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iShares Preferred and Income Securities ETF

691 hedge funds and large institutions have $6.27B invested in iShares Preferred and Income Securities ETF in 2018 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 241 increasing their positions, 268 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
-13
Holders Change %
-1.85%
% of All Funds
15.82%
Holding in Top 10
41
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.58%
% of All Funds
0.94%
New
53
Increased
241
Reduced
268
Closed
62
Calls
$2.07M
Puts
$54.4M
Net Calls
-$52.4M
Net Calls Change
+$3.11M
Name Holding Trade Value Shares
Change
Shares
Change %
PAS
376
Partnervest Advisory Services
California
$716K +$481K +12,959 +205%
JWA
377
JFS Wealth Advisors
Pennsylvania
$713K -$2.08K -56 -0.3%
WPP
378
Whalerock Point Partners
Rhode Island
$691K
UB
379
UMB Bank
Missouri
$686K -$39K -1,050 -5%
PA
380
Pinnacle Associates
New York
$683K +$8.92K +240 +1%
AIP
381
Ameritas Investment Partners
Nebraska
$681K -$2.93K -79 -0.4%
I2I
382
Insight 2811 Inc
Illinois
$676K +$676K +18,204 New
OIM
383
Opus Investment Management
Massachusetts
$669K +$250K +6,720 +60%
PMG
384
ProVise Management Group
Florida
$664K -$11.1K -300 -2%
CAM
385
Concorde Asset Management
Michigan
$663K +$47.4K +1,286 +8%
CAS
386
Cue Advisory Services
Arizona
$654K -$115K -3,107 -15%
ACP
387
Ashfield Capital Partners
California
$652K -$157K -4,225 -19%
LS
388
Lattice Strategies
Pennsylvania
$651K +$71K +1,914 +12%
APP
389
Avantax Planning Partners
Iowa
$651K +$85.9K +2,312 +15%
RA
390
Rational Advisors
New York
$649K +$166K +4,462 +34%
AWA
391
ARS Wealth Advisors
Florida
$648K -$333K -8,970 -34%
BCA
392
Bay Colony Advisors
Massachusetts
$643K -$52.4K -1,413 -8%
BCWM
393
Blue Chip Wealth Management
Florida
$639K +$80.9K +2,179 +14%
HIC
394
Holderness Investments Company
North Carolina
$637K -$37.1K -1,000 -6%
CAL
395
Capital Advisors Ltd
Ohio
$637K
Prudential Financial
396
Prudential Financial
New Jersey
$619K +$357K +9,600 +136%
SAM
397
Shamrock Asset Management
Texas
$618K -$9.25K -249 -1%
BA
398
BKS Advisors
Michigan
$612K -$8.02K -216 -1%
KFGK
399
Keystone Financial Group (Kentucky)
Kentucky
$607K -$7.92K -216 -1%
ISL
400
Ingalls & Snyder LLC
New York
$602K -$15.6K -420 -3%