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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 %
KS
351
Karpas Strategies
Connecticut
$831K -$93.9K -2,500 -10%
GP
352
Girard Partners
Pennsylvania
$831K +$130K +3,451 +18%
NL
353
NWAM LLC
Washington
$829K -$311K -8,281 -27%
SFM
354
Signet Financial Management
New Jersey
$826K -$179K -4,755 -18%
JWA
355
JFS Wealth Advisors
Pennsylvania
$813K +$676 +18 +0.1%
MBT
356
Montecito Bank & Trust
California
$804K -$6.23K -166 -0.8%
CAS
357
Cue Advisory Services
Arizona
$796K -$1.01M -26,920 -56%
CSIC
358
Clifford Swan Investment Counsel
California
$790K +$3.42K +91 +0.4%
PNC
359
Park National Corp
Ohio
$781K +$12.6K +336 +2%
LWM
360
Lyons Wealth Management
Florida
$773K -$179K -4,719 -19%
CSIA
361
Charles Schwab Investment Advisory
California
$767K +$75.7K +2,015 +11%
VCM
362
Virtue Capital Management
Tennessee
$758K -$745 -20 -0.1%
CTA
363
Chesley Taft & Associates
Illinois
$755K -$420K -11,175 -36%
TWM
364
Titus Wealth Management
California
$751K -$491K -13,073 -40%
SWM
365
SeaCrest Wealth Management
New York
$747K -$33.2K -884 -4%
UB
366
UMB Bank
Missouri
$738K +$51.2K +1,362 +7%
GEA
367
Glen Eagle Advisors
New Jersey
$738K +$51.8K +1,378 +8%
Mariner
368
Mariner
Kansas
$722K -$48.5K -1,291 -6%
Susquehanna International Group
369
Susquehanna International Group
Pennsylvania
$714K -$6.12M -162,812 -90%
ALIONA
370
Allianz Life Insurance of North America
Minnesota
$712K +$712K +19,509 New
CHA
371
Carmichael Hill & Associates
Maryland
$701K +$71.6K +1,907 +11%
HIC
372
Holderness Investments Company
North Carolina
$700K -$69.3K -1,845 -9%
EA
373
Edge Advisors
Georgia
$695K +$425K +11,330 +158%
WPW
374
Winthrop Partners - WNY
New York
$686K +$5.03K +135 +0.7%
PA
375
Pinnacle Associates
New York
$678K -$106K -2,809 -13%