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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 %
ECG
701
Edge Capital Group
Georgia
$505K +$293K +7,437 +139%
BB
702
Bell Bank
North Dakota
$504K -$137K -3,475 -21%
CCMW
703
Cypress Capital Management (Wyoming)
Wyoming
$504K
SC
704
Stolper & Co
Oklahoma
$501K +$36.1K +916 +8%
WF
705
Warner Financial
Maryland
$500K +$500K +12,668 New
SG
706
Somerset Group
Minnesota
$499K
HGERS
707
Householder Group Estate & Retirement Specialist
Arizona
$499K +$499K +12,644 New
SCM
708
Schnieders Capital Management
California
$493K -$7.88K -200 -2%
CH
709
Canton Hathaway
Rhode Island
$493K
KP
710
Keel Point
Alabama
$491K -$447K -11,352 -48%
RG
711
Rathbones Group
United Kingdom
$490K
CSA
712
Cottage Street Advisors
Massachusetts
$490K +$30.1K +764 +7%
ZIG
713
Zullo Investment Group
Pennsylvania
$484K +$484K +12,277 New
IWP
714
Icon Wealth Partners
Texas
$482K +$9.54K +242 +2%
WTC
715
WhitTier Trust Company
Nevada
$481K +$12.2K +309 +3%
SPFA
716
Summit Place Financial Advisors
New Jersey
$479K +$89.7K +2,275 +23%
WP
717
WealthSource Partners
California
$479K +$119K +3,032 +33%
PCWA
718
Pacific Capital Wealth Advisors
California
$475K +$788 +20 +0.2%
CIC
719
Carnegie Investment Counsel
Ohio
$475K +$239K +6,077 +102%
MGIA
720
Moneta Group Investment Advisors
Missouri
$474K +$126K +3,183 +36%
ISL
721
Ingalls & Snyder LLC
New York
$473K -$77.4K -1,963 -14%
JCM
722
Jacobi Capital Management
Pennsylvania
$473K -$55.8K -1,415 -11%
WHG
723
Westwood Holdings Group
Texas
$470K -$158K -4,016 -25%
CPO
724
Cerity Partners OCIO
New York
$468K +$53.8K +1,366 +13%
FNWM
725
Financial Network Wealth Management
Utah
$466K +$118 +3 +0%