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iShares Preferred and Income Securities ETF

962 hedge funds and large institutions have $8.18B invested in iShares Preferred and Income Securities ETF in 2021 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 465 increasing their positions, 260 reducing their positions, and 60 closing their positions.

Holders
962
Holders Change
+11
Holders Change %
+1.16%
% of All Funds
16.8%
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
83
Increased
465
Reduced
260
Closed
60
Calls
$4.25M
Puts
$36.5M
Net Calls
-$32.2M
Net Calls Change
+$22.2M
Name Market Value Shares Shares
Change
Shares
Change %
SFG
101
Sowa Financial Group
Rhode Island
$11.6M 295,229 +5,214 +2%
Neuberger Berman Group
102
Neuberger Berman Group
New York
$11.5M 292,672 -1,326 -0.5%
AAM
103
Autus Asset Management
Arizona
$11.5M 292,084 -2,756 -0.9%
CA
104
Cetera Advisors
Colorado
$11.3M 288,154 +37,074 +15%
CAN
105
Cetera Advisor Networks
California
$11.3M 288,046 -238,738 -45%
Creative Planning
106
Creative Planning
Kansas
$10.8M 273,532 -215,027 -44%
NCM
107
Northside Capital Management
Oregon
$10.7M 273,143
OMC
108
Overbrook Management Corp
New York
$10.7M 271,657 -968 -0.4%
ST
109
Smithfield Trust
Pennsylvania
$10.4M 263,842 -25,746 -9%
ASN
110
Advisory Services Network
Georgia
$10.2M 259,475 +29,956 +13%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$10.1M 256,644 -2,712 -1%
PPA
112
Parametric Portfolio Associates
Washington
$9.82M 249,726 +249,726 New
SWIG
113
Strategic Wealth Investment Group
Kentucky
$9.56M 242,909 +49,415 +26%
RIA
114
Regal Investment Advisors
Michigan
$9.55M 242,758 +185,856 +327%
CCM
115
Crabel Capital Management
California
$9.27M 235,782 +8,568 +4%
WA
116
WestEnd Advisors
North Carolina
-232 Closed
IA
117
IndexIQ Advisors
New York
$9.14M 232,246 +199,049 +600%
WCA
118
Westover Capital Advisors
Delaware
$9.05M 230,123 +6,259 +3%
DAS
119
Dynamic Advisor Solutions
Arizona
$8.95M 227,496 +5,344 +2%
NA
120
NewEdge Advisors
Louisiana
$8.92M 226,839 +5,009 +2%
SP
121
Symmetry Partners
Connecticut
$8.82M 224,255 +3,090 +1%
NAM
122
NorthCoast Asset Management
Connecticut
$8.81M 223,697 +23,235 +12%
MM
123
Main Management
California
$8.77M 222,898 -49,579 -18%
AFS
124
Aft Forsyth & Sober
Florida
$8.66M 220,150 -3,800 -2%
WDA
125
Wendell David Associates
New Hampshire
$8.59M 218,423 +23,786 +12%