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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 %
PA
1026
PSI Advisors
Florida
$30K
EWM
1027
Evermay Wealth Management
Virginia
$29K
OFG
1028
Oxford Financial Group
Indiana
$28K
OSAM
1029
O'Shaughnessy Asset Management
Connecticut
$27K
CG
1030
Cutler Group
California
$27K +$3.86K +100 +17%
HI
1031
Hudock Inc
Pennsylvania
$26K -$2.03K -52 -7%
AIM
1032
Anchor Investment Management
South Carolina
$25.6K
CBT
1033
CoreFirst Bank & Trust
Kansas
$24K
WBC
1034
West Branch Capital
Massachusetts
$23K -$18.7K -472 -45%
HR
1035
Howe & Rusling
New York
$23K
SQA
1036
Simon Quick Advisors
New Jersey
$23K
PMFA
1037
Plante Moran Financial Advisors
Michigan
$23K +$318 +8 +1%
GLLW
1038
Graves Light Lenhart Wealth
Virginia
$22K
MWM
1039
Mascoma Wealth Management
New Hampshire
$21K
BAM
1040
Byrne Asset Management
New Jersey
$21K +$21K +525 New
CAL
1041
Capital Analysts LLC
Pennsylvania
$20K -$47.9K -1,199 -71%
HCM
1042
Horrell Capital Management
Arkansas
$20K
TC
1043
Tacita Capital
Ontario, Canada
$18K
SWA
1044
Sutton Wealth Advisors
Florida
$16.2K -$10.3K -260 -39%
FFA
1045
Freedman Financial Associates
Massachusetts
$16K
TCWM
1046
Total Clarity Wealth Management
Illinois
$16K
DWP
1047
Destiny Wealth Partners
Florida
$16K +$16K +400 New
M1FG
1048
Mach-1 Financial Group
Arkansas
$16K +$16K +408 New
BWS
1049
BCR Wealth Strategies
Alabama
$13K +$13K +326 New
HFA
1050
HC Financial Advisors
California
$12K