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iShares Preferred and Income Securities ETF

788 hedge funds and large institutions have $5B invested in iShares Preferred and Income Securities ETF in 2020 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 293 increasing their positions, 299 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
-47
Holders Change %
-5.63%
% of All Funds
17.41%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
1.33%
New
98
Increased
293
Reduced
299
Closed
133
Calls
$6.55M
Puts
$23.9M
Net Calls
-$17.4M
Net Calls Change
+$54.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AIC
351
Ameritas Investment Company
Nebraska
$892K +$229K +7,220 +34%
Lido Advisors
352
Lido Advisors
California
$891K +$306K +9,612 +52%
CAMG
353
CWA Asset Management Group
Florida
$889K +$102K +3,201 +13%
EWM
354
Evercore Wealth Management
New York
$887K -$634K -19,900 -42%
VA
355
Valmark Advisers
Ohio
$883K -$33.1K -1,038 -4%
CWM
356
Connecticut Wealth Management
Connecticut
$880K -$89K -2,795 -9%
OIM
357
Opus Investment Management
Massachusetts
$877K
ZCA
358
Zeke Capital Advisors
Pennsylvania
$870K
SBWM
359
Sunflower Bank Wealth Management
Arizona
$869K -$44.9K -1,410 -5%
NEPWA
360
New England Private Wealth Advisors
Massachusetts
$857K -$23.8K -750 -3%
IFO
361
Independent Family Office
New York
$855K
GPA
362
Guidance Point Advisors
Massachusetts
$854K -$19.8K -623 -2%
RCA
363
Ranch Capital Advisors
Florida
$827K +$217K +6,827 +36%
RRWA
364
Rainey & Randall Wealth Advisors
Florida
$815K +$25.3K +794 +3%
RCAG
365
Rehmann Capital Advisory Group
Michigan
$814K +$814K +25,579 New
NGA
366
Naples Global Advisors
Florida
$811K +$811K +25,476 New
MOS
367
MGO One Seven
Ohio
$808K -$74.1K -2,329 -8%
EFS
368
Essex Financial Services
Connecticut
$805K +$136K +4,260 +20%
Northern Trust
369
Northern Trust
Illinois
$801K -$110K -3,454 -12%
KWMG
370
King Wealth Management Group
Florida
$798K +$101K +3,175 +15%
PBF
371
Petix & Botte Financial
California
$797K -$278K -8,726 -26%
G
372
GenTrust
Florida
$794K +$329K +10,510 +71%
Koshinski Asset Management
373
Koshinski Asset Management
Illinois
$792K -$8.56K -269 -1%
Neuberger Berman Group
374
Neuberger Berman Group
New York
$782K +$48.5K +1,523 +7%
IF
375
Ironwood Financial
Arizona
$773K -$454K -14,265 -37%