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iShares Preferred and Income Securities ETF

1,045 hedge funds and large institutions have $7.11B invested in iShares Preferred and Income Securities ETF in 2022 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 365 increasing their positions, 427 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,045
Holders Change
-54
Holders Change %
-4.91%
% of All Funds
16.54%
Holding in Top 10
46
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-28.13%
% of All Funds
0.73%
New
96
Increased
365
Reduced
427
Closed
135
Calls
$20.8M
Puts
$153M
Net Calls
-$132M
Net Calls Change
-$72.2M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
851
Avalon Capital Management
California
$236K +$236K +6,960 New
WSTAM
852
Wilbanks Smith & Thomas Asset Management
Virginia
$235K -$15.4K -460 -6%
HIMC
853
Heritage Investors Management Corp
Maryland
$235K
CSPAM
854
Cary Street Partners Asset Management
Virginia
$231K +$231K +6,345 New
SWM
855
Sugarloaf Wealth Management
Georgia
$230K -$69.6K -1,911 -23%
SAM
856
Summit Asset Management
Tennessee
$229K +$229K +6,297 New
TSWM
857
Tyler-Stone Wealth Management
Ohio
$227K -$18.9K -519 -8%
SWM
858
Segment Wealth Management
Texas
$227K
FHA
859
Flagship Harbor Advisors
Massachusetts
$226K +$8.93K +245 +4%
FPAS
860
Focus Partners Advisor Solutions
Missouri
$226K +$226K +6,215 New
FCM
861
Fortis Capital Management
Washington
$224K +$224K +6,160 New
JWCA
862
J.W. Coons Advisors
Ohio
$223K
RRA
863
Round Rock Advisors
Connecticut
$223K
NGA
864
Naples Global Advisors
Florida
$223K +$22.6K +620 +11%
WWM
865
Wagner Wealth Management
South Carolina
$222K +$78.3K +2,142 +55%
COF
866
Capital One Financial
Virginia
$220K -$848K -23,266 -79%
IWP
867
Innova Wealth Partners
Pennsylvania
$220K
LRWA
868
Long Run Wealth Advisors
New York
$220K +$182 +5 +0.1%
CS
869
Comerica Securities
Michigan
$219K +$219K +6,021 New
BCP
870
Berkeley Capital Partners
Georgia
$218K +$1.39K +38 +0.6%
HIF
871
Hill Island Financial
Michigan
$217K -$6.27K -172 -3%
LWMG
872
Levy Wealth Management Group
Pennsylvania
$215K +$1.24K +34 +0.6%
BWM
873
Birchcreek Wealth Management
Ohio
$213K -$9.05K -248 -4%
PAM
874
Palisade Asset Management
Minnesota
$211K
SFP
875
Sandbox Financial Partners
Maryland
$211K