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iShares Preferred and Income Securities ETF

788 hedge funds and large institutions have $5B invested in iShares Preferred and Income Securities ETF in 2020 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 293 increasing their positions, 299 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
-47
Holders Change %
-5.63%
% of All Funds
17.41%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
1.33%
New
98
Increased
293
Reduced
299
Closed
133
Calls
$6.55M
Puts
$23.9M
Net Calls
-$17.4M
Net Calls Change
+$54.5M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
226
Bowie Capital Management
Texas
$2.23M +$2.23M +70,000 New
LFASL
227
Lugano Financial Advisors SA (LFA)
Switzerland
$2.2M -$379K -9,923 -15%
Cetera Investment Advisers
228
Cetera Investment Advisers
Illinois
$2.18M -$69.2K -2,174 -3%
WB
229
WesBanco Bank
West Virginia
$2.17M -$202K -6,351 -9%
NFG
230
Next Financial Group
Texas
$2.17M -$1.22M -38,317 -36%
PFS
231
Prospera Financial Services
Texas
$2.17M -$2.64M -82,864 -55%
WT
232
Whittier Trust
California
$2.17M +$6.72K +211 +0.3%
AWM
233
AE Wealth Management
Kansas
$2.14M +$998K +31,349 +87%
PHS
234
Pekin Hardy Strauss
Illinois
$2.12M -$82.8K -2,600 -4%
WCA
235
Windsor Creek Advisors
Vermont
$2.11M +$1.16M +36,400 +121%
CWM
236
Chronos Wealth Management
Florida
$2.11M +$600K +18,845 +40%
IBOK
237
Independence Bank of Kentucky
Kentucky
$2.1M +$209K +6,575 +11%
RFC
238
Regions Financial Corp
Alabama
$2.1M -$1.01M -31,578 -32%
IA
239
IFP Advisors
Florida
$2.09M +$38.9K +1,209 +2%
RIA
240
Realta Investment Advisors
Delaware
$2.08M -$437K -13,741 -17%
TA
241
TFG Advisers
Michigan
$2.07M +$7.42K +233 +0.4%
CWA
242
Core Wealth Advisors
Florida
$2.06M +$524K +16,441 +34%
UCMOK
243
United Capital Management of KS
Kansas
$2.05M -$355K -11,160 -15%
QIM
244
Quest Investment Management
Oregon
$2.04M +$403K +12,670 +25%
APW
245
Austin Private Wealth
Texas
$2.03M +$886K +27,834 +78%
PA
246
PFG Advisors
Arizona
$2.03M +$531K +15,756 +35%
FANJ
247
Financial Architects (New Jersey)
New Jersey
$1.99M -$325K -10,219 -14%
UAS
248
United Asset Strategies
New York
$1.98M +$1.98M +62,283 New
William Blair & Company
249
William Blair & Company
Illinois
$1.98M -$101K -3,185 -5%
NAM
250
North American Management
Massachusetts
$1.95M +$47.8K +1,500 +3%