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iShares Preferred and Income Securities ETF

959 hedge funds and large institutions have $8.39B invested in iShares Preferred and Income Securities ETF in 2020 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 357 increasing their positions, 277 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+146
Holders Change %
+17.96%
% of All Funds
17.02%
Holding in Top 10
50
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.7%
% of All Funds
0.89%
New
201
Increased
357
Reduced
277
Closed
44
Calls
$13M
Puts
$19.4M
Net Calls
-$6.37M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Shares
Change %
DA
851
DCM Advisors
New York
$103K +$103K +2,675 New
TI
852
Truehand Inc
New Hampshire
$100K
FRA
853
Front Row Advisors
California
$97K +$5.76K +150 +6%
WEC
854
Winslow Evans & Crocker
Massachusetts
$95K +$95K +2,479 New
TLFA
855
True Link Financial Advisors
California
$93K +$93K +841 New
BFEC
856
Benjamin F. Edwards & Company
Missouri
$90K +$9.91K +257 +12%
VBCG
857
Valley Brook Capital Group
Pennsylvania
$90K +$90K +2,350 New
TIAM2
858
Tru Independence Asset Management 2
Oregon
$88K +$88K +2,283 New
MFT
859
Moisand Fitzgerald Tamayo
Florida
$85K +$53.4K +1,384 +169%
EIP
860
Ellis Investment Partners
Pennsylvania
$84K +$35.1K +916 +72%
LF
861
Lee Financial
Texas
$83K +$53.5K +1,395 +181%
CWA
862
Clearview Wealth Advisors
Oregon
$82K +$82K +2,136 New
SIM
863
Sonora Investment Management
Arizona
$79K +$19.3K +500 +32%
AWG
864
Altus Wealth Group
Colorado
$77K +$77K +1,995 New
KCM
865
Kathmere Capital Management
Pennsylvania
$76K -$2.9K -75 -4%
PCA
866
Providence Capital Advisors
North Carolina
$76K +$70.6K +1,821 +1,301%
FCH
867
Freestone Capital Holdings
Washington
$73.2K
BWM
868
Baystate Wealth Management
Massachusetts
$73K +$2.71K +70 +4%
SWM
869
Sugarloaf Wealth Management
Georgia
$72K
EW
870
Element Wealth
Mississippi
$72K +$967 +25 +1%
HI
871
Hudock Inc
Pennsylvania
$71K -$7.19K -188 -9%
CWC
872
Carolinas Wealth Consulting
North Carolina
$70K +$967 +25 +1%
SAM
873
S.A. Mason
Michigan
$68K
S
874
SignatureFD
Georgia
$65K
TC
875
Truvestments Capital
Florida
$65K +$65K +1,714 New