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iShares Preferred and Income Securities ETF

1,045 hedge funds and large institutions have $7.11B invested in iShares Preferred and Income Securities ETF in 2022 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 365 increasing their positions, 427 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,045
Holders Change
-54
Holders Change %
-4.91%
% of All Funds
16.54%
Holding in Top 10
46
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-28.13%
% of All Funds
0.73%
New
96
Increased
365
Reduced
427
Closed
135
Calls
$20.8M
Puts
$153M
Net Calls
-$132M
Net Calls Change
-$72.2M
Name Holding Trade Value Shares
Change
Shares
Change %
MSAM
801
Moloney Securities Asset Management
Missouri
$284K -$21.6K -592 -7%
CRC
802
Curi RMB Capital
Illinois
$284K +$9.11K +250 +3%
JWA
803
JFS Wealth Advisors
Pennsylvania
$282K -$34.3K -942 -11%
WMA
804
West Michigan Advisors
Michigan
$282K -$1.02K -28 -0.4%
PMA
805
Prudent Man Advisors
Illinois
$282K
LC
806
Lindbrook Capital
California
$281K -$2.11M -57,938 -88%
SCA
807
Strategic Capital Advisers
Colorado
$281K +$109 +3 +0%
APW
808
Aurora Private Wealth
New Jersey
$280K +$17.5K +481 +7%
OCPWS
809
One Charles Private Wealth Services
Massachusetts
$277K -$7.06K -194 -2%
Luther King Capital Management (LKCM)
810
Luther King Capital Management (LKCM)
Texas
$276K -$273K
PFA
811
Pettinga Financial Advisors
Indiana
$273K -$8.26K -227 -3%
CA
812
Clearstead Advisors
Ohio
$273K +$46.2K +1,268 +20%
LFS
813
Legacy Financial Strategies
Kansas
$272K +$272K +7,464 New
AAA
814
Adams Asset Advisors
Texas
$266K
TFP
815
Tilia Fiduciary Partners
North Carolina
$265K -$24.7K -678 -9%
FWSM
816
First Wilshire Securities Management
California
$264K -$85.3K -2,343 -24%
CA
817
Crewe Advisors
Utah
$264K -$75.4K -2,072 -22%
1WM
818
1900 Wealth Management
Texas
$264K -$44.6K -1,224 -14%
SWP
819
Strategic Wealth Partners
Ohio
$262K -$48K -1,318 -15%
HWMA
820
Heritage Wealth Management (Arizona)
Arizona
$262K +$262K +7,189 New
WLIM
821
White Lighthouse Investment Management
Massachusetts
$261K -$24.4K -669 -9%
NFG
822
Nations Financial Group
Iowa
$261K -$13.5K -371 -5%
ACI
823
Alpha Cubed Investments
California
$260K +$260K +7,138 New
TCM
824
Tran Capital Management
California
$259K
AA
825
Ancora Advisors
Ohio
$257K -$1.13M -30,924 -81%