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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 %
RA
176
RFG Advisory
Alabama
$5.21M 132,418 +281 +0.2%
SWP
177
Stratos Wealth Partners
Ohio
$5.2M 132,277 +6,553 +5%
LCM
178
Liberty Capital Management
Michigan
$5.16M 131,132 +50,859 +63%
SIAP
179
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.16M 131,059 +1,515 +1%
CFMC
180
Curbstone Financial Management Corp
New Hampshire
$5.06M 128,610 +2,590 +2%
MPWT
181
MassMutual Private Wealth & Trust
Connecticut
$4.97M 126,342 +4,626 +4%
PIA
182
Powell Investment Advisors
Florida
$4.92M 125,139 -25,964 -17%
IWA
183
IBEX Wealth Advisors
New Jersey
$4.86M 123,535 -9,044 -7%
WC
184
Whitney & Co
New York
$4.84M 123,034 -1,697 -1%
PCIA
185
Prime Capital Investment Advisors
Kansas
$4.82M 122,554 +7,860 +7%
GDP
186
Great Diamond Partners
Maine
$4.7M 119,433 +14,582 +14%
SWM
187
Spire Wealth Management
Virginia
$4.68M 118,289 -9,583 -7%
MD
188
Money Design
Japan
$4.66M 118,369
PFA
189
Pure Financial Advisors
California
$4.64M 117,894 +29,620 +34%
AFWM
190
AMJ Financial Wealth Management
Virginia
$4.63M 117,695 +101,521 +628%
Lido Advisors
191
Lido Advisors
California
$4.6M 117,020 -656 -0.6%
Millennium Management
192
Millennium Management
New York
$4.56M 115,953 -6,747 -5%
RBFC
193
Roman Butler Fullerton & Co
Missouri
$4.56M 115,878 -13,741 -11%
EH
194
Equitable Holdings
New York
$4.54M 115,500 +13,329 +13%
JWCA
195
J.W. Cole Advisors
Florida
$4.51M 114,693 +25,126 +28%
SWA
196
Sax Wealth Advisors
New Jersey
$4.51M 114,519 +15,778 +16%
PCM
197
Palouse Capital Management
Washington
$4.48M 113,814 -535 -0.5%
HWM
198
Howard Wealth Management
Connecticut
$4.47M 113,597 +1,355 +1%
CG
199
Colony Group
Massachusetts
$4.45M 113,058 +943 +0.8%
DADC
200
D.A. Davidson & Co
Montana
$4.44M 112,795 +18,831 +20%