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iShares Preferred and Income Securities ETF

835 hedge funds and large institutions have $5.99B invested in iShares Preferred and Income Securities ETF in 2019 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 321 increasing their positions, 241 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+93
Holders Change %
+12.53%
% of All Funds
16.49%
Holding in Top 10
48
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+37.14%
% of All Funds
0.95%
New
152
Increased
321
Reduced
241
Closed
48
Calls
$3.38M
Puts
$75.3M
Net Calls
-$71.9M
Net Calls Change
+$207M
Name Holding Trade Value Shares
Change
Shares
Change %
CW
351
CreativeOne Wealth
Kansas
$1.21M +$478K +12,728 +66%
WAM
352
Weatherly Asset Management
California
$1.21M -$94.8K -2,523 -7%
JG
353
Jefferies Group
New York
$1.19M -$195K -5,183 -14%
SC
354
Slow Capital
California
$1.19M +$369K +9,811 +45%
KA
355
Kovack Advisors
Florida
$1.18M +$403K +10,723 +52%
NIC
356
Northwest Investment Counselors
Oregon
$1.18M +$2.52K +67 +0.2%
NG
357
Northstar Group
New York
$1.16M -$92.1K -2,450 -7%
SRSA
358
S.R. Schill & Associates
Washington
$1.15M +$1.15M +30,479 New
CWM
359
Connecticut Wealth Management
Connecticut
$1.14M -$501K -13,316 -30%
SCA
360
Snowden Capital Advisors
New York
$1.14M -$96.5K -2,566 -8%
RWM
361
Ritholtz Wealth Management
New York
$1.12M -$99.8K -2,653 -8%
DC
362
Davenport & Co
Virginia
$1.11M +$573K +15,236 +106%
EDRH
363
Edmond de Rothschild Holding
Switzerland
$1.1M
PPP
364
Private Portfolio Partners
New Jersey
$1.08M +$127K +3,385 +13%
ACP
365
Aviance Capital Partners
Florida
$1.08M +$168K +4,481 +18%
VA
366
Valmark Advisers
Ohio
$1.08M -$10.4K -277 -1%
SBWM
367
Sunflower Bank Wealth Management
Arizona
$1.08M -$46.6K -1,240 -4%
BOTW
368
Bank of the West
California
$1.08M -$9.29K -247 -0.9%
Northern Trust
369
Northern Trust
Illinois
$1.08M -$27.2K -725 -2%
SMFS
370
Squar Milner Financial Services
California
$1.06M +$244K +6,486 +30%
CCM
371
Contrarian Capital Management
Connecticut
$1.06M +$244K +6,500 +30%
BWA
372
BDO Wealth Advisors
Florida
$1.05M +$216K +5,758 +26%
NEPWA
373
New England Private Wealth Advisors
Massachusetts
$1.04M +$52.7K +1,401 +5%
MOS
374
MGO One Seven
Ohio
$1.04M +$259K +6,900 +33%
SFP
375
Strategic Financial Partners
Oregon
$1.04M +$1.04M +27,643 New