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iShares Preferred and Income Securities ETF

947 hedge funds and large institutions have $5.57B invested in iShares Preferred and Income Securities ETF in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 284 increasing their positions, 427 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
947
Holders Change
-40
Holders Change %
-4.05%
% of All Funds
16.38%
Holding in Top 10
51
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.92%
% of All Funds
0.88%
New
62
Increased
284
Reduced
427
Closed
90
Calls
$20.7M
Puts
$69.3M
Net Calls
-$48.6M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
726
HB Wealth Management
Georgia
$262K -$642K -20,298 -71%
BLC
727
Brown, Lisle/Cummings
Rhode Island
$260K
ST
728
Sabal Trust
Florida
$260K -$105K -3,292 -29%
FPAS
729
Focus Partners Advisor Solutions
Missouri
$260K +$22.9K +725 +10%
BA
730
Bridge Advisory
California
$257K -$148K -4,665 -37%
RCG
731
Regatta Capital Group
California
$254K
CIA
732
Capital Investment Advisors
Georgia
$254K +$15K +474 +6%
MWM
733
Meridian Wealth Management
Kentucky
$253K -$7.57K -239 -3%
RSWM
734
Robertson Stephens Wealth Management
California
$253K -$5.22K -165 -2%
MAWCM
735
Mine & Arao Wealth Creation & Management
California
$253K -$601 -19 -0.2%
NWA
736
Navis Wealth Advisors
New York
$253K
SWMP
737
Signature Wealth Management Partners
New Jersey
$252K +$1.08K +34 +0.4%
SFA
738
Sequoia Financial Advisors
Ohio
$251K -$52.2K -1,648 -17%
ST
739
Spinnaker Trust
Maine
$250K -$7.41M -233,879 -97%
CC
740
Callan Capital
California
$250K +$250K +7,900 New
RMC
741
Resources Management Corp
Connecticut
$243K +$55.6K +1,755 +30%
OC
742
Oarsman Capital
Wisconsin
$243K +$243K +7,672 New
BWP
743
Balboa Wealth Partners
Arizona
$240K +$240K +7,571 New
NFSG
744
Newbridge Financial Services Group
Florida
$239K +$824 +26 +0.3%
CSA
745
Cottage Street Advisors
Massachusetts
$237K -$70.2K -2,215 -23%
ECG
746
Edge Capital Group
Georgia
$236K -$24.1K -760 -9%
LFS
747
Legacy Financial Strategies
Kansas
$236K
NIC
748
Northwest Investment Counselors
Oregon
$235K -$1.84K -58 -0.8%
RF
749
Resolute Financial
Massachusetts
$234K +$3.1K +98 +1%
JWA
750
JFS Wealth Advisors
Pennsylvania
$233K +$95 +3 +0%