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iShares Preferred and Income Securities ETF

962 hedge funds and large institutions have $8.18B invested in iShares Preferred and Income Securities ETF in 2021 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 465 increasing their positions, 260 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
962
Holders Change
+11
Holders Change %
+1.16%
% of All Funds
16.79%
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
83
Increased
465
Reduced
260
Closed
60
Calls
$4.25M
Puts
$36.5M
Net Calls
-$32.2M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
876
Capital Analysts LLC
Pennsylvania
$67K
TFO
877
Tarbox Family Office
California
$65K +$65K +1,650 New
WB
878
Webster Bank
Connecticut
$64K -$132K -3,345 -67%
LAS
879
Lloyd Advisory Services
Georgia
$62K -$1.3M -33,020 -95%
S
880
SignatureFD
Georgia
$59K -$7.25K -185 -11%
HPC
881
HM Payson & Co
Maine
$59K
PK
882
Pflug Koory
Nebraska
$59K +$511 +13 +0.9%
AF
883
Affiance Financial
Minnesota
$56K
BA
884
Ballast Advisors
Minnesota
$55K +$393 +10 +0.7%
BMD
885
Better Money Decisions
New Mexico
$53K +$632 +16 +1%
EL
886
EMFO LLC
Florida
$53K +$53K +1,350 New
EWM
887
Evermay Wealth Management
Virginia
$52K +$52K +1,325 New
PGWM
888
Parisi Gray Wealth Management
New Jersey
$51K +$51K +1,304 New
AC
889
AlphaCore Capital
California
$49K +$49K +1,240 New
VRM
890
Vectors Research Management
New York
$48K +$4.9K +125 +11%
PP
891
PrairieView Partners
Minnesota
$47K
BCPWM
892
Bradley & Co Private Wealth Management
Florida
$45K -$18K -456 -29%
LWA
893
Lowe Wealth Advisors
Maryland
$44K
BAM
894
Bellevue Asset Management
Washington
$44K +$119 +3 +0.3%
RDWM
895
Red Door Wealth Management
Tennessee
$43K +$43K +1,100 New
SC
896
Solstein Capital
California
$42K +$42K +1,060 New
WBC
897
West Branch Capital
Massachusetts
$41K +$41K +1,049 New
FGAM
898
Financial Gravity Asset Management
Texas
$39K
SIM
899
Sonora Investment Management
Arizona
$37K
CC
900
Corsicana & Co
Texas
$36K +$36K +920 New