -4,283 -28%
LWP
669
Lumature Wealth Partners
Georgia
$340K
FTUS
670
Flow Traders U.S.
New York
$338K +$338K +10,661 New
HKIMG
671
Hutchens & Kramer Investment Management Group
Indiana
$336K +$1.12K +35 +0.3%
LWMG
672
Levy Wealth Management Group
Pennsylvania
$333K +$333K +10,500 New
KMWM
673
Keudell/Morrison Wealth Management
Oregon
$332K
GP
674
Girard Partners
Pennsylvania
$325K +$67.9K +2,145 +26%
PWMAG
675
Pinnacle Wealth Management Advisory Group
New Jersey
$323K -$270K -8,520 -45%