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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 %
AA
801
AlphaCentric Advisors
Puerto Rico
$220K +$24.2K +629 +12%
H
802
HoyleCohen
California
$217K
EWM
803
Executive Wealth Management
Michigan
$216K -$2.91K -76 -1%
LWM
804
Liberty Wealth Management
California
$215K
BWM
805
Birchcreek Wealth Management
Ohio
$215K +$60.4K +1,576 +39%
CIA
806
Capital Investment Advisors
Georgia
$214K +$214K +5,581 New
IWM
807
IHT Wealth Management
Illinois
$213K -$44.1K -1,147 -17%
BI
808
Bramshill Investments
Florida
$213K +$213K +5,556 New
Calamos Advisors
809
Calamos Advisors
Illinois
$212K
JAG
810
Journey Advisory Group
Kentucky
$212K
JHCP
811
Jackson Hole Capital Partners
Oklahoma
$212K +$86K +2,240 +68%
CCA
812
Conestoga Capital Advisors
Pennsylvania
$212K +$212K +5,531 New
ACG
813
Allen Capital Group
Nebraska
$211K -$9.61K -250 -4%
FIM
814
Fernwood Investment Management
Massachusetts
$209K
CWM
815
Concentrum Wealth Management
California
$207K -$105K -2,721 -34%
AA
816
Alesco Advisors
New York
$207K
BFA
817
Beacon Financial Advisory
Ohio
$206K +$206K +5,366 New
9WM
818
9258 Wealth Management
Ohio
$204K -$12K -311 -6%
PWM
819
Palumbo Wealth Management
New York
$203K +$921 +24 +0.5%
SCM
820
Snow Capital Management
Pennsylvania
$203K +$203K +5,285 New
BFIM
821
Beese Fulmer Investment Management
Ohio
$202K +$202K +5,250 New
MCM
822
Murphy Capital Management
New Jersey
$202K +$202K +5,280 New
FI
823
Financial Insights
Washington
$201K -$31K -810 -13%
SA
824
Strategic Advisors
New York
$200K -$50.4K -1,317 -20%
HCA
825
Harbour Capital Advisors
Virginia
$200K +$200K +5,200 New