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iShares Preferred and Income Securities ETF

962 hedge funds and large institutions have $8.18B invested in iShares Preferred and Income Securities ETF in 2021 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 465 increasing their positions, 260 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
962
Holders Change
+11
Holders Change %
+1.16%
% of All Funds
16.79%
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
83
Increased
465
Reduced
260
Closed
60
Calls
$4.25M
Puts
$36.5M
Net Calls
-$32.2M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Shares
Change %
LIA
776
LS Investment Advisors
Michigan
$258K
RT
777
Rockland Trust
Massachusetts
$256K -$5.07K -129 -2%
CFA
778
Capstone Financial Advisors
Illinois
$255K +$2.13K +54 +0.8%
HIMC
779
Heritage Investors Management Corp
Maryland
$254K
RMC
780
Resources Management Corp
Connecticut
$252K -$168K -4,275 -40%
BWM
781
Benchmark Wealth Management
Connecticut
$252K
SCA
782
Stonebridge Capital Advisors
Minnesota
$251K +$134K +3,456 +115%
NGA
783
Naples Global Advisors
Florida
$248K -$20.6K -525 -8%
AII
784
AGF Investments Inc
Ontario, Canada
$246K -$50.4K -1,279 -17%
BWA
785
Beam Wealth Advisors
Louisiana
$246K +$246K +6,244 New
SWM
786
Segment Wealth Management
Texas
$245K
CA
787
Crewe Advisors
Utah
$243K
EAM
788
Evanson Asset Management
California
$242K +$197 +5 +0.1%
SSCA
789
South Shore Capital Advisors
Massachusetts
$242K +$785 +20 +0.3%
RRA
790
Round Rock Advisors
Connecticut
$240K
BWM
791
Birchcreek Wealth Management
Ohio
$239K +$18.4K +467 +8%
RPSA
792
Richard P. Slaughter Associates
Texas
$238K +$238K +6,060 New
AC
793
Apella Capital
Connecticut
$237K -$18.6K -473 -7%
IWP
794
Innova Wealth Partners
Pennsylvania
$237K -$5.89K -150 -2%
TWP
795
Tempus Wealth Planning
California
$237K +$237K +6,029 New
AA
796
AlphaCentric Advisors
Puerto Rico
$236K +$11K +280 +5%
KFP
797
KMG Fiduciary Partners
Ohio
$235K -$1.02K -26 -0.4%
RMAM
798
Raab & Moskowitz Asset Management
New Jersey
$234K -$2.28K -58 -1%
BFA
799
Beaumont Financial Advisors
Massachusetts
$234K
Financial Engines Advisors
800
Financial Engines Advisors
California
$232K -$303K -7,699 -57%