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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 %
FCFC
301
First Citizens Financial Corp
Iowa
$1.34M +$75.2K +2,363 +6%
SBH
302
Segall Bryant & Hamill
Illinois
$1.34M -$57.4K -1,800 -4%
WAM
303
Wakefield Asset Management
Colorado
$1.33M +$1.33M +41,785 New
CHC
304
City Holding Co
West Virginia
$1.33M +$294K +9,240 +29%
BST
305
Bath Savings Trust
Maine
$1.32M +$49.6K +1,560 +4%
KFI
306
Key Financial Inc
Pennsylvania
$1.3M -$459K -14,422 -26%
NSIM
307
North Star Investment Management
Illinois
$1.29M +$45.8K +1,439 +4%
HWA
308
Heritage Wealth Advisors
Virginia
$1.26M +$162K +5,095 +15%
XF
309
XML Financial
Maryland
$1.26M -$190K -5,952 -13%
CTC
310
Central Trust Company
Missouri
$1.25M +$53.4K +1,677 +4%
SSW
311
Smith Shellnut Wilson
Mississippi
$1.21M +$118K +3,716 +11%
MIM
312
Macroview Investment Management
Maryland
$1.21M +$1.21M +37,977 New
TA
313
TCG Advisors
Texas
$1.19M -$26.8K -840 -2%
PAG
314
Private Advisory Group
Washington
$1.19M -$1.72M -54,178 -59%
TAM
315
Tocqueville Asset Management
New York
$1.18M -$15.3K -480 -1%
CRC
316
Curi RMB Capital
Illinois
$1.17M -$256K -8,049 -18%
SIS
317
Sound Income Strategies
Florida
$1.17M +$388K +12,191 +50%
Bessemer Group
318
Bessemer Group
New Jersey
$1.14M -$115K -3,600 -9%
PPP
319
Private Portfolio Partners
New Jersey
$1.12M +$200K +6,288 +22%
SWP
320
Summit Wealth Partners
Florida
$1.12M -$137K -4,293 -11%
SW
321
StrongBox Wealth
Missouri
$1.1M +$1.1M +34,481 New
KS
322
Karpas Strategies
Connecticut
$1.1M +$31.9K +1,000 +3%
ACP
323
Aviance Capital Partners
Florida
$1.08M +$159K +4,979 +17%
SG
324
StoneX Group
New York
$1.08M -$656K -20,623 -38%
BSA
325
Bull Street Advisors
Georgia
$1.07M -$4.93K -155 -0.5%