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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 %
GWAM
176
Guardian Wealth Advisors (Minnesota)
Minnesota
$4.95M +$4.95M +128,569 New
PCIA
177
Prime Capital Investment Advisors
Kansas
$4.8M -$56.9K -1,478 -1%
APA
178
American Portfolios Advisors
New York
$4.79M +$217K +5,644 +5%
KIA
179
KCM Investment Advisors
California
$4.77M -$481K -12,490 -9%
WC
180
Whitney & Co
New York
$4.69M +$286K +7,485 +6%
Lido Advisors
181
Lido Advisors
California
$4.66M -$173K -4,503 -4%
SS
182
Simplicity Solutions
Minnesota
$4.61M +$3.87M +100,465 +525%
DWM
183
Dakota Wealth Management
Florida
$4.59M -$96.8K -2,515 -2%
RA
184
RFG Advisory
Alabama
$4.54M -$399K -10,500 -8%
PCM
185
Palouse Capital Management
Washington
$4.42M -$153K -3,962 -3%
MPWT
186
MassMutual Private Wealth & Trust
Connecticut
$4.4M +$174K +4,509 +4%
WS
187
Wedbush Securities
California
$4.39M +$1.14M +29,642 +35%
HWA
188
HCR Wealth Advisors
California
$4.39M +$202K +5,235 +5%
ST
189
Sageworth Trust
Pennsylvania
$4.26M -$13.4M -348,942 -76%
Bank of New York Mellon
190
Bank of New York Mellon
New York
$4.26M -$899K -23,335 -17%
CFMC
191
Curbstone Financial Management Corp
New Hampshire
$4.26M +$255K +6,620 +6%
HFG
192
Heron Financial Group
New York
$4.26M -$142K -3,742 -3%
HWM
193
Howard Wealth Management
Connecticut
$4.25M -$1.73K -45 -0%
Citadel Advisors
194
Citadel Advisors
Florida
$4.24M +$4.24M +110,144 New
APWA
195
Atlas Private Wealth Advisors
New Jersey
$4.19M +$640K +16,631 +18%
JWBC
196
J.W. Burns & Co
New York
$4.17M +$124K +3,215 +3%
DADC
197
D.A. Davidson & Co
Montana
$4.12M +$98K +2,546 +2%
IAS
198
IMA Advisory Services
Colorado
$4.11M -$98.6K -2,560 -2%
UCFA
199
United Capital Financial Advisors
Texas
$4.07M -$3.65M -94,846 -47%
DJSG
200
D.J. St. Germain
Massachusetts
$4.05M +$33.7K +875 +0.8%