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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 %
NGA
926
Naples Global Advisors
Florida
$217K -$9.86K -250 -4%
BFA
927
Beacon Financial Advisory
Ohio
$217K
AC
928
Apella Capital
Connecticut
$217K
TFS
929
Thoroughbred Financial Services
Tennessee
$217K +$217K +5,517 New
WP
930
WealthShield Partners
North Carolina
$216K +$5.88K +149 +3%
LSPW
931
Lake Street Private Wealth
Illinois
$216K +$216K +5,476 New
EWM
932
Executive Wealth Management
Michigan
$216K +$216K +5,501 New
GA
933
GFS Advisors
Texas
$213K -$19.7K -500 -8%
AA
934
Alesco Advisors
New York
$213K
9WM
935
9258 Wealth Management
Ohio
$211K +$592 +15 +0.3%
NC
936
NovaPoint Capital
Georgia
$211K +$5.93K +150 +3%
CT
937
Cambridge Trust
Massachusetts
$211K +$211K +5,349 New
FWM
938
Focused Wealth Management
New York
$209K +$1.74K +44 +0.8%
PCS
939
Personal CFO Solutions
New Jersey
$208K +$2.87K +73 +1%
BFIM
940
Beese Fulmer Investment Management
Ohio
$207K
KCM
941
KRS Capital Management
Michigan
$207K +$207K +5,262 New
PWA
942
Primoris Wealth Advisors
Florida
$205K +$205K +5,215 New
BS
943
Boenning & Scattergood
Pennsylvania
$203K -$3.19K -81 -2%
BRC
944
Bell Rock Capital
Delaware
$203K +$203K +5,222 New
VT
945
Vise Technologies
New York
$201K +$201K +5,100 New
CWM
946
Concentrum Wealth Management
California
$201K +$201K +5,105 New
ACG
947
Allen Capital Group
Nebraska
$197K +$30.8K +780 +19%
TFGT
948
TS Financial Group (TSFG)
Illinois
$193K -$11.3K -287 -6%
UB
949
UMB Bank
Missouri
$193K +$193K +4,875 New
BNP Paribas Financial Markets
950
BNP Paribas Financial Markets
France
$190K +$163K +4,142 +608%