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iShares Preferred and Income Securities ETF

1,099 hedge funds and large institutions have $8.75B invested in iShares Preferred and Income Securities ETF in 2021 Q4 according to their latest regulatory filings, with 203 funds opening new positions, 468 increasing their positions, 269 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
+128
Holders Change %
+13.18%
% of All Funds
16.97%
Holding in Top 10
64
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+18.52%
% of All Funds
0.99%
New
203
Increased
468
Reduced
269
Closed
63
Calls
$12.5M
Puts
$72.1M
Net Calls
-$59.6M
Net Calls Change
-$380M
Name Holding Trade Value Shares
Change
Shares
Change %
WAG
801
Winthrop Advisory Group
Massachusetts
$347K +$11.1K +280 +3%
AFP
802
Ausdal Financial Partners
Iowa
$346K -$44.4K -1,127 -11%
AA
803
AlphaCentric Advisors
Puerto Rico
$344K -$134K -3,410 -28%
JWA
804
JFS Wealth Advisors
Pennsylvania
$343K -$115K -2,905 -25%
ACP
805
Ashfield Capital Partners
California
$343K +$4.93K +125 +1%
APW
806
Austin Private Wealth
Texas
$340K -$4.61K -117 -1%
RMC
807
Resources Management Corp
Connecticut
$340K +$24.1K +610 +8%
CCG
808
Cypress Capital Group
Florida
$338K -$271K -6,850 -44%
GP
809
Girard Partners
Pennsylvania
$337K -$7.37K -187 -2%
SWP
810
Strategic Wealth Partners
Ohio
$335K +$9.37K +238 +3%
HWM
811
HB Wealth Management
Georgia
$335K +$335K +8,494 New
1WM
812
1900 Wealth Management
Texas
$334K -$784K -19,901 -70%
CFO
813
CVA Family Office
Colorado
$334K +$334K +8,475 New
AFS
814
AFG Fiduciary Services
Massachusetts
$334K +$334K +8,483 New
SB
815
Sunflower Bank
Texas
$333K +$24.4K +620 +8%
CWM
816
C2C Wealth Management
Arizona
$332K +$332K +8,415 New
MSAM
817
Moloney Securities Asset Management
Missouri
$331K +$710 +18 +0.2%
LWM
818
Laidlaw Wealth Management
New York
$331K +$331K +8,393 New
SWM
819
Sugarloaf Wealth Management
Georgia
$324K +$2.88K +73 +0.9%
OFG
820
Omega Financial Group
California
$323K
JCM
821
Jacobsen Capital Management
Utah
$320K +$827 +21 +0.3%
IFA
822
Interactive Financial Advisors
Illinois
$318K -$222K -5,617 -41%
RI
823
Ridgewood Investments
New Jersey
$317K +$104K +2,650 +49%
SIA
824
Soltis Investment Advisors
Utah
$315K -$63.9K -1,621 -17%
VCWA
825
Vanguard Capital Wealth Advisors
Colorado
$315K -$19.6K -497 -6%