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iShares Preferred and Income Securities ETF

971 hedge funds and large institutions have $8.2B invested in iShares Preferred and Income Securities ETF in 2021 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 475 increasing their positions, 245 reducing their positions, and 54 closing their positions.

Holders
971
Holders Change
+9
Holders Change %
+0.94%
% of All Funds
17.06%
Holding in Top 10
54
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20%
% of All Funds
0.95%
New
74
Increased
475
Reduced
245
Closed
54
Calls
$336M
Puts
$16.2M
Net Calls
+$320M
Net Calls Change
+$352M
Name Market Value Shares Shares
Change
Shares
Change %
IAS
176
IMA Advisory Services
Colorado
$5.36M 138,082 -8,018 -5%
CFMC
177
Curbstone Financial Management Corp
New Hampshire
$5.29M 136,310 +7,700 +6%
SWA
178
Sax Wealth Advisors
New Jersey
$5.27M 135,801 +21,282 +19%
AWS
179
AJ Wealth Strategies
New York
$5.23M 134,817 +51,860 +63%
RA
180
RFG Advisory
Alabama
$5.19M 133,597 +1,179 +0.9%
SIAP
181
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.11M 131,772 +713 +0.5%
SWP
182
Stratos Wealth Partners
Ohio
$5.04M 129,833 -2,444 -2%
Bank of New York Mellon
183
Bank of New York Mellon
New York
$5.02M 129,344 -49,517 -28%
HCM
184
HMS Capital Management
Tennessee
$5.01M 129,093 +19,620 +18%
MCM
185
McRae Capital Management
New Jersey
$5.01M 128,998 +123,114 +2,092%
MPWT
186
MassMutual Private Wealth & Trust
Connecticut
$4.99M 128,522 +2,180 +2%
PIA
187
Powell Investment Advisors
Florida
$4.99M 128,487 +3,348 +3%
GDP
188
Great Diamond Partners
Maine
$4.97M 128,146 +8,713 +7%
EH
189
Equitable Holdings
New York
$4.87M 125,489 +9,989 +9%
WC
190
Whitney & Co
New York
$4.84M 124,734 +1,700 +1%
IWA
191
IBEX Wealth Advisors
New Jersey
$4.75M 122,425 -1,110 -0.9%
DADC
192
D.A. Davidson & Co
Montana
$4.7M 120,993 +8,198 +7%
FWP
193
Falcon Wealth Planning
California
$4.69M 120,849 +101,723 +532%
LCWP
194
Legacy Capital Wealth Partners
Arkansas
$4.6M 59,092 +59,092 New
RBFC
195
Roman Butler Fullerton & Co
Missouri
$4.57M 117,152 +1,274 +1%
Lido Advisors
196
Lido Advisors
California
$4.56M 117,394 +374 +0.3%
IAN
197
Integrated Advisors Network
Texas
$4.43M 114,180 +2,530 +2%
MPCG
198
Matrix Private Capital Group
New York
$4.36M 112,383 +1,677 +2%
SPC
199
Sigma Planning Corp
Michigan
$4.36M 112,326 +2,469 +2%
HWM
200
Howard Wealth Management
Connecticut
$4.33M 111,509 -2,088 -2%