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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 %
HA
351
Hays Advisory
Tennessee
$694K +$694K +18,653 New
BCM
352
Bluefin Capital Management
New York
$689K +$689K +18,506 New
MIAN
353
Mariner Independent Advisor Network
Kansas
$681K -$2.15M -57,786 -76%
TI
354
Truepoint Inc
Ohio
$679K +$679K +17,639 New
MHS
355
M Holdings Securities
Oregon
$676K +$51.6K +1,387 +8%
FNBOO
356
First National Bank of Omaha
Nebraska
$667K
JWA
357
JFS Wealth Advisors
Pennsylvania
$654K +$1.15K +31 +0.2%
EAMA
358
EFG Asset Management (Americas)
Florida
$653K +$37.7K +1,012 +6%
AWM
359
AE Wealth Management
Kansas
$650K +$650K +17,460 New
GEA
360
Glen Eagle Advisors
New Jersey
$646K +$646K +17,369 New
NCM
361
Noesis Capital Mangement
Florida
$643K -$4.47K -120 -0.7%
BST
362
Bath Savings Trust
Maine
$637K +$9.49K +255 +2%
CWM
363
Catamount Wealth Management
Connecticut
$625K -$41.1K -1,104 -6%
AIM
364
Aspen Investment Management
Michigan
$616K
HW
365
Hancock Whitney
Mississippi
$612K -$140K -3,778 -19%
CB
366
Chemical Bank
Michigan
$609K +$291K +7,832 +92%
HCA
367
Harbour Capital Advisors
Virginia
$606K
SCA
368
STALEY CAPITAL ADVISERS
Pennsylvania
$601K
RT
369
Rockland Trust
Massachusetts
$592K +$106K +2,855 +22%
OC
370
Oakworth Capital
Alabama
$586K +$10.7K +285 +2%
SG
371
Somerset Group
Minnesota
$584K -$44.6K -1,200 -7%
SS
372
Sunbelt Securities
Texas
$577K -$25.4K -683 -4%
RVPG
373
Relative Value Partners Group
$577K
NG
374
Northstar Group
New York
$575K +$489K +13,150 +572%
BBA
375
BLB&B Advisors
Pennsylvania
$572K +$50.2K +1,350 +10%