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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 %
CGFA
876
Colton Groome Financial Advisors
North Carolina
$261K +$261K +6,612 New
LIA
877
LS Investment Advisors
Michigan
$258K
CWM
878
Connecticut Wealth Management
Connecticut
$257K -$29.6K -750 -10%
RG
879
Retirement Group
California
$256K -$382K -9,686 -60%
CPSC
880
Carl P. Sherr & Co
Massachusetts
$256K +$256K +6,485 New
HIMC
881
Heritage Investors Management Corp
Maryland
$255K
ACA
882
Aptus Capital Advisors
Alabama
$254K
BWA
883
Beam Wealth Advisors
Louisiana
$249K +$5.52K +140 +2%
GPA
884
Guerra Pan Advisors
New Jersey
$249K +$249K +6,305 New
VST
885
Van Strum & Towne
California
$248K +$248K +6,295 New
TDC
886
Thompson Davis & Co
Virginia
$247K +$247K +6,264 New
SWM
887
Segment Wealth Management
Texas
$246K
CA
888
Clearstead Advisors
Ohio
$245K +$143K +3,634 +141%
EAM
889
Evanson Asset Management
California
$243K +$276 +7 +0.1%
JWCA
890
J.W. Coons Advisors
Ohio
$242K +$242K +6,125 New
VCM
891
Vivaldi Capital Management
Illinois
$242K +$242K +6,141 New
RRA
892
Round Rock Advisors
Connecticut
$241K
HIF
893
Hill Island Financial
Michigan
$241K +$241K +6,123 New
AG
894
Ascent Group
Virginia
$241K +$241K +6,326 New
WIA
895
World Investment Advisors
California
$240K -$5.3K -146 -2%
BWM
896
Birchcreek Wealth Management
Ohio
$240K +$315 +8 +0.1%
TWP
897
Tempus Wealth Planning
California
$238K
IWP
898
Innova Wealth Partners
Pennsylvania
$238K
LRWA
899
Long Run Wealth Advisors
New York
$238K +$238K +6,023 New
CA
900
CapWealth Advisors
Tennessee
$237K -$72.7K -1,844 -23%