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iShares Preferred and Income Securities ETF

703 hedge funds and large institutions have $5.77B invested in iShares Preferred and Income Securities ETF in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 237 increasing their positions, 314 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
-13
Holders Change %
-1.82%
% of All Funds
16.13%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
1.08%
New
52
Increased
237
Reduced
314
Closed
59
Calls
$8.72M
Puts
$23.4M
Net Calls
-$14.7M
Net Calls Change
+$38.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
326
Sequoia Financial Advisors
Ohio
$960K +$94.4K +2,512 +11%
TCM
327
Telos Capital Management
California
$947K +$31.5K +839 +3%
ACP
328
Aviance Capital Partners
Florida
$946K +$31K +825 +3%
BJL
329
Brighton Jones LLC
Washington
$945K -$24.6K -654 -3%
I
330
IberiaBank
Louisiana
$937K +$194K +5,169 +26%
SSW
331
Smith Shellnut Wilson
Mississippi
$925K +$395K +10,517 +75%
MLM
332
Mount Lucas Management
Pennsylvania
$923K -$1.07M -28,555 -54%
DC
333
Davenport & Co
Virginia
$918K -$16.2K -431 -2%
SBIA
334
Sheaff Brock Investment Advisors
Indiana
$904K +$39.2K +1,043 +5%
HFS
335
HL Financial Services
Kentucky
$896K +$896K +23,858 New
PA
336
PFG Advisors
Arizona
$894K +$64.1K +1,708 +8%
HTC
337
Haverford Trust Company
Pennsylvania
$893K +$48.9K +1,302 +6%
BNP Paribas Financial Markets
338
BNP Paribas Financial Markets
France
$893K -$2.28M -60,733 -72%
FNBT
339
FineMark National Bank & Trust
Florida
$891K -$1.41M -37,401 -61%
IBOK
340
Independence Bank of Kentucky
Kentucky
$885K +$309K +8,225 +54%
WPP
341
Whalerock Point Partners
Rhode Island
$876K -$375 -10 -0%
AAA
342
Adams Asset Advisors
Texas
$867K -$47K -1,252 -5%
BFG
343
Beacon Financial Group
Texas
$866K -$104K -2,758 -11%
FPS
344
Fieldpoint Private Securities
Connecticut
$861K +$59.2K +1,575 +7%
SWM
345
Sanctuary Wealth Management
Idaho
$860K +$49.7K +1,324 +6%
EFS
346
Essex Financial Services
Connecticut
$860K +$860K +22,892 New
IFA
347
Interactive Financial Advisors
Illinois
$854K +$53.9K +1,435 +7%
TAM
348
Tocqueville Asset Management
New York
$849K -$14.1K -375 -2%
ACM
349
AlphaStar Capital Management
North Carolina
$845K -$1.55M -41,388 -65%
OIA
350
Optimum Investment Advisors
Illinois
$845K -$52.6K -1,400 -6%