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iShares Preferred and Income Securities ETF

652 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, 299 increasing their positions, 188 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
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
299
Reduced
188
Closed
33
Calls
$2.4M
Puts
$45.5M
Net Calls
-$43.1M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Shares
Change %
OAM
326
Oppenheimer Asset Management
New York
$1.07M -$51.6K -1,328 -5%
WAM
327
Wolverine Asset Management
Illinois
$1.06M +$785K +20,236 +283%
CIBC World Market
328
CIBC World Market
Ontario, Canada
$1.02M +$269K +6,941 +36%
TAM
329
Tocqueville Asset Management
New York
$1.01M -$120K -3,080 -11%
NWP
330
Northstar Wealth Partners
Connecticut
$1.01M -$4.67K -122 -0.5%
FB
331
Fulton Bank
Pennsylvania
$1.01M
MIM
332
Marco Investment Management
Georgia
$1.01M
NGA
333
Naples Global Advisors
Florida
$1M +$18.4K +475 +2%
CHC
334
City Holding Co
West Virginia
$974K +$9.7K +250 +1%
SFA
335
Sequoia Financial Advisors
Ohio
$972K +$243K +6,254 +33%
JWA
336
JFS Wealth Advisors
Pennsylvania
$962K +$347K +8,939 +56%
ATC
337
Argent Trust Co
Tennessee
$959K +$630K +16,236 +191%
KS
338
Karpas Strategies
Connecticut
$956K
AAA
339
Adams Asset Advisors
Texas
$944K
DC
340
Davenport & Co
Virginia
$939K -$63.3K -1,630 -6%
OIA
341
Optimum Investment Advisors
Illinois
$927K +$19.4K +500 +2%
NCM
342
Noesis Capital Mangement
Florida
$925K +$143K +3,680 +18%
RPG
343
Risk Paradigm Group
Texas
$922K +$922K +23,765 New
BMM
344
Buffington Mohr McNeal
Idaho
$918K +$101K +2,629 +12%
FPS
345
Fieldpoint Private Securities
Connecticut
$916K +$916K +23,600 New
GC
346
Guggenheim Capital
Illinois
$908K +$401K +10,327 +79%
Koshinski Asset Management
347
Koshinski Asset Management
Illinois
$907K -$14.8K -381 -2%
WPP
348
Whalerock Point Partners
Rhode Island
$906K -$87.2K -2,247 -9%
BTIS
349
BB&T Investment Services
North Carolina
$904K +$19.2K +497 +2%
TCM
350
Telos Capital Management
California
$896K +$36.4K +939 +4%