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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 %
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$8.17M 248,555 -19,814 -7%
ST
102
Spinnaker Trust
Maine
$7.95M 241,765 +241,765 New
Cetera Investment Advisers
103
Cetera Investment Advisers
Illinois
$7.83M 238,172 +19,814 +9%
FLPIM
104
F.L. Putnam Investment Management
Massachusetts
$7.81M 237,408 +215,809 +999%
PFA
105
Pure Financial Advisors
California
$7.79M 236,789 +20,795 +10%
MWA
106
Moser Wealth Advisors
Washington
$7.71M 234,390 +570 +0.2%
PGFC
107
Peapack-Gladstone Financial Corp
New Jersey
$7.63M 232,154 -17,861 -7%
NCM
108
Northside Capital Management
Oregon
$7.51M 228,409 -6,799 -3%
PAS
109
Park Avenue Securities
New York
$7.48M 227,505 +33,069 +17%
LCM
110
Liberty Capital Management
Michigan
$7.45M 226,543 -20,592 -8%
GL
111
Graypoint LLC
New York
$7.45M 226,537 +70,219 +45%
GCA
112
Greenwood Capital Associates
South Carolina
$7.37M 224,195 +18,590 +9%
WDA
113
Wendell David Associates
New Hampshire
$7.37M 223,986 -2,875 -1%
K
114
Kemper
Illinois
$7.12M 216,500
FAP
115
Financial Advisory Partners
Florida
$7.08M 215,326 -13,060 -6%
GFG
116
Greystone Financial Group
Michigan
$7.04M 214,055 -53,143 -20%
ASN
117
Advisory Services Network
Georgia
$7.04M 214,024 -24,545 -10%
GWM
118
Geneos Wealth Management
Colorado
$7.04M 213,067 +19,669 +10%
AWM
119
AE Wealth Management
Kansas
$6.89M 209,663 +58,302 +39%
Schroder Investment Management Group
120
Schroder Investment Management Group
United Kingdom
$6.8M 206,631
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$6.66M 200,133 -116,022 -37%
CAM
122
Congress Asset Management
Massachusetts
$6.63M 201,700 +2,333 +1%
DWM
123
Dakota Wealth Management
Florida
$6.54M 198,932 -68,555 -26%
FW
124
FirstPurpose Wealth
Utah
$6.49M 197,479 -8,918 -4%
USCWA
125
U.S. Capital Wealth Advisors
Texas
$6.49M 197,308 -49,808 -20%