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iShares Preferred and Income Securities ETF

959 hedge funds and large institutions have $8.39B invested in iShares Preferred and Income Securities ETF in 2020 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 357 increasing their positions, 277 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+146
Holders Change %
+17.96%
% of All Funds
17.02%
Holding in Top 10
50
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.7%
% of All Funds
0.89%
New
201
Increased
357
Reduced
277
Closed
44
Calls
$13M
Puts
$19.4M
Net Calls
-$6.37M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SAMT
151
Select Asset Management & Trust
Pennsylvania
$6.19M +$6.19M +160,727 New
SWIG
152
Strategic Wealth Investment Group
Kentucky
$6.18M +$1M +26,079 +19%
AWS
153
Arkfeld Wealth Strategies
Nebraska
$6.1M -$2.26K -60 -0%
GWM
154
Geneos Wealth Management
Colorado
$6.01M +$1.89M +67,778 +46%
PIA
155
Powell Investment Advisors
Florida
$5.99M +$80.3K +2,084 +1%
OIA
156
OneDigital Investment Advisors
Kansas
$5.98M -$1.48M -38,394 -20%
BCWM
157
Bartlett & Co Wealth Management
Ohio
$5.97M +$380K +9,875 +7%
BC
158
Bartlett & Co
Ohio
$5.97M +$380K +9,875 +7%
Schroder Investment Management Group
159
Schroder Investment Management Group
United Kingdom
$5.97M +$5.97M +154,882 New
PGFC
160
Peapack-Gladstone Financial Corp
New Jersey
$5.95M +$1.02M +26,374 +21%
Bank of Nova Scotia
161
Bank of Nova Scotia
Ontario, Canada
$5.78M +$5.78M +150,013 New
IWA
162
IBEX Wealth Advisors
New Jersey
$5.7M +$207K +5,370 +4%
MBT
163
Montecito Bank & Trust
California
$5.69M +$546K +14,188 +11%
SDAM
164
Shulman DeMeo Asset Management
New York
$5.62M -$153K -3,975 -3%
ISWM
165
Independent Solutions Wealth Management
New York
$5.53M +$883K +22,930 +19%
BFC
166
Blue Fin Capital
Rhode Island
$5.52M +$334K +8,678 +6%
SIAP
167
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.44M +$222K +5,773 +4%
KOMWMG
168
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.43M +$49.8K +1,294 +0.9%
ACM
169
Ascendant Capital Management
California
$5.37M +$5.37M +139,500 New
RBFC
170
Roman Butler Fullerton & Co
Missouri
$5.29M +$17K +441 +0.3%
PFS
171
Prospera Financial Services
Texas
$5.22M +$4.97M +129,128 +2,042%
JGIA
172
Jackson Grant Investment Advisers
Connecticut
$5.08M +$12.7K +329 +0.3%
SWP
173
Stratos Wealth Partners
Ohio
$5.03M -$35K -910 -0.7%
Fiera Capital (Canada)
174
Fiera Capital (Canada)
Quebec, Canada
$4.98M -$44.7K -1,160 -0.9%
SLWA
175
San Luis Wealth Advisors
California
$4.98M +$4.98M +129,236 New