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iShares Preferred and Income Securities ETF

971 hedge funds and large institutions have $8.2B invested in iShares Preferred and Income Securities ETF in 2021 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 475 increasing their positions, 245 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
Holders Change
+9
Holders Change %
+0.94%
% of All Funds
17.05%
Holding in Top 10
54
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20%
% of All Funds
0.95%
New
74
Increased
475
Reduced
245
Closed
54
Calls
$336M
Puts
$16.2M
Net Calls
+$320M
Net Calls Change
+$352M
Name Holding Trade Value Shares
Change
Shares
Change %
EFSCE
676
Enterprise Financial Services Corp (EFSC)
Missouri
$430K +$430K +11,086 New
BMCM
677
Bryn Mawr Capital Management
Pennsylvania
$425K
BI
678
Ballast Inc
Kentucky
$424K
AIP
679
Almanack Investment Partners
Pennsylvania
$421K +$9.5K +245 +2%
ABC
680
Associated Banc-Corp
Wisconsin
$411K +$36.2K +932 +10%
BFWA
681
Benchmark Financial Wealth Advisors
Florida
$410K +$410K +10,561 New
CPO
682
Cerity Partners OCIO
New York
$408K +$116 +3 +0%
AWA
683
AmeriServ Wealth Advisors
Pennsylvania
$406K -$48K -1,238 -11%
DOA
684
D'Orazio & Associates
Virginia
$405K
PA
685
Perennial Advisors
New York
$405K +$5.63K +145 +1%
WCM
686
WealthBridge Capital Management
Ohio
$403K -$415K -10,717 -51%
IHL
687
Investment House LLC
California
$403K +$194 +5 +0%
CCM
688
Chilton Capital Management
Texas
$402K +$40.7K +1,049 +11%
FIA
689
Foundations Investment Advisors
Arizona
$399K -$1.38M -35,840 -78%
TCM
690
TD Capital Management
Tennessee
$399K +$5.04K +130 +1%
WMA
691
Wealth Management Associates
New Jersey
$398K -$175K -4,510 -31%
SIC
692
Samalin Investment Counsel
New York
$395K -$11.9K -306 -3%
CBN
693
Cadence Bank NA
Texas
$395K -$505 -13 -0.1%
HWAM
694
Hennion & Walsh Asset Management
New Jersey
$395K +$120K +3,089 +44%
CPIA
695
Cornell Pochily Investment Advisors
New York
$394K +$3.03K +78 +0.8%
LWP
696
Lumature Wealth Partners
Georgia
$394K +$5.82K +150 +2%
FT
697
Fiduciary Trust
Massachusetts
$392K
SWM
698
Southern Wealth Management
Texas
$392K
BFA
699
Bragg Financial Advisors
North Carolina
$388K
MIM
700
Merrion Investment Management
New Jersey
$388K