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iShares Preferred and Income Securities ETF

653 hedge funds and large institutions have $6.8B invested in iShares Preferred and Income Securities ETF in 2017 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 300 increasing their positions, 188 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 33

60% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 188

3% more funds holding

Funds holding: 633653 (+20)

2% more funds holding in top 10

Funds holding in top 10: 4849 (+1)

1% less capital invested

Capital invested by funds: $6.85B → $6.8B (-$44.6M)

0.75% less ownership

Funds ownership: 37.33%36.58% (-0.75%)

95% less call options, than puts

Call options by funds: $2.4M | Put options by funds: $45.5M

Holders
653
Holders Change
+20
Holders Change %
+3.16%
% of All Funds
16.28%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
1.22%
New
57
Increased
300
Reduced
188
Closed
33
Calls
$2.4M
Puts
$45.5M
Net Calls
-$43.1M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
276
Lincoln National Corp
Pennsylvania
$1.56M +$961K +24,672 +159%
FFSOTS
277
Fiduciary Financial Services of The Southwest
Texas
$1.52M -$441K -11,325 -22%
NFG
278
Next Financial Group
Texas
$1.52M -$553K -14,197 -26%
DAS
279
Dynamic Advisor Solutions
Arizona
$1.49M +$29.6K +761 +2%
ASN
280
Advisory Services Network
Georgia
$1.47M -$465K -11,929 -24%
CCG
281
Cypress Capital Group
Florida
$1.44M +$70.1K +1,800 +5%
NL
282
NWAM LLC
Washington
$1.44M -$22.1K -568 -2%
ACP
283
Ashfield Capital Partners
California
$1.44M -$2.53K -65 -0.2%
NSIM
284
North Star Investment Management
Illinois
$1.43M +$1.05M +26,900 +268%
HIM
285
Hutchens Investment Management
New Hampshire
$1.41M -$109K -2,800 -7%
CS
286
Comerica Securities
Michigan
$1.41M +$264K +6,785 +23%
NEPWA
287
New England Private Wealth Advisors
Massachusetts
$1.39M +$1.01K +26 +0.1%
GFPC
288
Global Financial Private Capital
Florida
$1.37M +$1.38M +35,408 New
WPW
289
Waldron Private Wealth
Pennsylvania
$1.37M
KWM
290
Kingsview Wealth Management
Oregon
$1.37M +$235K +6,035 +21%
FIB
291
First Interstate Bank
Montana
$1.36M +$77.1K +1,980 +6%
WI
292
WrapManager Inc
California
$1.35M +$183K +4,707 +16%
MC
293
Moors & Cabot
Massachusetts
$1.34M +$176K +4,514 +15%
CPIG
294
Chicago Partners Investment Group
Illinois
$1.3M -$932K -23,921 -88%
SPIA
295
Steward Partners Investment Advisory
New York
$1.3M -$54.9K -1,410 -4%
CAL
296
Capital Advisors Ltd
Ohio
$1.29M +$45.8K +1,176 +4%
APP
297
Avantax Planning Partners
Iowa
$1.28M +$10.5K +270 +0.8%
BFG
298
Beacon Financial Group
Texas
$1.26M -$118K -3,016 -8%
HFS
299
HL Financial Services
Kentucky
$1.26M -$704K -18,074 -36%
RCAG
300
Rehmann Capital Advisory Group
Michigan
$1.25M +$107K +2,736 +9%