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iShares Preferred and Income Securities ETF

1,099 hedge funds and large institutions have $8.75B invested in iShares Preferred and Income Securities ETF in 2021 Q4 according to their latest regulatory filings, with 203 funds opening new positions, 468 increasing their positions, 269 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
+128
Holders Change %
+13.18%
% of All Funds
16.97%
Holding in Top 10
64
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+18.52%
% of All Funds
0.99%
New
203
Increased
468
Reduced
269
Closed
63
Calls
$12.5M
Puts
$72.1M
Net Calls
-$59.6M
Net Calls Change
-$380M
Name Holding Trade Value Shares
Change
Shares
Change %
KM
726
Kalos Management
Georgia
$466K +$17.9K +457 +4%
MWM
727
Mattern Wealth Management
Kansas
$461K -$256K -6,494 -36%
DBT
728
Dubuque Bank & Trust
Iowa
$461K -$41.9K -1,061 -8%
ADBIC
729
A.D. Beadell Investment Counsel
Wisconsin
$460K
PO
730
Private Ocean
California
$455K
PA
731
Perennial Advisors
New York
$448K +$36.5K +925 +9%
BLC
732
Brown, Lisle/Cummings
Rhode Island
$445K +$445K +11,295 New
WAP
733
Wealthcare Advisory Partners
Pennsylvania
$442K -$32.3K -820 -7%
NFSG
734
Newbridge Financial Services Group
Florida
$442K -$30.5K -774 -6%
WCM
735
WealthBridge Capital Management
Ohio
$441K +$31.2K +792 +8%
CCM
736
Chilton Capital Management
Texas
$438K +$29.5K +748 +7%
CA
737
Cornerstone Advisory
Maryland
$436K +$170K +4,326 +64%
PFC
738
Phocas Financial Corp
California
$435K -$17.7K -450 -4%
GT
739
Glenmede Trust
Pennsylvania
$434K +$88.2K +2,241 +25%
BI
740
Ballast Inc
Kentucky
$433K +$2.33K +59 +0.5%
AWA
741
Amplius Wealth Advisors
Pennsylvania
$433K +$433K +11,000 New
BMCM
742
Bryn Mawr Capital Management
Pennsylvania
$431K
PRWA
743
Platte River Wealth Advisors
Colorado
$428K -$2.37K -61 -0.5%
Citadel Advisors
744
Citadel Advisors
Florida
$426K -$1.2M -30,497 -74%
AWA
745
Arete Wealth Advisors
Illinois
$424K -$212K -5,407 -33%
LWP
746
Lumature Wealth Partners
Georgia
$424K +$23.7K +600 +6%
AA
747
Aire Advisors
California
$422K +$422K +10,720 New
ABC
748
Associated Banc-Corp
Wisconsin
$418K
SC
749
Scotia Capital
Ontario, Canada
$417K -$57.9K -1,468 -12%
AIP
750
Almanack Investment Partners
Pennsylvania
$417K -$11.1K -282 -3%