PFF icon

iShares Preferred and Income Securities ETF

959 hedge funds and large institutions have $8.39B invested in iShares Preferred and Income Securities ETF in 2020 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 357 increasing their positions, 277 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+146
Holders Change %
+17.96%
% of All Funds
17.02%
Holding in Top 10
50
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.7%
% of All Funds
0.89%
New
201
Increased
357
Reduced
277
Closed
44
Calls
$13M
Puts
$19.4M
Net Calls
-$6.37M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Shares
Change %
RP
901
Rice Partnership
Hawaii
$35K +$35K +900 New
AL
902
ADE LLC
Maryland
$33K +$33K +860 New
BWL
903
Bogart Wealth LLC
Virginia
$32K
GSAM
904
Grant Street Asset Management
Pennsylvania
$32K +$32K +833 New
WT
905
Washington Trust
Rhode Island
$31K
LDFR
906
Lehman & Derafelo Financial Resources
Pennsylvania
$31K
ARMC
907
American Research & Management Company
Massachusetts
$27K
OSAM
908
O'Shaughnessy Asset Management
Connecticut
$26K
SWA
909
Sutton Wealth Advisors
Florida
$25.8K
AIM
910
Anchor Investment Management
South Carolina
$25K
SWA
911
SOA Wealth Advisors
New York
$25K +$25K +672 New
EA
912
Elm Advisors
California
$24K +$24K +625 New
CBT
913
CoreFirst Bank & Trust
Kansas
$23K +$23K +600 New
GC
914
Grace Capital
Massachusetts
$23K +$23K +600 New
IA
915
Inspire Advisors
Idaho
$22K +$22K +558 New
GLLW
916
Graves Light Lenhart Wealth
Virginia
$22K +$22K +562 New
TC
917
Tacita Capital
Ontario, Canada
$22K +$22K +565 New
PMFA
918
Plante Moran Financial Advisors
Michigan
$21K +$304 +8 +1%
HCM
919
Horrell Capital Management
Arkansas
$19K
TFS
920
TrustCore Financial Services
Tennessee
$19K
SQA
921
Simon Quick Advisors
New Jersey
$19K +$19K +490 New
CFO
922
CVA Family Office
Colorado
$19K +$19K +500 New
BSSFA
923
Baron Silver Stevens Financial Advisors
Florida
$19K +$19K +510 New
PWPS
924
Pinnacle Wealth Planning Services
Ohio
$18K +$18K +480 New
FFA
925
Freedman Financial Associates
Massachusetts
$16K +$16K +416 New