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iShares Preferred and Income Securities ETF

951 hedge funds and large institutions have $7.39B invested in iShares Preferred and Income Securities ETF in 2021 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 426 increasing their positions, 296 reducing their positions, and 84 closing their positions.

Holders
951
Holders Change
-8
Holders Change %
-0.83%
% of All Funds
16.75%
Holding in Top 10
45
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10%
% of All Funds
0.79%
New
86
Increased
426
Reduced
296
Closed
84
Calls
$4.54M
Puts
$58.9M
Net Calls
-$54.3M
Net Calls Change
-$48M
Name Market Value Shares Shares
Change
Shares
Change %
BFC
151
Blue Fin Capital
Rhode Island
$5.85M 152,447 +9,187 +6%
PIA
152
Powell Investment Advisors
Florida
$5.8M 151,103 -4,343 -3%
DWM
153
Dakota Wealth Management
Florida
$5.79M 150,647 +31,371 +26%
TA
154
TrueWealth Advisors
Alabama
$5.75M 148,801 +148,801 New
JGIA
155
Jackson Grant Investment Advisers
Connecticut
$5.71M 148,665 +16,831 +13%
CCG
156
Chatham Capital Group
Georgia
$5.59M 145,455 +53,140 +58%
SDAM
157
Shulman DeMeo Asset Management
New York
$5.56M 144,775 -1,046 -0.7%
KOMWMG
158
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.45M 141,951 +920 +0.7%
RFA
159
Reilly Financial Advisors
California
$5.43M 141,406 +59,520 +73%
BCWM
160
Bartlett & Co Wealth Management
Ohio
$5.42M 141,127 -13,826 -9%
BC
161
Bartlett & Co
Ohio
$5.42M 141,127 -13,826 -9%
SPIA
162
Steward Partners Investment Advisory
New York
$5.37M 139,969 -106,204 -43%
GWAM
163
Guardian Wealth Advisors (Minnesota)
Minnesota
$5.36M 139,606 +11,037 +9%
Fiera Capital (Canada)
164
Fiera Capital (Canada)
Quebec, Canada
$5.27M 137,171 +7,930 +6%
SWM
165
Spire Wealth Management
Virginia
$5.21M 127,872 +127,872 New
IWA
166
IBEX Wealth Advisors
New Jersey
$5.09M 132,579 -15,533 -10%
RA
167
RFG Advisory
Alabama
$5.07M 132,137 +12,692 +11%
RBFC
168
Roman Butler Fullerton & Co
Missouri
$5.04M 129,619 -7,816 -6%
APA
169
American Portfolios Advisors
New York
$5.03M 130,862 +6,389 +5%
SIAP
170
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.98M 129,544 -11,658 -8%
Schroder Investment Management Group
171
Schroder Investment Management Group
United Kingdom
$4.94M 128,763 -26,119 -17%
APWA
172
Atlas Private Wealth Advisors
New Jersey
$4.94M 128,678 +19,775 +18%
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
$4.85M 126,346 +117,874 +1,391%
CFMC
174
Curbstone Financial Management Corp
New Hampshire
$4.84M 126,020 +15,320 +14%
SWP
175
Stratos Wealth Partners
Ohio
$4.83M 125,724 -4,922 -4%