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iShares Preferred and Income Securities ETF

959 hedge funds and large institutions have $8.39B invested in iShares Preferred and Income Securities ETF in 2020 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 357 increasing their positions, 277 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+146
Holders Change %
+17.96%
% of All Funds
17.02%
Holding in Top 10
50
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.7%
% of All Funds
0.89%
New
201
Increased
357
Reduced
277
Closed
44
Calls
$13M
Puts
$19.4M
Net Calls
-$6.37M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
801
Executive Wealth Management
Michigan
$220K -$4.57K -119 -2%
ACP
802
Ashfield Capital Partners
California
$220K +$220K +5,700 New
TRCT
803
Tower Research Capital (TRC)
New York
$220K +$220K +5,710 New
RSWM
804
Robertson Stephens Wealth Management
California
$220K +$220K +5,737 New
BB
805
Berkshire Bank
Massachusetts
$218K -$355K -9,213 -62%
H
806
HoyleCohen
California
$217K -$5.77K -150 -3%
WIC
807
Whitegate Investment Counselors
New Hampshire
$217K +$217K +5,645 New
9WM
808
9258 Wealth Management
Ohio
$216K +$216K +5,615 New
LWM
809
Liberty Wealth Management
California
$215K +$834 +22 +0.4%
Calamos Advisors
810
Calamos Advisors
Illinois
$213K -$1.2M -31,100 -85%
QC
811
QCM Cayman
Texas
$212K +$212K +5,508 New
JAG
812
Journey Advisory Group
Kentucky
$212K +$212K +5,513 New
WB
813
Webster Bank
Connecticut
$211K -$48.6K -1,262 -19%
MCWS
814
McKinley Carter Wealth Services
West Virginia
$210K +$210K +5,449 New
FIM
815
Fernwood Investment Management
Massachusetts
$209K +$209K +5,430 New
AA
816
Alesco Advisors
New York
$208K +$208K +5,400 New
VWM
817
Vigilare Wealth Management
Arizona
$206K +$206K +5,354 New
WAS
818
Wealth Advisory Solutions
Indiana
$205K +$205K +5,335 New
PWM
819
Palumbo Wealth Management
New York
$203K +$203K +5,268 New
CWP
820
Capital Wealth Planning
Florida
$203K +$203K +5,284 New
MG
821
Mather Group
Illinois
$202K -$530K -13,797 -72%
CIC
822
Carnegie Investment Counsel
Ohio
$201K -$26.9K -700 -12%
FWM
823
Focused Wealth Management
New York
$199K -$6.48K -168 -3%
AA
824
AlphaCentric Advisors
Puerto Rico
$196K -$1.62K -42 -0.8%
AWA
825
Artemis Wealth Advisors
New York
$191K +$17.9K +466 +10%