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iShares Preferred and Income Securities ETF

703 hedge funds and large institutions have $5.77B invested in iShares Preferred and Income Securities ETF in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 237 increasing their positions, 314 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
-13
Holders Change %
-1.82%
% of All Funds
16.13%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
1.08%
New
52
Increased
237
Reduced
314
Closed
59
Calls
$8.72M
Puts
$23.4M
Net Calls
-$14.7M
Net Calls Change
+$38.4M
Name Holding Trade Value Shares
Change
Shares
Change %
WJA
376
Williams Jones & Associates
New York
$676K +$376K +10,000 +125%
WLIM
377
White Lighthouse Investment Management
Massachusetts
$672K
IHL
378
Investment House LLC
California
$672K +$293K +7,805 +77%
PMG
379
ProVise Management Group
Florida
$671K -$37.5K -1,000 -5%
NWM
380
Northwest Wealth Management
Iowa
$669K -$962K -25,639 -59%
CL
381
Choreo LLC
Illinois
$658K +$275K +7,326 +72%
HCM
382
Hollencrest Capital Management
California
$655K -$160K -4,266 -20%
SFS
383
Sowell Financial Services
Arkansas
$646K -$17.7K -479 -3%
CAL
384
Capital Advisors Ltd
Ohio
$645K -$643K -17,123 -50%
CCM
385
Crabel Capital Management
California
$645K -$551K -14,677 -46%
ISL
386
Ingalls & Snyder LLC
New York
$642K -$16.4K -437 -2%
Koshinski Asset Management
387
Koshinski Asset Management
Illinois
$640K -$195K -5,201 -23%
CCM
388
Canal Capital Management
Virginia
$640K +$4.44K +118 +0.7%
AIP
389
Almanack Investment Partners
Pennsylvania
$636K +$163K +4,340 +34%
BA
390
BKS Advisors
Michigan
$628K +$4.13K +110 +0.7%
ADBIC
391
A.D. Beadell Investment Counsel
Wisconsin
$628K +$214K +5,700 +52%
KFGK
392
Keystone Financial Group (Kentucky)
Kentucky
$628K +$628K +16,834 New
TWA
393
TCI Wealth Advisors
Arizona
$627K -$83.5K -2,224 -12%
BFM
394
Boothbay Fund Management
New York
$615K +$235K +6,253 +62%
SS
395
Simplicity Solutions
Minnesota
$613K -$416K -11,069 -40%
AIA
396
Allegis Investment Advisors
Idaho
$611K +$62K +1,650 +11%
FFS
397
Founders Financial Securities
Maryland
$604K +$60.6K +1,612 +11%
VC
398
Vicus Capital
Pennsylvania
$603K -$38.9K -1,036 -6%
RG
399
Rathbones Group
United Kingdom
$602K +$80.8K +2,150 +15%
BSW
400
Buckingham Strategic Wealth
Missouri
$600K -$162K -4,324 -21%