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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 %
TCM
676
TD Capital Management
Tennessee
$360K +$2.63K +80 +0.7%
PCWA
677
Pacific Capital Wealth Advisors
California
$358K -$39.3K -1,194 -10%
FIA
678
Foundations Investment Advisors
Arizona
$357K +$23.3K +711 +7%
PFC
679
Phocas Financial Corp
California
$356K +$9.86K +300 +3%
FFWM
680
Future Financial Wealth Management
Ohio
$355K
LWP
681
Lumature Wealth Partners
Georgia
$353K
MFA
682
Mayflower Financial Advisors
Massachusetts
$352K +$137K +4,162 +64%
SC
683
Slow Capital
California
$348K -$25.4K -772 -7%
HKIMG
684
Hutchens & Kramer Investment Management Group
Indiana
$347K -$15.5K -469 -4%
MCA
685
MSH Capital Advisors
Arizona
$346K +$13.7K +418 +4%
OIA
686
Optimum Investment Advisors
Illinois
$345K
KMWM
687
Keudell/Morrison Wealth Management
Oregon
$344K
AWA
688
AmeriServ Wealth Advisors
Pennsylvania
$344K
DOA
689
D'Orazio & Associates
Virginia
$343K
CPO
690
Cerity Partners OCIO
New York
$342K -$48.8K -1,483 -12%
KCPG
691
Kavar Capital Partners Group
Kansas
$340K +$340K +10,350 New
BFA
692
Bragg Financial Advisors
North Carolina
$339K +$9.87K +300 +3%
CCB
693
Country Club Bank
Missouri
$336K -$6.14M -186,358 -95%
FFS
694
Founders Financial Securities
Maryland
$336K -$86.2K -2,621 -20%
Citadel Advisors
695
Citadel Advisors
Florida
$336K +$336K +10,204 New
ABC
696
Associated Banc-Corp
Wisconsin
$334K -$14.1K -429 -4%
KL
697
KilterHowling LLC
Colorado
$332K -$29.6K -901 -8%
CPIA
698
Cornell Pochily Investment Advisors
New York
$331K -$10.7K -326 -3%
PFA
699
Pettinga Financial Advisors
Indiana
$330K +$83.2K +2,531 +34%
MIM
700
Merrion Investment Management
New Jersey
$329K