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iShares Preferred and Income Securities ETF

987 hedge funds and large institutions have $6.04B invested in iShares Preferred and Income Securities ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 302 increasing their positions, 456 reducing their positions, and 126 closing their positions.

Holders
987
Holders Change
-58
Holders Change %
-5.55%
% of All Funds
16.69%
Holding in Top 10
52
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.04%
% of All Funds
0.88%
New
81
Increased
302
Reduced
456
Closed
126
Calls
$23.2M
Puts
$95.2M
Net Calls
-$72M
Net Calls Change
+$59.7M
Name Market Value Shares Shares
Change
Shares
Change %
QFA
76
Quattro Financial Advisors
Texas
$12M 365,759 +346,724 +1,822%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$11.8M 359,454 +2,206 +0.6%
AIA
78
Avalon Investment & Advisory
Texas
$11.6M 352,853 +868 +0.2%
AWS
79
Atria Wealth Solutions
New York
$11.1M 133,400 -139,835 -51%
BWFA
80
Baltimore-Washington Financial Advisors
Maryland
$11M 334,244 +52,522 +19%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$10.8M 328,040 -57,472 -15%
SWIG
82
Strategic Wealth Investment Group
Kentucky
$10.7M 325,442 -25,307 -7%
SFG
83
Sage Financial Group
Pennsylvania
$10.7M 324,475 +269,911 +495%
ANTB
84
AMG National Trust Bank
Colorado
$10.5M 318,803 -10,607 -3%
AAS
85
Avantax Advisory Services
Texas
$10.3M 314,054 -237,936 -43%
SFG
86
Sowa Financial Group
Rhode Island
$10.2M 308,824 +739 +0.2%
JIP
87
Jaffetilchin Investment Partners
Florida
$10.1M 306,968 -14,292 -4%
HIM
88
Hanlon Investment Management
New Jersey
$9.96M 299,121
TPW
89
Tiller Private Wealth
Pennsylvania
$9.53M 289,839 +289,839 New
HNB
90
Huntington National Bank
Ohio
BCI
91
Brinker Capital Investments
Pennsylvania
$8.9M 270,763 +77,125 +40%
FWP
92
Falcon Wealth Planning
California
$8.76M 266,443 -14,900 -5%
CCG
93
Chatham Capital Group
Georgia
$8.72M 265,230 -3,735 -1%
AllianceBernstein
94
AllianceBernstein
Tennessee
$8.63M 262,435 -37,829 -13%
CS
95
Credit Suisse
Switzerland
$8.58M 260,821
Citigroup
96
Citigroup
New York
$8.57M 260,764 +17,177 +7%
Nomura Asset Management
97
Nomura Asset Management
Japan
$8.48M 3,986
FSC
98
Full Sail Capital
Oklahoma
$8.41M 255,798 -177,159 -41%
OSNBOA
99
Old Second National Bank of Aurora
Illinois
$8.39M 255,134 +254,084 +24,198%
HCM
100
HMS Capital Management
Tennessee
$8.32M 252,927 +4,635 +2%