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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 %
Financial Engines Advisors
901
Financial Engines Advisors
California
$237K -$40.8K -1,034 -15%
RSWM
902
Robertson Stephens Wealth Management
California
$236K +$236K +6,000 New
FHA
903
Flagship Harbor Advisors
Massachusetts
$235K +$235K +5,958 New
BCP
904
Berkeley Capital Partners
Georgia
$234K +$3.19K +81 +1%
NCM
905
Next Capital Management
New York
$233K
JAG
906
Journey Advisory Group
Kentucky
$233K +$15.6K +395 +7%
LWMG
907
Levy Wealth Management Group
Pennsylvania
$231K +$231K +5,861 New
LIM
908
Leavell Investment Management
Alabama
$230K
OFA
909
Oak Family Advisors
Illinois
$229K
PAM
910
Palisade Asset Management
Minnesota
$228K
SFP
911
Sandbox Financial Partners
Maryland
$228K
DWM
912
Denver Wealth Management
Colorado
$228K +$228K +5,786 New
CC
913
Commons Capital
Massachusetts
$225K +$225K +5,695 New
CAC
914
Certified Advisory Corp
Florida
$224K +$224K +5,674 New
ANB
915
Amarillo National Bank
Texas
$224K +$224K +5,685 New
MAM
916
McLean Asset Management
Virginia
$223K
AWM
917
Abound Wealth Management
Tennessee
$223K +$223K +5,653 New
IIA
918
IPG Investment Advisors
California
$222K +$222K +5,607 New
BFIC
919
Bedell Frazier Investment Counselling
California
$221K +$221K +5,612 New
AHIA
920
Andrew Hill Investment Advisors
Florida
$221K +$221K +5,613 New
KC
921
Kingfisher Capital
North Carolina
$220K -$229K -5,809 -51%
Calamos Advisors
922
Calamos Advisors
Illinois
$218K
JHCP
923
Jackson Hole Capital Partners
Oklahoma
$218K
T
924
TNF
Montana
$218K
CFA
925
Carroll Financial Associates
North Carolina
$217K -$48.8K -1,252 -18%