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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 %
MC
251
Mathes Company
New York
$1.95M +$478K +15,000 +32%
LNC
252
Lincoln National Corp
Pennsylvania
$1.94M +$88.3K +2,774 +5%
OPS
253
Orion Portfolio Solutions
Nebraska
$1.93M -$499K -15,667 -21%
OC
254
Oppenheimer & Co
New York
$1.92M +$218K +6,846 +13%
DBIA
255
Dumont & Blake Investment Advisors
New Jersey
$1.85M -$48.8K -1,532 -3%
BMA
256
Brooks Moore & Associates
Tennessee
$1.84M +$46.2K +1,450 +3%
LWA
257
Lineweaver Wealth Advisors
Ohio
$1.83M +$11.9K +374 +0.7%
MPCG
258
Matrix Private Capital Group
New York
$1.82M +$1.2M +37,786 +194%
MIAN
259
Mariner Independent Advisor Network
Kansas
$1.79M +$72.8K +2,384 +4%
DWM
260
Destination Wealth Management
California
$1.78M -$39.1K -1,227 -2%
AWM
261
Atticus Wealth Management
Florida
$1.78M -$311K -9,754 -15%
BHWA
262
Beacon Harbor Wealth Advisors
Virginia
$1.77M +$60.7K +1,905 +4%
WWM
263
Western Wealth Management
Colorado
$1.77M -$134K -4,194 -7%
RIA
264
Regal Investment Advisors
Michigan
$1.76M -$6.05M -189,835 -77%
MD
265
Money Design
Japan
$1.75M -$2.02M -63,367 -54%
CF
266
Centaurus Financial
California
$1.75M -$563K -17,665 -24%
SFI
267
SPC Financial Inc
Maryland
$1.71M +$115K +3,600 +7%
LPIC
268
LeJeune Puetz Investment Counsel
Michigan
$1.68M -$82.5K -2,592 -5%
Calamos Advisors
269
Calamos Advisors
Illinois
$1.67M +$1.25M +39,100 +295%
LFAS
270
Level Four Advisory Services
Texas
$1.65M -$3.97M -124,444 -71%
DIP
271
DT Investment Partners
Pennsylvania
$1.64M -$5.65M -177,471 -77%
SCG
272
Sonata Capital Group
Washington
$1.61M +$260K +8,171 +19%
FAM
273
Flaharty Asset Management
Florida
$1.61M -$32 -1 -0%
Prudential Financial
274
Prudential Financial
New Jersey
$1.57M +$205K +6,434 +15%
First Manhattan
275
First Manhattan
New York
$1.57M -$2.18M -68,400 -58%