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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 %
GM
1001
GeoWealth Management
Illinois
$14K -$49.6K -1,306 -78%
M1FG
1002
Mach-1 Financial Group
Arkansas
$14K
WCAMG
1003
Woodard & Company Asset Management Group
North Carolina
$13K +$13K +367 New
CWA
1004
Core Wealth Advisors
Florida
$12K -$247K -6,898 -95%
BWS
1005
BCR Wealth Strategies
Alabama
$12K
HFA
1006
HC Financial Advisors
California
$11K
WAS
1007
Winch Advisory Services
Wisconsin
$11K +$74 +2 +0.7%
MFT
1008
Moisand Fitzgerald Tamayo
Florida
$10K -$70.7K -1,930 -88%
HI
1009
Hoey Investments
Pennsylvania
$10K
GI
1010
GS Investments
Minnesota
$10K
AIL
1011
AGF Investments LLC
Ontario, Canada
$10K
PAI
1012
Pittenger & Anderson Inc
Nebraska
$9K
LCM
1013
Logan Capital Management
Pennsylvania
$9K
EWA
1014
EverSource Wealth Advisors
Alabama
$8K +$70 +2 +0.9%
AIA
1015
Angeles Investment Advisors
California
$7K -$7.85M -224,307 -100%
FA
1016
Faithward Advisors
Pennsylvania
$7K
TAM
1017
Townsend Asset Management
North Carolina
$6K
HDIM
1018
Hanson & Doremus Investment Management
Vermont
$6K
ADL
1019
Asset Dedication LLC
California
$6K
CAM
1020
Costello Asset Management
Pennsylvania
$6K
AIM
1021
Anchor Investment Management
South Carolina
$5.46K -$18.2K -500 -77%
WTA
1022
Washington Trust Advisors
Massachusetts
$5K
TFA
1023
Toth Financial Advisory
Virginia
$5K
GGI
1024
Godsey & Gibb Inc
Virginia
$5K
PCTC
1025
Perkins Coie Trust Company
Washington
$5K