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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 %
CAM
151
Congress Asset Management
Massachusetts
$7.51M 190,353 +5,087 +3%
PFA
152
Pure Financial Advisors
California
$7.5M 190,096 +33,814 +22%
GWM
153
Geneos Wealth Management
Colorado
$7.49M 189,844 +7,082 +4%
CWS
154
Cypress Wealth Services
California
$7.48M 189,678 +6,742 +4%
PFS
155
Prospera Financial Services
Texas
$7.43M 188,518 +14,129 +8%
KFGK
156
Keystone Financial Group (Kentucky)
Kentucky
$7.29M 184,876 -1,188 -0.6%
APA
157
American Portfolios Advisors
New York
$7.23M 183,472 -39,475 -18%
NCM
158
Novare Capital Management
North Carolina
$7.22M 183,218 +74,476 +68%
ACM
159
Ascendant Capital Management
California
$7.1M 180,000 +70,000 +64%
JGIA
160
Jackson Grant Investment Advisers
Connecticut
$6.95M 176,223 +2,814 +2%
HH
161
Hilltop Holdings
Texas
$6.8M 172,403 +8,908 +5%
AC
162
Avestar Capital
New York
$6.79M 172,244 +1,037 +0.6%
Voloridge Investment Management
163
Voloridge Investment Management
Florida
$6.78M 171,875 +171,875 New
Bank of Nova Scotia
164
Bank of Nova Scotia
Ontario, Canada
$6.7M 170,005 +60,300 +55%
SWA
165
Sax Wealth Advisors
New Jersey
$6.65M 168,520 +32,719 +24%
ClearBridge Investments
166
ClearBridge Investments
New York
$6.53M 165,598 -13,580 -8%
WS
167
Wedbush Securities
California
$6.52M 165,416 -14,943 -8%
RFA
168
Reilly Financial Advisors
California
$6.48M 164,307 +4,486 +3%
TB
169
Treynor Bancshares
Iowa
$6.44M 163,279 +163,279 New
MPWT
170
MassMutual Private Wealth & Trust
Connecticut
$6.33M 160,446 +31,924 +25%
FNT
171
First National Trust
Pennsylvania
$6.31M 160,072 +371 +0.2%
Fiera Capital (Canada)
172
Fiera Capital (Canada)
Quebec, Canada
$6.29M 159,584 +1,015 +0.6%
WCM
173
Windsor Capital Management
Arizona
$6.27M 159,097 -6,587 -4%
GWAM
174
Guardian Wealth Advisors (Minnesota)
Minnesota
$6.27M 158,930 +9,759 +7%
AWS
175
Arkfeld Wealth Strategies
Nebraska
$6.24M 160,647 +52 +0%