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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 %
GKWIM
701
Gerber Kawasaki Wealth & Investment Management
California
$376K +$22K +560 +6%
OCPWS
702
One Charles Private Wealth Services
Massachusetts
$372K +$372K +9,463 New
OIA
703
Optimum Investment Advisors
Illinois
$369K -$11.8K -300 -3%
DAM
704
Derbend Asset Management
Georgia
$368K +$368K +9,363 New
GG
705
GenWealth Group
New Jersey
$367K
CCM
706
Chilton Capital Management
Texas
$366K -$24.5K -622 -6%
STA
707
Summit Trail Advisors
New York
$365K
CWA
708
Clarus Wealth Advisors
Arizona
$365K
TPM
709
Triasima Portfolio Management
Quebec, Canada
$358K
MWM
710
Meridian Wealth Management
Kentucky
$353K -$2.28K -58 -0.6%
HW
711
Hancock Whitney
Mississippi
$351K -$15.5K -394 -4%
APW
712
Austin Private Wealth
Texas
$344K -$7.16K -182 -2%
ECG
713
Edge Capital Group
Georgia
$342K -$393K -9,997 -53%
GP
714
Girard Partners
Pennsylvania
$342K -$37.3K -947 -10%
WEPOG
715
Wealth Enhancement & Preservation of GA
Georgia
$342K +$21K +534 +7%
CIAS
716
CBIZ Investment Advisory Services
Ohio
$339K -$331K
AA
717
Ancora Advisors
Ohio
$338K +$103K +2,613 +44%
ACP
718
Ashfield Capital Partners
California
$337K -$18.7K -475 -5%
VCWA
719
Vanguard Capital Wealth Advisors
Colorado
$334K -$401K -10,197 -55%
HB
720
Homrich & Berg
Georgia
$334K +$334K +8,494 New
CFO
721
CVA Family Office
Colorado
$333K
UBV
722
United Bank (Virginia)
Virginia
$327K +$91K +2,313 +39%
GJIC
723
Gamble Jones Investment Counsel
California
$325K
MSAM
724
Moloney Securities Asset Management
Missouri
$324K +$1.93K +49 +0.6%
ECM
725
Elgethun Capital Management
South Dakota
$324K +$2.28K +58 +0.7%