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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.

Holders
1,099
Holders Change
+128
Holders Change %
+13.18%
% of All Funds
16.98%
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 Market Value Shares Shares
Change
Shares
Change %
WBG
76
Wharton Business Group
Pennsylvania
$18.7M 473,580 +473,580 New
CCM
77
Crabel Capital Management
California
$18.4M 465,997 +424,423 +1,021%
PAG
78
Private Advisor Group
New Jersey
$18.4M 465,511 -138,861 -23%
BF
79
BOK Financial
Oklahoma
$17.9M 452,792 +4,607 +1%
BCI
80
Brinker Capital Investments
Pennsylvania
$16.6M 421,563 +43,868 +12%
FBB
81
Fulton Breakefield Broenniman
Maryland
$16.3M 414,468 +34,081 +9%
NW
82
NewEdge Wealth
Pennsylvania
$15.8M 401,056 +315,110 +367%
EWA
83
Exencial Wealth Advisors
Oklahoma
$15.6M 394,537 +394,537 New
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$15.4M 391,352 +211,047 +117%
GFG
85
Greystone Financial Group
Michigan
$15.4M 391,304 +391,304 New
FSC
86
Full Sail Capital
Oklahoma
$15.2M 404,224 -110,580 -21%
RIA
87
Regal Investment Advisors
Michigan
$15.2M 386,343 +94,560 +32%
HNB
88
Huntington National Bank
Ohio
-25,035 Closed
TC
89
TAP Consulting
Missouri
$14.6M 369,869 +36,703 +11%
BAM
90
Brave Asset Management
New Jersey
$14.5M 366,673 +46,188 +14%
PI
91
Parkside Investments
Illinois
$14.4M 364,679 +17,869 +5%
BWFA
92
Baltimore-Washington Financial Advisors
Maryland
$14.3M 363,883 +15,349 +4%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$14M 353,967 +11,353 +3%
AIA
94
Avalon Investment & Advisory
Texas
$13.7M 347,215 -70,681 -17%
ASN
95
Advisory Services Network
Georgia
$13.5M 343,423 +63,175 +23%
CAN
96
Cetera Advisor Networks
California
$13.3M 338,124 +16,343 +5%
BRWA
97
B. Riley Wealth Advisors
Florida
$13.3M 337,835 -72,101 -18%
WI
98
WBI Investments
New Jersey
$13.1M 333,323 +129,570 +64%
AP
99
Atwood & Palmer
Missouri
$13.1M 332,278 +5,892 +2%
ANTB
100
AMG National Trust Bank
Colorado
$13M 328,842 +21,780 +7%