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iShares Preferred and Income Securities ETF

987 hedge funds and large institutions have $6.04B invested in iShares Preferred and Income Securities ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 302 increasing their positions, 456 reducing their positions, and 126 closing their positions.

Holders
987
Holders Change
-58
Holders Change %
-5.55%
% of All Funds
16.69%
Holding in Top 10
52
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.04%
% of All Funds
0.88%
New
81
Increased
302
Reduced
456
Closed
126
Calls
$23.2M
Puts
$95.2M
Net Calls
-$72M
Net Calls Change
+$59.7M
Name Market Value Shares Shares
Change
Shares
Change %
OCPWS
801
One Charles Private Wealth Services
Massachusetts
$209K 6,302 -1,307 -17%
SBL
802
Sargent Bickham Lagudis
Colorado
$209K 6,343 +2,626 +71%
ACP
803
Ashfield Capital Partners
California
$207K 6,300 -250 -4%
MIM
804
Macroview Investment Management
Maryland
$206K 6,250 -4,244 -40%
TSWM
805
Tyler-Stone Wealth Management
Ohio
$206K 6,254 +10 +0.2%
NFG
806
Nations Financial Group
Iowa
$205K 6,244 -909 -13%
SWM
807
Segment Wealth Management
Texas
$205K 6,230
CAG
808
Csenge Advisory Group
Florida
$205K 6,222 +592 +11%
DWM
809
Denver Wealth Management
Colorado
$202K 6,138 +6,138 New
KWM
810
Keebeck Wealth Management
Illinois
$202K 6,141 +6,141 New
JWCA
811
J.W. Coons Advisors
Ohio
$201K 6,125
BFA
812
Beacon Financial Advisory
Ohio
$201K 6,117 +622 +11%
LWM
813
Liberty Wealth Management
California
$201K 6,138 +6,138 New
AIC
814
Archer Investment Corporation
Indiana
$197K 6,000 -6,900 -53%
TFP
815
Tilia Fiduciary Partners
North Carolina
$193K 5,811 -1,477 -20%
ZIG
816
Zullo Investment Group
Pennsylvania
$189K 5,760 -2,750 -32%
CT
817
Cambridge Trust
Massachusetts
$189K 5,763 -2,428 -30%
ACA
818
Aptus Capital Advisors
Alabama
$187K 5,696 -828 -13%
BC
819
Burleson & Co
California
$185K 5,628
BCV
820
Banque Cantonale Vaudoise
Switzerland
$183K 5,575
JHCP
821
Jackson Hole Capital Partners
Oklahoma
$182K 5,524
CFD
822
Creative Financial Designs
Indiana
$176K 5,350 +6 +0.1%
FRA
823
Front Row Advisors
California
$172K 5,242
CIAS
824
Capital Investment Advisory Services
North Carolina
$168K 5,098 +1 +0%
ECM
825
Elgethun Capital Management
South Dakota
$168K 5,112 +130 +3%