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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 %
CWC
901
Carolinas Wealth Consulting
North Carolina
$35K -$37.7K -946 -52%
ETI
902
Enterprise Trust & Investment
California
$35K +$35K +890 New
OSNBOA
903
Old Second National Bank of Aurora
Illinois
$34K
AL
904
ADE LLC
Maryland
$34K
PP
905
Pacifica Partners
Canada
$33K -$5.59K -145 -14%
LDFR
906
Lehman & Derafelo Financial Resources
Pennsylvania
$32K
EBSAM
907
Eubel Brady & Suttman Asset Management
Ohio
$31K -$31K -800 -50%
ICM
908
Islay Capital Management
Texas
$31K
HI
909
Hudock Inc
Pennsylvania
$28K
OFG
910
Oxford Financial Group
Indiana
$28K
OSAM
911
O'Shaughnessy Asset Management
Connecticut
$27K
SWA
912
Sutton Wealth Advisors
Florida
$26.4K
SWA
913
SOA Wealth Advisors
New York
$26K
AWMS
914
Advocacy Wealth Management Services
Georgia
$26K +$26K +667 New
AIM
915
Anchor Investment Management
South Carolina
$25.6K
CBT
916
CoreFirst Bank & Trust
Kansas
$24K
HR
917
Howe & Rusling
New York
$23K -$16K -410 -41%
SQA
918
Simon Quick Advisors
New Jersey
$23K
GLLW
919
Graves Light Lenhart Wealth
Virginia
$22K
PMFA
920
Plante Moran Financial Advisors
Michigan
$22K +$273 +7 +1%
HCM
921
Horrell Capital Management
Arkansas
$20K
FFG
922
Ford Financial Group
California
$20K +$20K +511 New
BBL
923
Beck Bode LLC
Massachusetts
$20K +$20K +515 New
TC
924
Tacita Capital
Ontario, Canada
$18K
1IA
925
1834 Investment Advisors
Wisconsin
$17K -$30.9K -784 -65%