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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 %
AWA
701
Amplius Wealth Advisors
Pennsylvania
$328K
SDJVC
702
St. Denis J. Villere & Co
Louisiana
$328K
IHL
703
Investment House LLC
California
$325K
UF
704
Univest Financial
Pennsylvania
$323K
WMA
705
Wealth Management Associates
New Jersey
$321K +$164 +5 +0.1%
CSA
706
Cottage Street Advisors
Massachusetts
$319K -$138K -4,204 -30%
NCM
707
Novare Capital Management
North Carolina
$318K -$2.91M -88,457 -90%
RI
708
Ridgewood Investments
New Jersey
$318K +$29K +884 +10%
SFA
709
Sequoia Financial Advisors
Ohio
$315K -$41.1K -1,249 -12%
OFG
710
Omega Financial Group
California
$315K +$45.5K +1,385 +17%
Brown Advisory
711
Brown Advisory
Maryland
$314K
FWM
712
Frontier Wealth Management
Missouri
$314K +$263 +8 +0.1%
IP
713
Ignite Planners
California
$314K +$2.43K +73 +0.8%
CBN
714
Cadence Bank NA
Texas
$312K -$4.94K -150 -2%
UBV
715
United Bank (Virginia)
Virginia
$311K +$4.67K +142 +2%
FNBT
716
FineMark National Bank & Trust
Florida
$308K -$90.9K -2,763 -23%
SIC
717
Samalin Investment Counsel
New York
$308K +$2.76K +84 +0.9%
GG
718
GenWealth Group
New Jersey
$307K
BI
719
Ballast Inc
Kentucky
$305K -$52.5K -1,600 -15%
STA
720
Summit Trail Advisors
New York
$304K
CCFM
721
Clear Creek Financial Management
Washington
$303K -$2.96K -90 -1%
MAG
722
Mayfair Advisory Group
Alabama
$299K -$10.1K -290 -3%
GA
723
Greytown Advisors
Florida
$299K
SA
724
Stonebridge Advisors
Connecticut
$299K +$299K +9,092 New
DBT
725
Dubuque Bank & Trust
Iowa
$297K -$85.2K -2,589 -22%