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iShares Preferred and Income Securities ETF

711 hedge funds and large institutions have $5.09B invested in iShares Preferred and Income Securities ETF in 2019 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 253 increasing their positions, 264 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
+20
Holders Change %
+2.89%
% of All Funds
15.41%
Holding in Top 10
40
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.11%
% of All Funds
0.87%
New
95
Increased
253
Reduced
264
Closed
63
Calls
$19M
Puts
$340M
Net Calls
-$321M
Net Calls Change
-$292M
Name Holding Trade Value Shares
Change
Shares
Change %
CIAS
351
Capital Investment Advisory Services
North Carolina
$833K -$2.82K -77 -0.3%
CAM
352
Concorde Asset Management
Michigan
$821K -$31.2K -855 -4%
SBWM
353
Sunflower Bank Wealth Management
Arizona
$816K -$157K -4,295 -16%
KS
354
Karpas Strategies
Connecticut
$814K
SMC
355
Smith, Moore & Co
Missouri
$809K -$121K -3,322 -13%
FPS
356
Fieldpoint Private Securities
Connecticut
$805K
WI
357
WrapManager Inc
California
$800K +$800K +21,892 New
RCAG
358
Rehmann Capital Advisory Group
Michigan
$798K +$794K +21,715 +16,704%
AAA
359
Adams Asset Advisors
Texas
$798K -$45.8K -1,252 -5%
Lido Advisors
360
Lido Advisors
California
$798K +$73.6K +2,015 +10%
OIA
361
Optimum Investment Advisors
Illinois
$796K -$21.9K -600 -3%
AWM
362
AE Wealth Management
Kansas
$780K -$188K -5,138 -19%
HTC
363
Haverford Trust Company
Pennsylvania
$778K -$85.9K -2,350 -10%
GPA
364
Guidance Point Advisors
Massachusetts
$774K -$198K -5,433 -20%
PAS
365
Partnervest Advisory Services
California
$773K +$220K +6,011 +40%
AWM
366
Altium Wealth Management
New York
$753K +$339K +9,276 +82%
SCI
367
Stableford Capital II
Arizona
$752K -$2.94M -80,360 -80%
LS
368
Lattice Strategies
Pennsylvania
$747K -$108K -2,970 -13%
NA
369
Nottingham Advisors
New York
$745K -$91.4K -2,500 -11%
PFC
370
Phocas Financial Corp
California
$740K -$409K
SGAM
371
Steinberg Global Asset Management
Florida
$740K +$343K +9,382 +86%
ECM
372
Elgethun Capital Management
South Dakota
$738K -$12K -329 -2%
CSA
373
Cottage Street Advisors
Massachusetts
$720K -$98.6K -2,699 -12%
AWM
374
Affinity Wealth Management
Delaware
$716K
FAIM
375
Financial Advocates Investment Management
Washington
$716K +$6.04K +165 +0.9%