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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 %
SC
751
Seldon Capital
California
$228K
IP
752
Investment Partners
Ohio
$228K +$228K +7,185 New
AAA
753
Adams Asset Advisors
Texas
$226K
TCM
754
Tran Capital Management
California
$225K
PMA
755
Prudent Man Advisors
Illinois
$223K
SMH
756
Sanders Morris Harris
Texas
$222K
RT
757
Rockland Trust
Massachusetts
$222K +$222K +7,003 New
TC
758
Titleist Capital
Texas
$220K -$1.92M -60,838 -90%
1CM
759
1492 Capital Management
Wisconsin
$220K
PCM
760
Princeton Capital Management
New Jersey
$219K
CCFM
761
Clear Creek Financial Management
Washington
$218K -$73.5K -2,322 -25%
WSTAM
762
Wilbanks Smith & Thomas Asset Management
Virginia
$218K -$4.53K -143 -2%
SIG
763
Stonegate Investment Group
Alabama
$218K
FF
764
Francis Financial
$218K
AA
765
Ancora Advisors
Ohio
$218K +$5.53K +175 +3%
TMWM
766
Taylor & Morgan Wealth Management
Michigan
$216K -$61.1K -1,928 -22%
HWMA
767
Heritage Wealth Management (Arizona)
Arizona
$214K
TF
768
TimeScale Financial
Massachusetts
$213K -$4.74K -150 -2%
PG
769
Proffitt & Goodson
Tennessee
$212K +$212K +6,689 New
FCFC
770
First Citizens Financial Corp
Iowa
$208K +$208K +6,553 New
LIA
771
LS Investment Advisors
Michigan
$207K
LWM
772
Laidlaw Wealth Management
New York
$206K
AFS
773
AFG Fiduciary Services
Massachusetts
$206K +$206K +6,502 New
CPSC
774
Carl P. Sherr & Co
Massachusetts
$205K
SSCA
775
South Shore Capital Advisors
Massachusetts
$204K -$18.9K -596 -8%