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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 %
ES
751
ETF Store
Kansas
$417K +$417K +11,600 New
TCM
752
TD Capital Management
Tennessee
$415K +$9.46K +240 +2%
KMWM
753
Keudell/Morrison Wealth Management
Oregon
$413K -$27.6K -700 -6%
AWA
754
AmeriServ Wealth Advisors
Pennsylvania
$413K
DOA
755
D'Orazio & Associates
Virginia
$411K
RCG
756
Regatta Capital Group
California
$411K +$411K +10,416 New
IHL
757
Investment House LLC
California
$410K +$158 +4 +0%
OIA
758
Optimum Investment Advisors
Illinois
$410K +$39.5K +1,000 +11%
WEPOG
759
Wealth Enhancement & Preservation of GA
Georgia
$410K +$46.8K +1,188 +13%
GJIC
760
Gamble Jones Investment Counsel
California
$407K +$80.8K +2,050 +25%
KL
761
KilterHowling LLC
Colorado
$406K +$406K +10,305 New
GSEP
762
Golden State Equity Partners
California
$405K -$50.1K -1,269 -11%
WMA
763
Wealth Management Associates
New Jersey
$404K -$197 -5 -0%
HWAM
764
Hennion & Walsh Asset Management
New Jersey
$403K +$1.54K +39 +0.4%
STA
765
Summit Trail Advisors
New York
$403K +$37.1K +942 +10%
Wealth Enhancement Advisory Services
766
Wealth Enhancement Advisory Services
Minnesota
$402K +$402K +10,719 New
FIA
767
Foundations Investment Advisors
Arizona
$399K -$5.45K -140 -1%
MIM
768
Merrion Investment Management
New Jersey
$394K
HKIMG
769
Hutchens & Kramer Investment Management Group
Indiana
$393K +$393K +10,967 New
CPIA
770
Cornell Pochily Investment Advisors
New York
$392K -$8.08K -205 -2%
SIC
771
Samalin Investment Counsel
New York
$390K -$11.5K -291 -3%
FAG
772
Fortitude Advisory Group
Washington
$389K +$389K +9,871 New
BFA
773
Bragg Financial Advisors
North Carolina
$388K
MCA
774
MSH Capital Advisors
Arizona
$387K +$387K +9,816 New
UF
775
Univest Financial
Pennsylvania
$387K