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iShares Preferred and Income Securities ETF

632 hedge funds and large institutions have $6.85B invested in iShares Preferred and Income Securities ETF in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 282 increasing their positions, 205 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
Holders Change %
0%
% of All Funds
15.78%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
1.2%
New
48
Increased
282
Reduced
205
Closed
39
Calls
$3M
Puts
$26M
Net Calls
-$23M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Shares
Change %
HPC
376
HM Payson & Co
Maine
$710K -$17.2K -440 -2%
WP
377
WealthSource Partners
California
$703K -$124K -3,179 -15%
RSA
378
Robertson Stephens Advisors
California
$682K -$152K -3,874 -18%
LS
379
Lattice Strategies
Pennsylvania
$670K +$34.3K +875 +5%
HA
380
Hays Advisory
Tennessee
$660K -$61.5K -1,572 -9%
BC
381
Brinker Capital
Pennsylvania
$654K +$3.61K +92 +0.6%
BA
382
BKS Advisors
Michigan
$650K +$125K +3,200 +24%
AIM
383
Aspen Investment Management
Michigan
$649K
I
384
IberiaBank
Louisiana
$645K +$44.5K +1,135 +7%
ZB
385
Zions Bancorporation
Utah
$641K -$437K -11,155 -41%
UB
386
UMB Bank
Missouri
$641K -$12.9K -328 -2%
SS
387
Simplicity Solutions
Minnesota
$638K +$228K +5,819 +56%
SCA
388
STALEY CAPITAL ADVISERS
Pennsylvania
$633K
JWA
389
JFS Wealth Advisors
Pennsylvania
$620K -$68.3K -1,745 -10%
SG
390
Somerset Group
Minnesota
$615K
GRP
391
Global Retirement Partners
California
$610K +$337K +8,599 +123%
LNC
392
Lincoln National Corp
Pennsylvania
$608K -$20.1K -512 -3%
SCA
393
Sage Capital Advisors
South Dakota
$603K +$603K +15,388 New
RG
394
Rathbones Group
United Kingdom
$594K
FWSM
395
First Wilshire Securities Management
California
$591K
HCA
396
Harbour Capital Advisors
Virginia
$590K -$12.7K -325 -2%
CWM
397
Concert Wealth Management
California
$588K -$306K -7,789 -34%
AIA
398
Allegis Investment Advisors
Idaho
$588K +$588K +15,023 New
CB
399
Chemical Bank
Michigan
$584K +$88.2K +2,252 +18%
CAM
400
Concorde Asset Management
Michigan
$583K +$222K +5,672 +61%