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iShares Preferred and Income Securities ETF

947 hedge funds and large institutions have $5.57B invested in iShares Preferred and Income Securities ETF in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 284 increasing their positions, 427 reducing their positions, and 90 closing their positions.

Holders
947
Holders Change
-40
Holders Change %
-4.05%
% of All Funds
16.38%
Holding in Top 10
51
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.92%
% of All Funds
0.88%
New
62
Increased
284
Reduced
427
Closed
90
Calls
$20.7M
Puts
$69.3M
Net Calls
-$48.6M
Net Calls Change
+$23.4M
Name Market Value Shares Shares
Change
Shares
Change %
SWA
151
Sax Wealth Advisors
New Jersey
$4.07M 128,532 -18,073 -12%
APA
152
American Portfolios Advisors
New York
$4.06M 128,097 -31,112 -20%
VAS
153
Vestmark Advisory Solutions
Massachusetts
$4.02M 126,887 +1,698 +1%
KFGK
154
Keystone Financial Group (Kentucky)
Kentucky
$3.97M 125,352 -941 -0.7%
SIAP
155
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.97M 125,240 -4,100 -3%
V
156
Veritable
Delaware
$3.95M 124,640 +97,355 +357%
HWM
157
Howard Wealth Management
Connecticut
$3.93M 124,066 +53,983 +77%
MCM
158
McRae Capital Management
New Jersey
$3.88M 122,626 -7,475 -6%
BRWA
159
B. Riley Wealth Advisors
Florida
$3.88M 122,375 -10,898 -8%
MIAN
160
Mariner Independent Advisor Network
Kansas
$3.84M 121,307 +4,500 +4%
ACIM
161
Azimuth Capital Investment Management
Michigan
$3.83M 120,995 -4,700 -4%
BBL
162
Beck Bode LLC
Massachusetts
$3.83M 120,831 +356 +0.3%
SC
163
SouthState Corp
Florida
$3.76M 118,647 -1,511 -1%
IWA
164
IBEX Wealth Advisors
New Jersey
$3.75M 118,493 +18,781 +19%
OC
165
Oppenheimer & Co
New York
$3.73M 117,859 +10,894 +10%
MPWT
166
MassMutual Private Wealth & Trust
Connecticut
$3.68M 116,199 +8,342 +8%
IA
167
IFP Advisors
Florida
$3.64M 97,707 +1,316 +1%
AC
168
Anson Capital
Georgia
$3.64M 114,956 -38,719 -25%
GW
169
GW & Wade
Massachusetts
$3.63M 114,524 +40,703 +55%
PWP
170
Private Wealth Partners
California
$3.56M 112,278
M&T Bank
171
M&T Bank
New York
$3.55M 112,050 -2,325 -2%
PCM
172
Palouse Capital Management
Washington
$3.55M 112,043 -1,770 -2%
OAM
173
Occidental Asset Management
California
$3.52M 111,248 +1,775 +2%
ST
174
Sageworth Trust
Pennsylvania
$3.51M 110,704
NW
175
NewEdge Wealth
Pennsylvania
$3.5M 110,622 -70,939 -39%