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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.

Holders
962
Holders Change
+11
Holders Change %
+1.16%
% of All Funds
16.8%
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 Market Value Shares Shares
Change
Shares
Change %
IWS
51
Insight Wealth Strategies
California
$28.2M 717,194 -33,435 -4%
SFWA
52
Summit Financial Wealth Advisors
Louisiana
$27.7M 703,951 +44,318 +7%
SF
53
Synovus Financial
Georgia
$25.7M 652,465 +105,066 +19%
AWM
54
Affinity Wealth Management
Delaware
$25.6M 654,021 +29,706 +5%
HighTower Advisors
55
HighTower Advisors
Illinois
$25.4M 645,470 -12,368 -2%
MML Investors Services
56
MML Investors Services
Massachusetts
$25M 634,673 +46,720 +8%
AMG
57
Advisors Management Group
Wisconsin
$24.5M 623,364 +2,660 +0.4%
CCWA
58
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.4M 620,768 +333,705 +116%
BFS
59
Bard Financial Services
Connecticut
$23.9M 608,635 +52,450 +9%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$23.6M 600,641 +280,816 +88%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$23.1M 586,739 +22,854 +4%
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$22.9M 581,340 +675 +0.1%
ACH
63
ArrowMark Colorado Holdings
Colorado
$22.6M 575,749 +575,749 New
IC
64
Intersect Capital
California
$22.2M 563,264 +4,976 +0.9%
FSC
65
Full Sail Capital
Oklahoma
$21.7M 551,900 -53,353 -9%
SAM
66
SP Asset Management
California
$20.7M 529,772 +492,177 +1,309%
IWC
67
Integrated Wealth Concepts
Massachusetts
$20.6M 522,643 +507,706 +3,399%
CBB
68
Citizens Business Bank
California
$19.9M 505,458 +25,568 +5%
Canada Pension Plan Investment Board
69
Canada Pension Plan Investment Board
Ontario, Canada
$19.7M 500,000 +500,000 New
HVIA
70
Hudson Valley Investment Advisors
New York
$19.5M 495,335 -38,638 -7%
AssetMark Inc
71
AssetMark Inc
California
$19.4M 492,956 +2,254 +0.5%
AAS
72
Avantax Advisory Services
Texas
$19.2M 487,430 +29,568 +6%
KAS
73
Kestra Advisory Services
Texas
$18M 458,096 +37,255 +9%
AIA
74
Avalon Investment & Advisory
Texas
$17.9M 454,240 -65,513 -13%
K
75
Kemper
Illinois
$17M 433,000 +433,000 New