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iShares Preferred and Income Securities ETF

987 hedge funds and large institutions have $6.04B invested in iShares Preferred and Income Securities ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 302 increasing their positions, 456 reducing their positions, and 126 closing their positions.

Holders
987
Holders Change
-58
Holders Change %
-5.55%
% of All Funds
16.69%
Holding in Top 10
52
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.04%
% of All Funds
0.88%
New
81
Increased
302
Reduced
456
Closed
126
Calls
$23.2M
Puts
$95.2M
Net Calls
-$72M
Net Calls Change
+$59.7M
Name Market Value Shares Shares
Change
Shares
Change %
ACIM
176
Azimuth Capital Investment Management
Michigan
$4.13M 125,695 +125,695 New
VAS
177
Vestmark Advisory Solutions
Massachusetts
$4.12M 125,189 +125,189 New
RWG
178
Ratio Wealth Group
Colorado
$4M 121,805 -60,881 -33%
LAM
179
LifePro Asset Management
California
$3.99M 121,446 +53,823 +80%
GTAM
180
Global Trust Asset Management
Florida
$3.98M 120,947 -85,588 -41%
BBL
181
Beck Bode LLC
Massachusetts
$3.96M 120,475 +120,475 New
SC
182
SouthState Corp
Florida
$3.95M 120,158 -9,370 -7%
PFS
183
Prospera Financial Services
Texas
$3.87M 117,533 -44,094 -27%
MIAN
184
Mariner Independent Advisor Network
Kansas
$3.87M 116,807 +10,775 +10%
PC
185
Prairiewood Capital
North Dakota
$3.76M 114,474 +114,474 New
PCM
186
Palouse Capital Management
Washington
$3.74M 113,813 +4,225 +4%
DI
187
Disciplined Investments
Oklahoma
$3.72M 112,972 -1,037 -0.9%
NB
188
Northwest Bancshares
Pennsylvania
$3.69M 112,359 -4,143 -4%
PWP
189
Private Wealth Partners
California
$3.69M 112,278 +840 +0.8%
BMM
190
Berkshire Money Management
Massachusetts
$3.69M 112,095 +112,095 New
ST
191
Sageworth Trust
Pennsylvania
$3.64M 110,704
IAS
192
IMA Advisory Services
Colorado
$3.61M 109,851 -699 -0.6%
OAM
193
Occidental Asset Management
California
$3.6M 109,473 +82,864 +311%
IA
194
IFP Advisors
Florida
$3.59M 96,391
RBFC
195
Roman Butler Fullerton & Co
Missouri
$3.55M 106,663 -2,828 -3%
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$3.55M 107,857 -14,803 -12%
MPCG
197
Matrix Private Capital Group
New York
$3.54M 107,507 -1,905 -2%
HSBC Holdings
198
HSBC Holdings
United Kingdom
$3.53M 107,371 -300 -0.3%
OC
199
Oppenheimer & Co
New York
$3.52M 106,965 -85,356 -44%
SSW
200
Smith Shellnut Wilson
Mississippi
$3.45M 104,777 -1,953 -2%