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iShares Preferred and Income Securities ETF

611 hedge funds and large institutions have $5.91B invested in iShares Preferred and Income Securities ETF in 2016 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 200 increasing their positions, 229 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+44
Holders Change %
+7.76%
% of All Funds
15.3%
Holding in Top 10
45
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.09%
% of All Funds
1.13%
New
116
Increased
200
Reduced
229
Closed
65
Calls
$7.76M
Puts
$47.7M
Net Calls
-$40M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Shares
Change %
IH
326
IFC Holdings
Florida
$929K +$129K +3,484 +16%
SFA
327
Sequoia Financial Advisors
Ohio
$918K -$52.3K -1,405 -5%
KS
328
Karpas Strategies
Connecticut
$916K
PMG
329
ProVise Management Group
Florida
$912K -$1.14M -30,560 -55%
Koshinski Asset Management
330
Koshinski Asset Management
Illinois
$889K +$889K +23,894 New
ACP
331
Aviance Capital Partners
Florida
$879K +$31.4K +843 +4%
CWM
332
Concert Wealth Management
California
$873K -$913K -24,484 -51%
CCM
333
Canal Capital Management
Virginia
$871K -$138K -3,706 -14%
NGA
334
Naples Global Advisors
Florida
$841K -$1.68K -45 -0.2%
MCM
335
Manchester Capital Management
Vermont
$839K -$987K -26,533 -54%
OIA
336
Optimum Investment Advisors
Illinois
$807K -$14.9K -400 -2%
NEAM
337
New England Asset Management
Connecticut
$802K +$100K +2,700 +14%
LA
338
LVW Advisors
New York
$802K +$239K +6,435 +43%
CSIC
339
Clifford Swan Investment Counsel
California
$800K -$3.35K -90 -0.4%
QAM
340
QCI Asset Management
New York
$793K +$793K +21,300 New
SBIA
341
Sheaff Brock Investment Advisors
Indiana
$792K +$193K +5,196 +32%
TC
342
Telemus Capital
Michigan
$791K -$372K -10,000 -32%
CIBC World Market
343
CIBC World Market
Ontario, Canada
$787K -$2.84M -76,209 -78%
GI
344
Glovista Investments
New Jersey
$774K +$514K +13,800 +197%
CCMW
345
Cypress Capital Management (Wyoming)
Wyoming
$771K +$771K +20,615 New
WA
346
WFG Advisors
Texas
$770K -$13.4K -359 -2%
RPG
347
Risk Paradigm Group
Texas
$757K -$1.45M -38,842 -66%
HPC
348
HM Payson & Co
Maine
$726K +$20.5K +550 +3%
TCM
349
Telos Capital Management
California
$720K +$3.72K +100 +0.5%
ISL
350
Ingalls & Snyder LLC
New York
$717K +$46.7K +1,255 +7%