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iShares Preferred and Income Securities ETF

1,045 hedge funds and large institutions have $7.11B invested in iShares Preferred and Income Securities ETF in 2022 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 365 increasing their positions, 427 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,045
Holders Change
-54
Holders Change %
-4.91%
% of All Funds
16.54%
Holding in Top 10
46
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-28.13%
% of All Funds
0.73%
New
96
Increased
365
Reduced
427
Closed
135
Calls
$20.8M
Puts
$153M
Net Calls
-$132M
Net Calls Change
-$72.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
976
S.A. Mason
Michigan
$30K -$33.7K -928 -53%
S
977
Surevest
California
$30K
MTIC
978
Missouri Trust & Investment Company
Missouri
$29K
CWP
979
Concord Wealth Partners
Virginia
$29K +$184 +5 +0.6%
EWM
980
Evermay Wealth Management
Virginia
$26K
OFG
981
Oxford Financial Group
Indiana
$25K
HI
982
Hudock Inc
Pennsylvania
$24K
GIA
983
GHP Investment Advisors
Colorado
$23K +$23K +625 New
ME
984
McIlrath & Eck
Washington
$23K +$23K +627 New
CBT
985
CoreFirst Bank & Trust
Kansas
$22K
WB
986
Webster Bank
Connecticut
$21K -$24.3K -677 -54%
HR
987
Howe & Rusling
New York
$21K
SQA
988
Simon Quick Advisors
New Jersey
$21K
PMFA
989
Plante Moran Financial Advisors
Michigan
$21K +$108 +3 +0.5%
GLLW
990
Graves Light Lenhart Wealth
Virginia
$20K
MWM
991
Mascoma Wealth Management
New Hampshire
$19K
BAM
992
Byrne Asset Management
New Jersey
$19K
BWL
993
Bogart Wealth LLC
Virginia
$19K +$19K +515 New
HA
994
Herold Advisors
New York
$18.3K +$18.3K +501 New
PA
995
PSI Advisors
Florida
$18K -$9.07K -253 -34%
CAL
996
Capital Analysts LLC
Pennsylvania
$18K -$36 -1 -0.2%
HCM
997
Horrell Capital Management
Arkansas
$18K
FFA
998
Freedman Financial Associates
Massachusetts
$18K +$2.9K +80 +19%
TC
999
Tacita Capital
Ontario, Canada
$16K
SWA
1000
Sutton Wealth Advisors
Florida
$15K