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iShares Preferred and Income Securities ETF

959 hedge funds and large institutions have $8.39B invested in iShares Preferred and Income Securities ETF in 2020 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 357 increasing their positions, 277 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+146
Holders Change %
+17.96%
% of All Funds
17.02%
Holding in Top 10
50
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.7%
% of All Funds
0.89%
New
201
Increased
357
Reduced
277
Closed
44
Calls
$13M
Puts
$19.4M
Net Calls
-$6.37M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CRC
726
Curi RMB Capital
Illinois
$298K
GRP
727
Global Retirement Partners
California
$298K +$1.42K +37 +0.5%
OFG
728
Omega Financial Group
California
$295K
AA
729
Argent Advisors
Louisiana
$295K +$295K +7,662 New
MAG
730
Mayfair Advisory Group
Alabama
$293K -$3.08K -80 -1%
1SB
731
1ST Source Bank
Indiana
$292K +$292K +7,588 New
VFPI
732
Vantage Financial Partners (Illinois)
Illinois
$291K -$7.97K -207 -3%
MAWCM
733
Mine & Arao Wealth Creation & Management
California
$289K +$3.93K +102 +1%
WIA
734
World Investment Advisors
California
$288K +$288K +7,599 New
MAP
735
Milestone Advisory Partners
North Carolina
$285K
Luther King Capital Management (LKCM)
736
Luther King Capital Management (LKCM)
Texas
$281K -$253K
AAA
737
Adams Asset Advisors
Texas
$281K
FNWM
738
Financial Network Wealth Management
Utah
$281K +$281K +7,304 New
WSTAM
739
Wilbanks Smith & Thomas Asset Management
Virginia
$280K -$2.69K -70 -1%
STA
740
Summit Trail Advisors
New York
$280K +$280K +7,280 New
MCM
741
Marathon Capital Management
Maryland
$278K
MFA
742
Mayflower Financial Advisors
Massachusetts
$278K +$278K +7,219 New
CIAS
743
CBIZ Investment Advisory Services
Ohio
$275K -$229K
CWA
744
Core Wealth Advisors
Florida
$275K +$154 +4 +0.1%
BS
745
Banco Santander
Spain
$274K
TCM
746
Tran Capital Management
California
$274K
BW
747
Bison Wealth
Georgia
$274K +$40.7K +1,059 +17%
WJWM
748
Williams Jones Wealth Management
New York
$270K -$4.82K -125 -2%
MFG
749
MidWestOne Financial Group
Iowa
$270K
BWAM
750
Boyd Watterson Asset Management
Ohio
$269K