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iShares Preferred and Income Securities ETF

959 hedge funds and large institutions have $8.39B invested in iShares Preferred and Income Securities ETF in 2020 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 357 increasing their positions, 277 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+146
Holders Change %
+17.96%
% of All Funds
17.02%
Holding in Top 10
50
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.7%
% of All Funds
0.89%
New
201
Increased
357
Reduced
277
Closed
44
Calls
$13M
Puts
$19.4M
Net Calls
-$6.37M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Shares
Change %
WCWM
701
Wooster Corthell Wealth Management
Connecticut
$323K
FNBOO
702
First National Bank of Omaha
Nebraska
$321K
HAS
703
HBW Advisory Services
California
$321K +$321K +8,331 New
MIM
704
Merrion Investment Management
New Jersey
$320K +$320K +8,300 New
CWM
705
Curi Wealth Management
North Carolina
$320K +$320K +8,324 New
GKWIM
706
Gerber Kawasaki Wealth & Investment Management
California
$320K +$320K +8,330 New
PA
707
Parallel Advisors
California
$319K -$73.9K -1,917 -19%
VFG
708
V2 Financial group
Illinois
$318K +$318K +8,258 New
WAG
709
Winthrop Advisory Group
Massachusetts
$318K -$318K -8,248 -50%
MIM
710
Moseley Investment Management
Florida
$317K -$102K -2,655 -24%
HCM
711
HMS Capital Management
Tennessee
$317K +$10.5K +272 +3%
WEPOG
712
Wealth Enhancement & Preservation of GA
Georgia
$316K -$268K -6,954 -46%
PFA
713
Pettinga Financial Advisors
Indiana
$316K -$19.1K -495 -6%
APW
714
Aurora Private Wealth
New Jersey
$314K +$29.2K +758 +10%
ECM
715
Elgethun Capital Management
South Dakota
$313K +$1.04K +27 +0.3%
CWM
716
Concentrum Wealth Management
California
$312K -$19K -493 -6%
AC
717
Apella Capital
Connecticut
$311K -$63.9K -1,658 -17%
SWP
718
Strategic Wealth Partners
Ohio
$309K +$26.1K +678 +9%
WAP
719
Wealthcare Advisory Partners
Pennsylvania
$309K +$87.3K +2,265 +39%
HIS
720
Harvest Investment Services
Illinois
$308K -$84K -2,182 -21%
LWM
721
Laidlaw Wealth Management
New York
$304K +$304K +7,890 New
FHC
722
First Horizon Corporation
Tennessee
$300K -$371K -9,666 -55%
SNB
723
Security National Bank
Nebraska
$300K -$58K -1,505 -16%
MGIA
724
Moneta Group Investment Advisors
Missouri
$300K +$1K +26 +0.3%
IA
725
IndexIQ Advisors
New York
$298K -$146K -3,802 -33%