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iShares Preferred and Income Securities ETF

962 hedge funds and large institutions have $8.18B invested in iShares Preferred and Income Securities ETF in 2021 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 465 increasing their positions, 260 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
962
Holders Change
+11
Holders Change %
+1.16%
% of All Funds
16.79%
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
83
Increased
465
Reduced
260
Closed
60
Calls
$4.25M
Puts
$36.5M
Net Calls
-$32.2M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
826
Palumbo Wealth Management
New York
$210K +$1.46K +37 +0.7%
NWA
827
New World Advisors
Massachusetts
$210K +$210K +5,329 New
BFIM
828
Beese Fulmer Investment Management
Ohio
$207K
HCA
829
Harbour Capital Advisors
Virginia
$207K +$1.97K +50 +1%
SA
830
Strategic Advisors
New York
$205K
PCS
831
Personal CFO Solutions
New Jersey
$205K
CIA
832
Capital Investment Advisors
Georgia
$203K -$17K -432 -8%
TFGT
833
TS Financial Group (TSFG)
Illinois
$203K +$19.5K +495 +11%
NC
834
NovaPoint Capital
Georgia
$203K +$203K +5,173 New
CWM
835
Concentrum Wealth Management
California
$201K -$10.8K -275 -5%
NCM
836
Next Capital Management
New York
$201K +$201K +5,150 New
SWM
837
Sugarloaf Wealth Management
Georgia
$200K +$172K +4,363 +612%
SB
838
Strategic Blueprint
Georgia
$193K +$193K +4,908 New
BC
839
Burleson & Co
California
$190K
NC
840
NewSquare Capital
Pennsylvania
$183K
FWM
841
Focused Wealth Management
New York
$181K -$20.8K -531 -10%
SBL
842
Sargent Bickham Lagudis
Colorado
$177K +$177K +4,504 New
OC
843
Oakworth Capital
Alabama
$175K
CA
844
Clearstead Advisors
Ohio
$166K +$64.5K +1,642 +64%
ARMC
845
American Research & Management Company
Massachusetts
$165K +$138K +3,500 +500%
LF
846
Lee Financial
Texas
$158K
FCM
847
Firestone Capital Management
Florida
$156K
MFA
848
McClarren Financial Advisors
Pennsylvania
$147K +$1.77K +45 +1%
HWA
849
HHM Wealth Advisors
Tennessee
$144K
PO
850
Private Ocean
California
$133K +$23.3K +593 +21%