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iShares Preferred and Income Securities ETF

951 hedge funds and large institutions have $7.39B invested in iShares Preferred and Income Securities ETF in 2021 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 426 increasing their positions, 296 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
951
Holders Change
-8
Holders Change %
-0.83%
% of All Funds
16.75%
Holding in Top 10
45
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10%
% of All Funds
0.79%
New
86
Increased
426
Reduced
296
Closed
84
Calls
$4.54M
Puts
$58.9M
Net Calls
-$54.3M
Net Calls Change
-$48M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
776
Segment Wealth Management
Texas
$239K
IWP
777
Innova Wealth Partners
Pennsylvania
$237K -$958 -25 -0.4%
CA
778
Crewe Advisors
Utah
$237K
Luther King Capital Management (LKCM)
779
Luther King Capital Management (LKCM)
Texas
$237K -$281K
EAM
780
Evanson Asset Management
California
$236K -$115 -3 -0%
SSCA
781
South Shore Capital Advisors
Massachusetts
$236K +$236K +6,143 New
RRA
782
Round Rock Advisors
Connecticut
$235K -$16K -416 -6%
NFSG
783
Newbridge Financial Services Group
Florida
$233K +$83K +2,160 +55%
KFP
784
KMG Fiduciary Partners
Ohio
$231K +$3.04K +79 +1%
AA
785
Ancora Advisors
Ohio
$230K -$15.3K -397 -6%
IIM
786
Ipswich Investment Management
Massachusetts
$230K
UBV
787
United Bank (Virginia)
Virginia
$230K
RMAM
788
Raab & Moskowitz Asset Management
New Jersey
$230K
QC
789
QCM Cayman
Texas
$229K +$17.8K +463 +8%
BFA
790
Beaumont Financial Advisors
Massachusetts
$228K -$332K -8,649 -59%
MHS
791
M Holdings Securities
Oregon
$228K +$228K +5,943 New
FNBOO
792
First National Bank of Omaha
Nebraska
$227K -$92K -2,400 -29%
NWM
793
Northwest Wealth Management
Iowa
$227K -$16K -417 -7%
ABC
794
Associated Banc-Corp
Wisconsin
$225K -$78.1K -2,455 -26%
LIM
795
Leavell Investment Management
Alabama
$224K
GWSG
796
GPS Wealth Strategies Group
Colorado
$224K +$73.7K +1,922 +49%
DWM
797
Denver Wealth Management
Colorado
$224K +$224K +6,138 New
WDG
798
Wealth Dimensions Group
Ohio
$223K +$223K +5,806 New
PAM
799
Palisade Asset Management
Minnesota
$222K
CIC
800
Carnegie Investment Counsel
Ohio
$220K +$19.2K +500 +10%