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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 %
OMC
1101
Old Mission Capital
Illinois
-$7.73M -199,224 Closed
SLWA
1102
San Luis Wealth Advisors
California
-$6.26M -161,291 Closed
SAMT
1103
Select Asset Management & Trust
Pennsylvania
-$5.54M -142,729 Closed
PWM
1104
Paulson Wealth Management
Illinois
-$5.44M -140,171 Closed
ACM
1105
Anfield Capital Management
California
-$3.33M -85,667 Closed
QAM
1106
Q3 Asset Management
Michigan
-$2.51M -64,745 Closed
BFPW
1107
BOK Financial Private Wealth
Colorado
-$2.06M -53,007 Closed
State of Tennessee, Department of Treasury
1108
State of Tennessee, Department of Treasury
Tennessee
-$1.98M -51,000 Closed
SS
1109
Simplicity Solutions
Minnesota
-$1.54M -39,675 Closed
SRSA
1110
S.R. Schill & Associates
Washington
-$1.31M -33,774 Closed
HW
1111
Hancock Whitney
Mississippi
-$1.31M -33,697 Closed
BAM
1112
Barrett Asset Management
New York
-$1.24M -32,037 Closed
SBH
1113
Segall Bryant & Hamill
Illinois
-$1.02M -26,181 Closed
AR
1114
Advisory Research
Illinois
-$1M -25,800 Closed
HAS
1115
HBW Advisory Services
California
-$843K -21,713 Closed
TW
1116
Transform Wealth
Colorado
-$838K -21,584 Closed
MP
1117
McDonald Partners
Ohio
-$763K -19,660 Closed
RIG
1118
Roosevelt Investment Group
New York
-$752K -19,377 Closed
WANY
1119
Wealthspire Advisors (New York)
New York
-$701K -18,050 Closed
BPA
1120
Beacon Pointe Advisors
California
-$637K -16,417 Closed
GRP
1121
Global Retirement Partners
California
-$628K -16,193 Closed
CK
1122
Cohen Klingenstein
New York
-$582K -15,000 Closed
BCM
1123
Bowie Capital Management
Texas
-$582K -15,000 Closed
Qube Research & Technologies (QRT)
1124
Qube Research & Technologies (QRT)
United Kingdom
-$536K -13,815 Closed
KFC
1125
Klingenstein Fields & Co
New York
-$486K -12,510 Closed