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iShares Preferred and Income Securities ETF

987 hedge funds and large institutions have $6.04B invested in iShares Preferred and Income Securities ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 302 increasing their positions, 456 reducing their positions, and 126 closing their positions.

Holders
987
Holders Change
-58
Holders Change %
-5.55%
% of All Funds
16.69%
Holding in Top 10
52
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.04%
% of All Funds
0.88%
New
81
Increased
302
Reduced
456
Closed
126
Calls
$23.2M
Puts
$95.2M
Net Calls
-$72M
Net Calls Change
+$59.7M
Name Market Value Shares Shares
Change
Shares
Change %
WOSD
851
WFA of San Diego
California
$102K 3,104 +3,104 New
JEST
852
JTC Employer Solutions Trustee
Jersey
$99K 3,000
WFA
853
Wells Financial Advisors
Massachusetts
$95K 2,880
GI
854
Gradient Investments
Minnesota
$94K 2,866 -127 -4%
GWANC
855
Guardian Wealth Advisors (North Carolina)
North Carolina
$81K 2,462 +2,462 New
MFT
856
Moisand Fitzgerald Tamayo
Florida
$80K 2,430 +2,157 +790%
BFEC
857
Benjamin F. Edwards & Company
Missouri
$78K 2,365 +710 +43%
PFGIA
858
Patriot Financial Group Insurance Agency
Massachusetts
$77K 2,339 +216 +10%
CWA
859
Clearview Wealth Advisors
Oregon
$75K 2,276 +27 +1%
OSAM
860
O'Shaughnessy Asset Management
Connecticut
$73K 2,226 -31 -1%
NC
861
NewSquare Capital
Pennsylvania
$71K 2,158 -1,125 -34%
WT
862
Washington Trust
Rhode Island
$71K 2,150
CMANY
863
Capital Management Associates (New York)
New York
$70K 2,148
TF
864
Tompkins Financial
New York
$67K 2,035
HR
865
Howe & Rusling
New York
$67K 2,048 +1,458 +247%
WWM
866
Wagner Wealth Management
South Carolina
$66K 2,000 -4,072 -67%
CI
867
CX Institutional
Indiana
$66K 2,020 +2,020 New
PP
868
Pacifica Partners
Canada
$63K 1,874 +7 +0.4%
ETI
869
Enterprise Trust & Investment
California
$62K 1,890
RIM
870
Rockbridge Investment Management
New York
$59.3K 1,802 -14,139 -89%
RA
871
Rise Advisors
New York
$59K 1,807 +18 +1%
EW
872
Element Wealth
Mississippi
$59K 1,789 +21 +1%
BWM
873
Baystate Wealth Management
Massachusetts
$58K 1,750 -722 -29%
BFPW
874
BOK Financial Private Wealth
Colorado
$56K 1,708 +1,708 New
HNWAG
875
High Net Worth Advisory Group
Florida
$53K 1,600 -1,000 -38%