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iShares Preferred and Income Securities ETF

971 hedge funds and large institutions have $8.2B invested in iShares Preferred and Income Securities ETF in 2021 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 475 increasing their positions, 245 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
Holders Change
+9
Holders Change %
+0.94%
% of All Funds
17.05%
Holding in Top 10
54
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20%
% of All Funds
0.95%
New
74
Increased
475
Reduced
245
Closed
54
Calls
$336M
Puts
$16.2M
Net Calls
+$320M
Net Calls Change
+$352M
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
801
Beam Wealth Advisors
Louisiana
$240K -$2.64K -68 -1%
CA
802
Crewe Advisors
Utah
$240K
CC
803
Cypress Capital
Tennessee
$240K +$240K +6,190 New
RRA
804
Round Rock Advisors
Connecticut
$237K
BWM
805
Birchcreek Wealth Management
Ohio
$236K
RPSA
806
Richard P. Slaughter Associates
Texas
$235K
TWP
807
Tempus Wealth Planning
California
$234K
IWP
808
Innova Wealth Partners
Pennsylvania
$234K
CIC
809
Carnegie Investment Counsel
Ohio
$232K +$9.7K +250 +4%
FNBOO
810
First National Bank of Omaha
Nebraska
$230K
BFA
811
Beaumont Financial Advisors
Massachusetts
$230K
NCM
812
Next Capital Management
New York
$230K +$29.8K +767 +15%
GA
813
GFS Advisors
Texas
$229K +$229K +5,900 New
LIM
814
Leavell Investment Management
Alabama
$227K
BCP
815
Berkeley Capital Partners
Georgia
$227K +$2.64K +68 +1%
OFA
816
Oak Family Advisors
Illinois
$226K -$460K -11,843 -67%
CFB
817
Cullen/Frost Bankers
Texas
$226K +$77 +2 +0%
H
818
HoyleCohen
California
$226K +$7.36K +190 +3%
PAM
819
Palisade Asset Management
Minnesota
$225K
MAM
820
McLean Asset Management
Virginia
$225K +$225K +5,727 New
SFP
821
Sandbox Financial Partners
Maryland
$224K +$224K +5,782 New
NGA
822
Naples Global Advisors
Florida
$223K -$21.7K -560 -9%
GVAG
823
Great Valley Advisor Group
Delaware
$223K +$223K +5,745 New
1CM
824
1492 Capital Management
Wisconsin
$222K +$428 +11 +0.2%
LWM
825
Liberty Wealth Management
California
$220K +$737 +19 +0.3%