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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 %
BA
676
Bristlecone Advisors
Washington
$547K
FNBT
677
FineMark National Bank & Trust
Florida
$545K
MCA
678
Magnolia Capital Advisors
Mississippi
$545K +$95.7K +2,427 +21%
VVP
679
Venture Visionary Partners
Ohio
$543K +$37.1K +941 +7%
SNBOSCI
680
Security National Bank of Sioux City Iowa
Iowa
$537K
CAMG
681
CWA Asset Management Group
Florida
$537K
SCM
682
Stonehearth Capital Management
Massachusetts
$536K -$91.4K -2,318 -15%
AIM
683
AHL Investment Management
Florida
$532K +$532K +13,481 New
WBCM
684
Wilson & Boucher Capital Management
California
$532K +$532K +13,500 New
IAG
685
Investment Advisory Group
Massachusetts
$531K +$531K +14,640 New
BFG
686
Beacon Financial Group
Texas
$529K -$47.6K -1,218 -8%
GWSG
687
GPS Wealth Strategies Group
Colorado
$526K +$158 +4 +0%
SAS
688
Stelac Advisory Services
New York
$526K +$39.6K +1,004 +8%
EWM
689
Endurance Wealth Management
Rhode Island
$522K
HL
690
HeadInvest LLC
Maine
$520K
SWA
691
SFMG Wealth Advisors
Texas
$519K +$79 +2 +0%
NIC
692
Northwest Investment Counselors
Oregon
$518K -$75.8K -1,923 -13%
FFA
693
Founders Financial Alliance
North Carolina
$515K +$9.85K +250 +2%
State Farm Mutual Automobile Insurance
694
State Farm Mutual Automobile Insurance
Illinois
$513K
BWM
695
BerganKDV Wealth Management
Minnesota
$510K
FFA
696
Fragasso Financial Advisors
Pennsylvania
$509K +$509K +12,919 New
AIC
697
Archer Investment Corporation
Indiana
$509K
CWM
698
Collaborative Wealth Management
Florida
$507K +$507K +12,866 New
FFS
699
Founders Financial Securities
Maryland
$505K -$966K -24,510 -66%
VHAM
700
Van Hulzen Asset Management
California
$505K +$10.5K +267 +2%