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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 %
BFWA
751
Benchmark Financial Wealth Advisors
Florida
$264K +$1.89K +49 +0.7%
LB
752
Leo Brokerage
Texas
$264K +$264K +6,859 New
KM
753
Kalos Management
Georgia
$261K -$66.5K -1,746 -20%
AII
754
AGF Investments Inc
Ontario, Canada
$261K +$105K +2,736 +68%
SWMP
755
Signature Wealth Management Partners
New Jersey
$260K +$260K +6,763 New
LBC
756
Lowe Brockenbrough & Co
Virginia
$259K
PMA
757
Prudent Man Advisors
Illinois
$259K
IWM
758
IHT Wealth Management
Illinois
$258K -$352K -9,132 -58%
KCA
759
Karn Couzens & Associates
Connecticut
$256K +$256K +6,657 New
LFF
760
Level Four Financial
Texas
$253K +$253K +6,574 New
LIA
761
LS Investment Advisors
Michigan
$252K
AMM
762
American Money Management
California
$252K
RRA
763
Round Rock Advisors
Connecticut
$251K +$251K +6,526 New
MHR
764
Matthew Hamilton Rosenberg
$250K -$24.5K -635 -9%
HIMC
765
Heritage Investors Management Corp
Maryland
$249K
AWA
766
Arkadios Wealth Advisors
Georgia
$249K +$168K +4,368 +206%
WLIM
767
White Lighthouse Investment Management
Massachusetts
$248K -$11.8K -305 -5%
SA
768
Strategic Advisors
New York
$248K +$682 +18 +0.3%
BWM
769
Benchmark Wealth Management
Connecticut
$247K
AA
770
Ancora Advisors
Ohio
$246K +$12.6K +327 +5%
CFA
771
Capstone Financial Advisors
Illinois
$246K +$246K +6,391 New
NWM
772
Northwest Wealth Management
Iowa
$244K -$4.44K -115 -2%
SCA
773
Sage Capital Advisors
South Dakota
$242K -$242K -6,371 -50%
SWM
774
Segment Wealth Management
Texas
$240K
FCA
775
FinTrust Capital Advisors
South Carolina
$240K