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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 %
NWA
826
Navis Wealth Advisors
New York
$315K
TFP
827
Tilia Fiduciary Partners
North Carolina
$314K +$314K +7,966 New
CIAS
828
Capital Investment Advisory Services
North Carolina
$313K +$24.5K +621 +8%
MAWCM
829
Mine & Arao Wealth Creation & Management
California
$312K +$16.2K +411 +5%
SWMP
830
Signature Wealth Management Partners
New Jersey
$311K +$632 +16 +0.2%
VC
831
Vicus Capital
Pennsylvania
$311K +$311K +8,318 New
WLIM
832
White Lighthouse Investment Management
Massachusetts
$309K
F4L
833
Fortune 45 LLC
Louisiana
$309K +$309K +7,862 New
OCPWS
834
One Charles Private Wealth Services
Massachusetts
$308K -$66.3K -1,679 -18%
WMA
835
West Michigan Advisors
Michigan
$306K +$306K +7,763 New
PFA
836
Pettinga Financial Advisors
Indiana
$305K -$4.1K -104 -1%
PMA
837
Prudent Man Advisors
Illinois
$305K +$40.2K +1,022 +15%
SCA
838
Strategic Capital Advisers
Colorado
$304K +$158 +4 +0.1%
CCM
839
Canal Capital Management
Virginia
$302K +$302K +7,662 New
CFD
840
Creative Financial Designs
Indiana
$298K +$6.61K +168 +2%
CRC
841
Curi RMB Capital
Illinois
$297K -$8.03K -204 -3%
NFG
842
Nations Financial Group
Iowa
$297K +$4.26K +108 +1%
MFG
843
Merit Financial Group
Georgia
$296K +$296K +7,512 New
WSTAM
844
Wilbanks Smith & Thomas Asset Management
Virginia
$295K
RFA
845
Resurgent Financial Advisors
Georgia
$291K +$291K +7,390 New
AWA
846
Arkadios Wealth Advisors
Georgia
$290K +$41.3K +1,047 +17%
WJWM
847
Williams Jones Wealth Management
New York
$288K -$471K -11,975 -62%
AAA
848
Adams Asset Advisors
Texas
$288K
SHA
849
Seneca House Advisors
Virginia
$288K +$288K +7,300 New
MFA
850
Mayflower Financial Advisors
Massachusetts
$286K -$34.4K -873 -11%