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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 %
LAS
1001
Lloyd Advisory Services
Georgia
$55K +$352 +9 +0.6%
GFPC
1002
Global Financial Private Client
Florida
$54.2K +$54.2K +1,375 New
WB
1003
Webster Bank
Connecticut
$50K +$29.4K +742 +143%
TFS
1004
TrustCore Financial Services
Tennessee
$49K
CWS
1005
Confluence Wealth Services
Pennsylvania
$49K +$49K +1,268 New
CFRPA
1006
Castle Financial & Retirement Planning Associates
New Jersey
$49K +$49K +1,330 New
VRM
1007
Vectors Research Management
New York
$48K
PP
1008
PrairieView Partners
Minnesota
$47K
OSNBOA
1009
Old Second National Bank of Aurora
Illinois
$47K +$15K +400 +47%
BCPWM
1010
Bradley & Co Private Wealth Management
Florida
$45K
LWA
1011
Lowe Wealth Advisors
Maryland
$44K
BAM
1012
Bellevue Asset Management
Washington
$44K +$158 +4 +0.4%
BA
1013
Ballast Advisors
Minnesota
$44K +$477 +12 +1%
AA
1014
Addison Advisors
Vermont
$44K +$44K +1,118 New
RPCONE
1015
Retirement Planning Company of New England
Rhode Island
$43K +$43K +1,100 New
SC
1016
Solstein Capital
California
$42K
CCM
1017
Covington Capital Management
California
$39K +$39K +1,000 New
BCV
1018
Banque Cantonale Vaudoise
Switzerland
$39K +$39K +1,000 New
SF
1019
SBK Financial
Virginia
$37K +$37K +950 New
CC
1020
Corsicana & Co
Texas
$36K
ARMC
1021
American Research & Management Company
Massachusetts
$35K -$11.7K -300 -25%
LS
1022
Leelyn Smith
Illinois
$35K +$35K +897 New
MTIC
1023
Missouri Trust & Investment Company
Missouri
$32K +$32K +800 New
S
1024
Surevest
California
$32K +$32K +815 New
CWP
1025
Concord Wealth Partners
Virginia
$31K +$31K +782 New