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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.

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 Market Value Shares Shares
Change
Shares
Change %
AW
376
ACG Wealth
Georgia
$571K 15,333 -11,160 -42%
HCM
377
Hilton Capital Management
New York
SMC
378
Smith, Moore & Co
Missouri
$561K 15,065 +1,823 +14%
LWAC
379
Laurel Wealth Advisors (California)
California
$557K 14,982 +307 +2%
AI
380
Atria Investments
North Carolina
$549K 14,765 -2,552 -15%
CLOS
381
Compagnie Lombard Odier SCmA
Switzerland
$534K 14,350
Citadel Advisors
382
Citadel Advisors
Florida
$530K 14,235 +1,187 +9%
WI
383
Wintrust Investments
Illinois
$529K 14,211 -3,214 -18%
PPA
384
Parametric Portfolio Associates
Washington
$529K 14,208 +7,214 +103%
BAC
385
Boys Arnold & Co
North Carolina
$524K 14,086 -1,945 -12%
PHS
386
Pekin Hardy Strauss
Illinois
$518K 13,910 -91,760 -87%
CPO
387
Cerity Partners OCIO
New York
$518K 13,909 +4,081 +42%
CANC
388
Culbertson A N & Co
Virginia
$514K 13,801 +350 +3%
DC
389
Davenport & Co
Virginia
$513K 13,812 -45,617 -77%
BJL
390
Brighton Jones LLC
Washington
$508K 13,657 -5,461 -29%
KFA
391
Kelleher Financial Advisors
New York
$508K 13,675 -1,865 -12%
Carson Wealth (CWM LLC)
392
Carson Wealth (CWM LLC)
Nebraska
$501K 13,459 +543 +4%
PWAG
393
Polaris Wealth Advisory Group
California
$498K 13,375 -2,309 -15%
HCM
394
HMS Capital Management
Tennessee
$490K 13,174 -2,488 -16%
HFA
395
High Falls Advisors
New York
$487K 13,095 -275,309 -95%
SGCA
396
Steel Grove Capital Advisors
Tennessee
$481K 12,936
SWA
397
SFMG Wealth Advisors
Texas
$480K 12,890 -634 -5%
RG
398
Rathbones Group
United Kingdom
$478K 12,855 +12,855 New
PAG
399
Pinnacle Advisory Group
Maryland
$466K 12,531 +12,531 New
CG
400
Caprock Group
Idaho
$459K 12,328 -21,658 -64%