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iShares Preferred and Income Securities ETF

987 hedge funds and large institutions have $6.04B invested in iShares Preferred and Income Securities ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 302 increasing their positions, 456 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
-58
Holders Change %
-5.55%
% of All Funds
16.69%
Holding in Top 10
52
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.04%
% of All Funds
0.88%
New
81
Increased
302
Reduced
456
Closed
126
Calls
$23.2M
Puts
$95.2M
Net Calls
-$72M
Net Calls Change
+$59.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
751
Strategic Wealth Partners
Ohio
$265K +$28.6K +871 +12%
RMAM
752
Raab & Moskowitz Asset Management
New Jersey
$265K +$265K +8,068 New
NWA
753
Navis Wealth Advisors
New York
$263K
MAWCM
754
Mine & Arao Wealth Creation & Management
California
$263K +$2.33K +71 +0.9%
RMC
755
Resources Management Corp
Connecticut
$261K -$100K -2,270 -28%
VWA
756
V Wealth Advisors
Kansas
$261K +$261K +7,955 New
SWMP
757
Signature Wealth Management Partners
New Jersey
$260K +$952 +29 +0.4%
WMA
758
West Michigan Advisors
Michigan
$259K +$4.22K +128 +2%
WP
759
WealthSource Partners
California
$256K -$42.3K -1,289 -14%
HCM
760
Hengehold Capital Management
Ohio
$256K +$256K +7,771 New
CFO
761
CVA Family Office
Colorado
$255K -$23.5K -715 -8%
RCG
762
Regatta Capital Group
California
$254K -$88.9K -2,700 -26%
SCA
763
Strategic Capital Advisers
Colorado
$254K +$132 +4 +0.1%
CIA
764
Capital Investment Advisors
Georgia
$248K -$66.9K -2,037 -21%
NFSG
765
Newbridge Financial Services Group
Florida
$247K -$60.1K -1,828 -20%
FPAS
766
Focus Partners Advisor Solutions
Missouri
$247K +$42.2K +1,282 +21%
NIC
767
Northwest Investment Counselors
Oregon
$246K -$130K -3,949 -35%
LFS
768
Legacy Financial Strategies
Kansas
$245K
JWA
769
JFS Wealth Advisors
Pennsylvania
$242K -$12.5K -381 -5%
RF
770
Resolute Financial
Massachusetts
$240K -$32.5K -988 -12%
TF
771
TIAA FSB
Florida
$237K +$237K +7,200 New
SC
772
Seldon Capital
California
$236K -$368K -11,208 -61%
AAA
773
Adams Asset Advisors
Texas
$235K -$4.86K -148 -2%
TCM
774
Tran Capital Management
California
$234K
FF
775
Francis Financial
$233K +$233K +6,875 New