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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 %
AFWM
176
AMJ Financial Wealth Management
Virginia
$6.23M 158,059 +16,061 +11%
BFC
177
Blue Fin Capital
Rhode Island
$6.17M 156,506 +1,536 +1%
ISWM
178
Independent Solutions Wealth Management
New York
$6.15M 155,883 -10,810 -6%
FPS
179
Fieldpoint Private Securities
Connecticut
$6.11M 154,904 +3,775 +2%
BWA
180
BDO Wealth Advisors
Florida
$6.08M 154,068 +1,888 +1%
PWPCM
181
Perella Weinberg Partners Capital Management
New York
$5.94M 150,645
SCI
182
Stableford Capital II
Arizona
$5.87M 154,415 +143,321 +1,292%
SPIA
183
Steward Partners Investment Advisory
New York
$5.78M 146,525 +3,520 +2%
MCM
184
McRae Capital Management
New Jersey
$5.77M 146,360 +17,362 +13%
Franklin Resources
185
Franklin Resources
California
$5.71M 144,734 -3,225 -2%
CFMC
186
Curbstone Financial Management Corp
New Hampshire
$5.59M 141,710 +5,400 +4%
GDP
187
Great Diamond Partners
Maine
$5.54M 140,600 +12,454 +10%
ACM
188
Azimuth Capital Management
Michigan
$5.52M 140,018 +1,815 +1%
KOMWMG
189
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.45M 138,084 +138,084 New
SWP
190
Stratos Wealth Partners
Ohio
$5.42M 137,339 +7,506 +6%
National Bank of Canada
191
National Bank of Canada
Quebec, Canada
$5.41M 137,032 +137,032 New
SDAM
192
Shulman DeMeo Asset Management
New York
$5.36M 135,921 -4,872 -3%
SIAP
193
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.36M 135,849 +4,077 +3%
RA
194
RFG Advisory
Alabama
$5.25M 133,076 -521 -0.4%
Bank of New York Mellon
195
Bank of New York Mellon
New York
$5.25M 132,994 +3,650 +3%
Millennium Management
196
Millennium Management
New York
$5.24M 132,841 -12,348 -9%
HCM
197
HMS Capital Management
Tennessee
$5.15M 130,627 +1,534 +1%
SC
198
SouthState Corp
Florida
$5.14M 130,474 +46,717 +56%
PIA
199
Powell Investment Advisors
Florida
$5.04M 127,794 -693 -0.5%
MLM
200
Mount Lucas Management
Pennsylvania
$5.04M 127,709 -15,680 -11%