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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.

New
Increased
Maintained
Reduced
Closed
Holders
962
Holders Change
+11
Holders Change %
+1.16%
% of All Funds
16.79%
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 Holding Trade Value Shares
Change
Shares
Change %
5L
726
55I LLC
Massachusetts
$324K +$324K +8,237 New
WAG
727
Winthrop Advisory Group
Massachusetts
$323K
OFG
728
Omega Financial Group
California
$322K
FCA
729
FinTrust Capital Advisors
South Carolina
$321K +$124K +3,155 +63%
HIS
730
Harvest Investment Services
Illinois
$320K +$3.65K +93 +1%
PFA
731
Paradigm Financial Advisors
Missouri
$318K +$3.77K +96 +1%
CWM
732
Connecticut Wealth Management
Connecticut
$318K +$318K +8,079 New
NWA
733
Navis Wealth Advisors
New York
$315K
HL
734
HeadInvest LLC
Maine
$314K +$314K +8,000 New
AWA
735
Arete Wealth Advisors
Illinois
$310K +$57.8K +3,080 +23%
WLIM
736
White Lighthouse Investment Management
Massachusetts
$308K +$7.87K +200 +3%
WIC
737
Whitegate Investment Counselors
New Hampshire
$308K +$15.8K +400 +5%
CWA
738
Core Wealth Advisors
Florida
$308K +$35.9K +911 +13%
SWA
739
Stratos Wealth Advisors
Ohio
$308K +$308K +7,838 New
FHC
740
First Heartland Consultants
Missouri
$306K -$80.1K -2,037 -21%
CRC
741
Curi RMB Capital
Illinois
$305K
APW
742
Aurora Private Wealth
New Jersey
$302K +$53.6K +1,364 +22%
SPFA
743
Summit Place Financial Advisors
New Jersey
$301K +$55.1K +1,400 +22%
MAG
744
Mayfair Advisory Group
Alabama
$299K
MFA
745
Mayflower Financial Advisors
Massachusetts
$297K +$39.4K +1,003 +15%
PFA
746
Pettinga Financial Advisors
Indiana
$295K +$295K +7,498 New
CCFM
747
Clear Creek Financial Management
Washington
$293K +$293K +7,456 New
MAWCM
748
Mine & Arao Wealth Creation & Management
California
$292K -$6.07K -154 -2%
CFD
749
Creative Financial Designs
Indiana
$291K -$5.47K -139 -2%
MAP
750
Milestone Advisory Partners
North Carolina
$291K