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iShares Preferred and Income Securities ETF

951 hedge funds and large institutions have $7.39B invested in iShares Preferred and Income Securities ETF in 2021 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 426 increasing their positions, 296 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
951
Holders Change
-8
Holders Change %
-0.83%
% of All Funds
16.75%
Holding in Top 10
45
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10%
% of All Funds
0.79%
New
86
Increased
426
Reduced
296
Closed
84
Calls
$4.54M
Puts
$58.9M
Net Calls
-$54.3M
Net Calls Change
-$48M
Name Holding Trade Value Shares
Change
Shares
Change %
OSAM
901
O'Shaughnessy Asset Management
Connecticut
$26K
SWA
902
Sutton Wealth Advisors
Florida
$25.8K
SWA
903
SOA Wealth Advisors
New York
$25K
AIM
904
Anchor Investment Management
South Carolina
$25K
CBT
905
CoreFirst Bank & Trust
Kansas
$23K
TCWM
906
Total Clarity Wealth Management
Illinois
$23K +$23K +588 New
GLLW
907
Graves Light Lenhart Wealth
Virginia
$22K
SQA
908
Simon Quick Advisors
New Jersey
$22K +$3.73K +100 +20%
PMFA
909
Plante Moran Financial Advisors
Michigan
$21K +$151 +4 +0.7%
MWM
910
Mascoma Wealth Management
New Hampshire
$20K +$20K +532 New
HCM
911
Horrell Capital Management
Arkansas
$19K
EP
912
Eudaimonia Partners
Tennessee
$18K +$18K +468 New
TC
913
Tacita Capital
Ontario, Canada
$17K -$4.34K -115 -20%
FFA
914
Freedman Financial Associates
Massachusetts
$16K
M1FG
915
Mach-1 Financial Group
Arkansas
$15K
HFA
916
HC Financial Advisors
California
$12K
EWM
917
Elmwood Wealth Management
California
$12K +$12K +300 New
PCG
918
Private Capital Group
Connecticut
$11K
AIL
919
AGF Investments LLC
Ontario, Canada
$11K
QI
920
QS Investors
New York
$11K
HI
921
Hoey Investments
Pennsylvania
$11K
RDFA
922
Ritter Daniher Financial Advisory
Ohio
$11K
WAS
923
Winch Advisory Services
Wisconsin
$11K +$116 +3 +1%
TPCW
924
TD Private Client Wealth
New York
$10.8K +$10.8K +281 New
PCA
925
Providence Capital Advisors
North Carolina
$10K -$61.8K -1,688 -86%