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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 %
CWA
851
Core Wealth Advisors
Florida
$285K +$315 +8 +0.1%
APW
852
Aurora Private Wealth
New Jersey
$284K -$67.3K -1,708 -19%
PCM
853
Princeton Capital Management
New Jersey
$282K -$6.38K -162 -2%
TCM
854
Tran Capital Management
California
$281K
ECM
855
Elgethun Capital Management
South Dakota
$280K +$2.66K +68 +1%
MCM
856
Marathon Capital Management
Maryland
$279K
VFPI
857
Vantage Financial Partners (Illinois)
Illinois
$278K
PFA
858
Paradigm Financial Advisors
Missouri
$278K +$3.79K +96 +1%
CIA
859
Capital Investment Advisors
Georgia
$278K +$66.9K +1,698 +32%
SMH
860
Sanders Morris Harris
Texas
$276K
BW
861
Bison Wealth
Georgia
$276K
BHWM
862
Beaird Harris Wealth Management
Texas
$276K +$276K +6,996 New
FF
863
Friedenthal Financial
New Jersey
$274K
Luther King Capital Management (LKCM)
864
Luther King Capital Management (LKCM)
Texas
$273K -$292K
H
865
HoyleCohen
California
$272K +$41.9K +1,064 +18%
TF
866
TimeScale Financial
Massachusetts
$271K -$177K -4,492 -39%
SIG
867
Stonegate Investment Group
Alabama
$271K +$271K +6,874 New
RT
868
Rockland Trust
Massachusetts
$270K +$12.1K +306 +5%
SSCA
869
South Shore Capital Advisors
Massachusetts
$270K +$20.7K +524 +8%
CC
870
Cypress Capital
Tennessee
$269K +$24.8K +630 +10%
1CM
871
1492 Capital Management
Wisconsin
$269K +$43.5K +1,102 +19%
TSWM
872
Tyler-Stone Wealth Management
Ohio
$267K +$267K +6,763 New
HCA
873
Harbour Capital Advisors
Virginia
$265K +$20.3K +515 +8%
SC
874
Savant Capital
Illinois
$262K
VWM
875
Vigilare Wealth Management
Arizona
$261K -$14.3K -362 -5%