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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 %
WCA
1001
Westover Capital Advisors
Delaware
-44,314 Closed
DWT
1002
Dorsey & Whitney Trust
South Dakota
-40,800 Closed
BFWA
1003
Benchmark Financial Wealth Advisors
Florida
-40,607 Closed
TWA
1004
TPB Wealth Advisors
Texas
-39,955 Closed
AFS
1005
Aft Forsyth & Sober
Florida
-39,450 Closed
NCG
1006
Newport Capital Group
New Jersey
-37,063 Closed
HW
1007
Hedeker Wealth
Illinois
-34,146 Closed
TCA
1008
Taconic Capital Advisors
New York
-30,000 Closed
5L
1009
55I LLC
Massachusetts
-29,628 Closed
OFA
1010
Oak Family Advisors
Illinois
-27,363 Closed
RCWM
1011
Royal Capital Wealth Management
Indiana
-25,239 Closed
Betterment LLC
1012
Betterment LLC
New York
-24,359 Closed
ACM
1013
AlphaStar Capital Management
North Carolina
-22,629 Closed
I2I
1014
Insight 2811 Inc
Illinois
-22,543 Closed
YIA
1015
YHB Investment Advisors
Connecticut
-18,626 Closed
LA
1016
Latitude Advisors
Florida
-18,543 Closed
ERWM
1017
Elk River Wealth Management
Colorado
-15,759 Closed
CC
1018
Cypress Capital
Tennessee
-14,620 Closed
SIG
1019
Spinnaker Investment Group
California
-13,569 Closed
OCM
1020
Orion Capital Management
California
-13,520 Closed
KBFS
1021
Kohmann Bosshard Financial Services
Ohio
-13,251 Closed
KM
1022
Kalos Management
Georgia
-12,968 Closed
SW
1023
StrongBox Wealth
Missouri
-12,860 Closed
AWM
1024
Axxcess Wealth Management
California
-12,330 Closed
NWMG
1025
National Wealth Management Group
Ohio
-11,939 Closed