PFF icon

iShares Preferred and Income Securities ETF

971 hedge funds and large institutions have $8.2B invested in iShares Preferred and Income Securities ETF in 2021 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 475 increasing their positions, 245 reducing their positions, and 54 closing their positions.

Holders
971
Holders Change
+9
Holders Change %
+0.94%
% of All Funds
17.06%
Holding in Top 10
54
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20%
% of All Funds
0.95%
New
74
Increased
475
Reduced
245
Closed
54
Calls
$336M
Puts
$16.2M
Net Calls
+$320M
Net Calls Change
+$352M
Name Market Value Shares Shares
Change
Shares
Change %
RIA
101
Regal Investment Advisors
Michigan
$11.3M 291,783 +49,025 +20%
CCG
102
Chatham Capital Group
Georgia
$11.3M 290,320 +116,000 +67%
AWM
103
AE Wealth Management
Kansas
$11.2M 289,337 +104,921 +57%
SWIG
104
Strategic Wealth Investment Group
Kentucky
$11.1M 286,943 +44,034 +18%
ASN
105
Advisory Services Network
Georgia
$10.9M 280,248 +20,773 +8%
NCM
106
Northside Capital Management
Oregon
$10.6M 272,888 -255 -0.1%
OMC
107
Overbrook Management Corp
New York
$10.5M 270,242 -1,415 -0.5%
ST
108
Smithfield Trust
Pennsylvania
$10.2M 262,466 -1,376 -0.5%
CS
109
Credit Suisse
Switzerland
$10.1M 260,381 -35,609 -12%
Citigroup
110
Citigroup
New York
$10M 257,602 -169,587 -40%
USCWA
111
U.S. Capital Wealth Advisors
Texas
$9.72M 250,441 +250,441 New
SP
112
Symmetry Partners
Connecticut
$9.6M 250,187 +25,932 +12%
LCM
113
Liberty Capital Management
Michigan
$9.39M 241,930 +110,798 +84%
PGFC
114
Peapack-Gladstone Financial Corp
New Jersey
$9.31M 239,803 +35,472 +17%
WCA
115
Westover Capital Advisors
Delaware
$9.18M 236,455 +6,332 +3%
WA
116
WestEnd Advisors
North Carolina
MM
117
Main Management
California
$8.86M 228,312 +5,414 +2%
NAM
118
NorthCoast Asset Management
Connecticut
$8.82M 227,072 +3,375 +2%
MWA
119
Moser Wealth Advisors
Washington
$8.76M 225,759 +9,341 +4%
MWM
120
MinichMacGregor Wealth Management
New York
$8.69M 223,851 +9,580 +4%
APA
121
American Portfolios Advisors
New York
$8.65M 222,947 +81,900 +58%
AAS
122
Annex Advisory Services
Wisconsin
$8.63M 222,288 +43,452 +24%
AIA
123
Angeles Investment Advisors
California
$8.57M 220,929 -913,208 -81%
WDA
124
Wendell David Associates
New Hampshire
$8.55M 220,198 +1,775 +0.8%
AFS
125
Aft Forsyth & Sober
Florida
$8.53M 219,900 -250 -0.1%