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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 %
PA
676
Perennial Advisors
New York
$405K +$4.92K +125 +1%
CBN
677
Cadence Bank NA
Texas
$401K +$13.9K +353 +4%
FWM
678
Frontier Wealth Management
Missouri
$399K +$37.3K +948 +10%
TCM
679
TD Capital Management
Tennessee
$399K +$41.8K +1,064 +12%
SWM
680
Southern Wealth Management
Texas
$398K +$44.4K +1,125 +13%
CAMG
681
CWA Asset Management Group
Florida
$397K +$28.6K +729 +8%
GT
682
Glenmede Trust
Pennsylvania
$397K +$52.5K +1,340 +15%
FT
683
Fiduciary Trust
Massachusetts
$397K +$66.8K +1,700 +20%
AFP
684
Ausdal Financial Partners
Iowa
$396K -$8.1K -206 -2%
CPIA
685
Cornell Pochily Investment Advisors
New York
$396K +$54.1K +1,376 +16%
ANB
686
Amarillo National Bank
Texas
$394K +$394K +10,020 New
BFA
687
Bragg Financial Advisors
North Carolina
$393K
MIM
688
Merrion Investment Management
New Jersey
$393K +$66.8K +1,700 +20%
LWP
689
Lumature Wealth Partners
Georgia
$393K +$118K +3,000 +43%
MCA
690
Magnolia Capital Advisors
Mississippi
$392K +$37.8K +959 +11%
PFGIA
691
Patriot Financial Group Insurance Agency
Massachusetts
$389K +$275 +7 +0.1%
COCM
692
Charter Oak Capital Management
New Hampshire
$387K +$121K +3,071 +45%
UF
693
Univest Financial
Pennsylvania
$386K
FFWM
694
Future Financial Wealth Management
Ohio
$384K -$6.81K -173 -2%
SIA
695
Soltis Investment Advisors
Utah
$381K +$3.11K +79 +0.8%
AWA
696
Arkadios Wealth Advisors
Georgia
$380K +$24.3K +618 +7%
ABC
697
Associated Banc-Corp
Wisconsin
$380K +$102K +2,590 +37%
WP
698
WealthShield Partners
North Carolina
$380K +$109K +2,766 +40%
FWSM
699
First Wilshire Securities Management
California
$377K -$9.83K -250 -3%
NFSG
700
Newbridge Financial Services Group
Florida
$377K +$138K +3,510 +58%