PFF icon

iShares Preferred and Income Securities ETF

813 hedge funds and large institutions have $6.52B invested in iShares Preferred and Income Securities ETF in 2020 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 340 increasing their positions, 265 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
+12
Holders Change %
+1.5%
% of All Funds
16.45%
Holding in Top 10
46
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.17%
% of All Funds
0.93%
New
82
Increased
340
Reduced
265
Closed
60
Calls
$12M
Puts
$31.1M
Net Calls
-$19.1M
Net Calls Change
-$19.2M
Name Holding Trade Value Shares
Change
Shares
Change %
DBIA
251
Dumont & Blake Investment Advisors
New Jersey
$2.15M -$4.81K -132 -0.2%
LFASL
252
Lugano Financial Advisors SA (LFA)
Switzerland
$2.15M +$65.2K +1,777 +3%
NAM
253
North American Management
Massachusetts
$2.14M -$31K -851 -1%
CCP
254
Corient Capital Partners
California
$2.14M -$81.3K -2,232 -4%
CPIG
255
Chicago Partners Investment Group
Illinois
$2.13M -$25.2K -691 -1%
RIA
256
Regal Investment Advisors
Michigan
$2.05M -$7.52M -206,364 -79%
FNBOSM
257
First National Bank of South Miami
Florida
$2.02M +$180K +4,937 +10%
LPIC
258
LeJeune Puetz Investment Counsel
Michigan
$2M +$40.7K +1,117 +2%
NCM
259
Noesis Capital Mangement
Florida
$1.96M +$135K +3,695 +7%
SC
260
SouthState Corp
Florida
$1.94M +$1.94M +53,297 New
LWA
261
Lineweaver Wealth Advisors
Ohio
$1.94M -$182K -4,986 -9%
Mackenzie Financial
262
Mackenzie Financial
Ontario, Canada
$1.93M +$1.11M +30,515 +136%
BAM
263
Belpointe Asset Management
Nevada
$1.92M +$280K +7,688 +17%
SCG
264
Sonata Capital Group
Washington
$1.91M +$5.58K +153 +0.3%
FIM
265
Freedom Investment Management
Connecticut
$1.88M -$253K -6,950 -12%
KWM
266
Kingsview Wealth Management
Oregon
$1.88M -$1M -27,535 -35%
BFPW
267
BOK Financial Private Wealth
Colorado
$1.87M +$1.87M +51,299 New
WSFS
268
Wilmington Savings Fund Society
Delaware
$1.86M -$37K -1,014 -2%
WPC
269
White Pine Capital
Minnesota
$1.86M +$52.3K +1,435 +3%
SC
270
Slow Capital
California
$1.85M +$221K +6,060 +14%
WWM
271
Western Wealth Management
Colorado
$1.85M +$149K +4,087 +9%
SAS
272
Sage Advisory Services
Texas
$1.85M +$185K +5,095 +11%
NG
273
Northstar Group
New York
$1.83M +$851K +23,340 +87%
DIP
274
DT Investment Partners
Pennsylvania
$1.81M +$51.3K +1,406 +3%
PA
275
PFG Advisors
Arizona
$1.78M -$482K -13,036 -21%