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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 %
CCG
151
Chatham Capital Group
Georgia
$6.86M 174,320 +28,865 +20%
CAM
152
Congress Asset Management
Massachusetts
$6.82M 173,264 +11,730 +7%
AC
153
Avestar Capital
New York
$6.69M 170,123 +128,621 +310%
WCM
154
Windsor Capital Management
Arizona
$6.62M 168,315 -5,083 -3%
GWM
155
Geneos Wealth Management
Colorado
$6.59M 167,678 -46,641 -22%
JGIA
156
Jackson Grant Investment Advisers
Connecticut
$6.44M 163,656 +14,991 +10%
PFS
157
Prospera Financial Services
Texas
$6.39M 162,488 +8,077 +5%
RFA
158
Reilly Financial Advisors
California
$6.35M 161,403 +19,997 +14%
FNT
159
First National Trust
Pennsylvania
$6.29M 160,011 -29,813 -16%
AWS
160
Arkfeld Wealth Strategies
Nebraska
$6.29M 160,497 -1,198 -0.7%
OIA
161
OneDigital Investment Advisors
Kansas
$5.98M 151,976 -2,931 -2%
BFC
162
Blue Fin Capital
Rhode Island
$5.96M 151,407 -1,040 -0.7%
Franklin Resources
163
Franklin Resources
California
$5.89M 149,625 -19,503 -12%
FPS
164
Fieldpoint Private Securities
Connecticut
$5.76M 147,405 +31,629 +27%
IAS
165
IMA Advisory Services
Colorado
$5.75M 146,100 -6,543 -4%
GWAM
166
Guardian Wealth Advisors (Minnesota)
Minnesota
$5.73M 145,662 +6,056 +4%
Fiera Capital (Canada)
167
Fiera Capital (Canada)
Quebec, Canada
$5.68M 144,458 +7,287 +5%
SPIA
168
Steward Partners Investment Advisory
New York
$5.63M 143,096 +3,127 +2%
BWA
169
BDO Wealth Advisors
Florida
$5.59M 142,176 +17,733 +14%
HHRDM
170
H&H Retirement Design & Management
Nevada
$5.57M 142,518 -11,245 -7%
KOMWMG
171
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.55M 141,201 -750 -0.5%
APA
172
American Portfolios Advisors
New York
$5.55M 141,047 +10,185 +8%
WI
173
WBI Investments
New Jersey
$5.48M 139,409 +139,409 New
CCT
174
Country Club Trust
Missouri
$5.48M 139,709 +30,843 +28%
HH
175
Hilltop Holdings
Texas
$5.32M 135,157 +19,030 +16%