PFF icon

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 %
MWA
126
Moser Wealth Advisors
Washington
$8.51M 216,418 +2,942 +1%
MWM
127
MinichMacGregor Wealth Management
New York
$8.43M 214,271 +214,271 New
DWM
128
Dakota Wealth Management
Florida
$8.42M 213,922 +63,275 +42%
QIM
129
Quest Investment Management
Oregon
$8.38M 213,080 +1,471 +0.7%
Cetera Investment Advisers
130
Cetera Investment Advisers
Illinois
$8.27M 210,346 -2,613 -1%
Bank of Nova Scotia
131
Bank of Nova Scotia
Ontario, Canada
$8.27M 210,294 +210,294 New
BU
132
BBVA USA
Alabama
$8.26M 209,990 +209,990 New
PGFC
133
Peapack-Gladstone Financial Corp
New Jersey
$8.04M 204,331 +16,398 +9%
APP
134
Avantax Planning Partners
Iowa
$7.45M 189,325 +108,517 +134%
ACA
135
Atlas Capital Advisors
Wyoming
$7.39M 187,865 +956 +0.5%
TCPWM
136
Traverso Chambers Private Wealth Management
California
$7.36M 186,996 +1,277 +0.7%
PAS
137
Park Avenue Securities
New York
$7.34M 186,617 +15,285 +9%
KFGK
138
Keystone Financial Group (Kentucky)
Kentucky
$7.32M 186,178 -501 -0.3%
ACM
139
Ascendant Capital Management
California
$7.28M 185,000 +15,000 +9%
MBT
140
Montecito Bank & Trust
California
$7.27M 184,690 +13,705 +8%
AWM
141
AE Wealth Management
Kansas
$7.25M 184,416 -61,221 -25%
ClearBridge Investments
142
ClearBridge Investments
New York
$7.17M 182,178 +11,200 +7%
WS
143
Wedbush Securities
California
$7.04M 179,017 +4,818 +3%
AAS
144
Annex Advisory Services
Wisconsin
$7.04M 178,836 +8,958 +5%
Bank of New York Mellon
145
Bank of New York Mellon
New York
$7.04M 178,861 +65,761 +58%
ISWM
146
Independent Solutions Wealth Management
New York
$7M 177,938 -1,991 -1%
CWS
147
Cypress Wealth Services
California
$6.95M 176,658 +1,709 +1%
CAWM
148
Capital Advisors Wealth Management
Washington
$6.94M 176,539 +18,621 +12%
PWPCM
149
Perella Weinberg Partners Capital Management
New York
$6.94M 176,336
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$6.92M 175,856 -394 -0.2%