PFF icon

iShares Preferred and Income Securities ETF

652 hedge funds and large institutions have $6.8B invested in iShares Preferred and Income Securities ETF in 2017 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 299 increasing their positions, 188 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+20
Holders Change %
+3.16%
% of All Funds
16.28%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
1.22%
New
57
Increased
299
Reduced
188
Closed
33
Calls
$2.4M
Puts
$45.5M
Net Calls
-$43.1M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Shares
Change %
PMG
376
ProVise Management Group
Florida
$733K -$38.8K -1,000 -5%
WP
377
WealthSource Partners
California
$720K +$23.1K +596 +3%
1832 Asset Management
378
1832 Asset Management
Ontario, Canada
$708K +$153K +3,951 +28%
SS
379
Simplicity Solutions
Minnesota
$707K +$75.3K +1,941 +12%
VC
380
Vicus Capital
Pennsylvania
$697K -$13.2K -339 -2%
CL
381
Choreo LLC
Illinois
$676K +$337K +8,683 +99%
BC
382
Brinker Capital
Pennsylvania
$665K +$17.2K +444 +3%
HPC
383
HM Payson & Co
Maine
$661K -$42.9K -1,105 -6%
GRP
384
Global Retirement Partners
California
$661K +$56.3K +1,452 +9%
BA
385
BKS Advisors
Michigan
$660K +$16.5K +425 +3%
SCA
386
Sage Capital Advisors
South Dakota
$650K +$53.1K +1,368 +9%
GEA
387
Glen Eagle Advisors
New Jersey
$643K -$195K -4,962 -23%
AIM
388
Aspen Investment Management
Michigan
$643K
CAM
389
Concorde Asset Management
Michigan
$641K +$62.8K +1,618 +11%
AI
390
Atria Investments
North Carolina
$641K +$80.1K +2,065 +14%
I
391
IberiaBank
Louisiana
$640K +$1.4K +36 +0.2%
ACI
392
Alpha Cubed Investments
California
$637K -$13.5M -346,621 -95%
ZB
393
Zions Bancorporation
Utah
$636K +$1.36K +35 +0.2%
TI
394
Truepoint Inc
Ohio
$632K -$83.8K -2,157 -12%
FWSM
395
First Wilshire Securities Management
California
$625K +$38.8K +1,000 +7%
MIAN
396
Mariner Independent Advisor Network
Kansas
$620K -$2.12M -54,666 -77%
LS
397
Lattice Strategies
Pennsylvania
$614K -$49.9K -1,285 -8%
SG
398
Somerset Group
Minnesota
$609K
WTB
399
Washington Trust Bank
Washington
$603K +$151K +3,900 +34%
FFS
400
Founders Financial Securities
Maryland
$602K +$36.6K +943 +6%