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iShares Preferred and Income Securities ETF

532 hedge funds and large institutions have $5.07B invested in iShares Preferred and Income Securities ETF in 2016 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 252 increasing their positions, 161 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
14.2%
Holding in Top 10
48
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20%
% of All Funds
1.28%
New
46
Increased
252
Reduced
161
Closed
39
Calls
$2.92M
Puts
$47.1M
Net Calls
-$44.1M
Net Calls Change
+$41.9M
Name Holding Trade Value Shares
Change
Shares
Change %
DOA
326
D'Orazio & Associates
Virginia
$681K -$263K -6,742 -28%
AIM
327
Aspen Investment Management
Michigan
$681K +$39 +1 +0%
BWFM
328
Bridgewater Wealth & Financial Management
Maryland
$675K +$675K +17,303 New
PFP
329
Pinnacle Financial Partners
Tennessee
$674K +$5.86K +150 +0.9%
SG
330
Somerset Group
Minnesota
$670K
OC
331
Oakworth Capital
Alabama
$667K -$130K -3,322 -16%
SAM
332
Shamrock Asset Management
Texas
$665K +$31.7K +811 +5%
SCA
333
STALEY CAPITAL ADVISERS
Pennsylvania
$650K -$13.7K -350 -2%
PA
334
Pinnacle Associates
New York
$648K +$32.4K +831 +5%
AWMS
335
Advocacy Wealth Management Services
Georgia
$639K +$287K +7,368 +82%
HCA
336
Harbour Capital Advisors
Virginia
$637K -$69.3K -1,775 -10%
SBIA
337
Sheaff Brock Investment Advisors
Indiana
$637K +$43.4K +1,113 +7%
AI
338
Atria Investments
North Carolina
$633K -$6.06M -155,171 -91%
BOS
339
Bank of Stockton
California
$617K -$54.7K -1,400 -8%
NEPWA
340
New England Private Wealth Advisors
Massachusetts
$604K +$156 +4 +0%
RVPG
341
Relative Value Partners Group
$602K
WAS
342
WESPAC Advisors SoCal
California
$596K +$352K +9,030 +145%
CFA
343
Capstone Financial Advisors
Illinois
$594K
CL
344
CPWM LLC
Washington
$589K -$219K -5,604 -27%
LIA
345
LBMC Investment Advisors
Tennessee
$580K +$29.7K +761 +5%
LWAC
346
Laurel Wealth Advisors (California)
California
$580K +$78.5K +2,010 +16%
NEAM
347
New England Asset Management
Connecticut
$553K
ST
348
Smithfield Trust
Pennsylvania
$532K +$101K +2,575 +23%
AF
349
Aldebaran Financial
$522K -$22.6K -579 -4%
YP
350
Yellowstone Partners
Idaho
$519K +$199K +5,096 +62%