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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.

Holders
1,099
Holders Change
+128
Holders Change %
+13.18%
% of All Funds
16.98%
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 Market Value Shares Shares
Change
Shares
Change %
NCM
126
Northside Capital Management
Oregon
$9.32M 236,308 -36,580 -13%
CAWM
127
Capital Advisors Wealth Management
Washington
$9.21M 233,534 +46,370 +25%
FWP
128
Falcon Wealth Planning
California
$9.2M 233,318 +112,469 +93%
MWM
129
MinichMacGregor Wealth Management
New York
$9.03M 229,012 +5,161 +2%
WDA
130
Wendell David Associates
New Hampshire
$9M 228,336 +8,138 +4%
CS
131
Credit Suisse
Switzerland
$8.97M 227,521 -32,860 -13%
FAP
132
Financial Advisory Partners
Florida
$8.97M 227,389 +227,389 New
Cetera Investment Advisers
133
Cetera Investment Advisers
Illinois
$8.96M 227,290 +13,096 +6%
SWM
134
Spire Wealth Management
Virginia
$8.96M 227,127 +63,940 +39%
MWA
135
Moser Wealth Advisors
Washington
$8.94M 226,691 +932 +0.4%
MM
136
Main Management
California
$8.91M 225,998 -2,314 -1%
AIA
137
Angeles Investment Advisors
California
$8.85M 224,507 +3,578 +2%
AFS
138
Aft Forsyth & Sober
Florida
$8.65M 219,450 -450 -0.2%
QIM
139
Quest Investment Management
Oregon
$8.6M 218,076 +3,150 +1%
PAS
140
Park Avenue Securities
New York
$8.58M 217,609 -1,481 -0.7%
K
141
Kemper
Illinois
$8.54M 216,500
AWS
142
AJ Wealth Strategies
New York
$8.4M 212,988 +78,171 +58%
GTAM
143
Global Trust Asset Management
Florida
$8.33M 211,123 +19,236 +10%
FW
144
FirstPurpose Wealth
Utah
$8.1M 205,469 +205,469 New
MBT
145
Montecito Bank & Trust
California
$8.08M 204,986 +12,396 +6%
Renaissance Technologies
146
Renaissance Technologies
New York
$7.99M 202,600 +202,600 New
CCT
147
Country Club Trust
Missouri
$7.76M 197,398 +12,153 +7%
PPA
148
Parametric Portfolio Associates
Washington
$7.65M 193,883 -146,582 -43%
NA
149
NewEdge Advisors
Louisiana
$7.62M 193,195 +86,644 +81%
TCPWM
150
Traverso Chambers Private Wealth Management
California
$7.52M 190,654 +5 +0%