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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.

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 Market Value Shares Shares
Change
Shares
Change %
MSWM
51
Mader & Shannon Wealth Management
Missouri
$19M 578,013 +578,013 New
SFWA
52
Summit Financial Wealth Advisors
Louisiana
$18.9M 555,497 -271,157 -33%
CTB
53
Country Trust Bank
Illinois
$18.7M 568,984
AssetMark Inc
54
AssetMark Inc
California
$18.4M 559,578 +105,813 +23%
FIB
55
First Interstate Bank
Montana
$17.6M 535,532 -93,302 -15%
RIA
56
Regal Investment Advisors
Michigan
$17.6M 534,557 -4,948 -0.9%
PAG
57
Private Advisor Group
New Jersey
$17.2M 521,698 -42,886 -8%
BF
58
BOK Financial
Oklahoma
$17.1M 519,833 +59,554 +13%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$16.8M 511,281 +30,557 +6%
HighTower Advisors
60
HighTower Advisors
Illinois
$16.4M 498,870 -39,810 -7%
QWM
61
Quaker Wealth Management
New Jersey
$16M 485,862 -12,229 -2%
WBG
62
Wharton Business Group
Pennsylvania
$15.8M 481,210 +6,710 +1%
MMA
63
Miracle Mile Advisors
California
$15.3M 465,845 +154,406 +50%
Creative Planning
64
Creative Planning
Kansas
$14.9M 454,445 -65,406 -13%
FBB
65
Fulton Breakefield Broenniman
Maryland
$14.9M 453,068 +930 +0.2%
KAS
66
Kestra Advisory Services
Texas
$14.9M 451,808 -42,758 -9%
CA
67
Cetera Advisors
Colorado
$14M 426,202 +86,704 +26%
EWA
68
Exencial Wealth Advisors
Oklahoma
$13.6M 412,396 +653 +0.2%
IC
69
Intersect Capital
California
$13.5M 411,241 -91,680 -18%
CAN
70
Cetera Advisor Networks
California
$13.3M 404,892 +44,561 +12%
MA
71
MUFG Americas
New York
$13.1M 398,009 -43,718 -10%
PI
72
Parkside Investments
Illinois
$12.9M 392,793 +10,306 +3%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$12.9M 392,431 -264,750 -40%
SFP
74
Shepherd Financial Partners
Massachusetts
$12.8M 390,370 +390,370 New
GC
75
Guggenheim Capital
Illinois
$12.6M 384,124 -80,188 -17%