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iShares Preferred and Income Securities ETF

711 hedge funds and large institutions have $5.09B invested in iShares Preferred and Income Securities ETF in 2019 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 253 increasing their positions, 264 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
+20
Holders Change %
+2.89%
% of All Funds
15.41%
Holding in Top 10
40
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.11%
% of All Funds
0.87%
New
95
Increased
253
Reduced
264
Closed
63
Calls
$19M
Puts
$340M
Net Calls
-$321M
Net Calls Change
-$292M
Name Holding Trade Value Shares
Change
Shares
Change %
UB
376
UMB Bank
Missouri
$714K +$21.5K +589 +3%
GC
377
Guggenheim Capital
Illinois
$712K -$457K -12,499 -39%
SCM
378
Stonehearth Capital Management
Massachusetts
$710K
TA
379
TCG Advisors
Texas
$709K -$184K -5,043 -21%
VCWA
380
Vanguard Capital Wealth Advisors
Colorado
$704K -$41.6K -1,139 -6%
JWA
381
JFS Wealth Advisors
Pennsylvania
$704K +$695 +19 +0.1%
CCT
382
Capital City Trust
Florida
$704K +$20.3K +556 +3%
AW
383
ACG Wealth
Georgia
$702K +$28.6K +782 +4%
CA
384
Crewe Advisors
Utah
$701K -$134K -3,670 -16%
GEA
385
Glen Eagle Advisors
New Jersey
$692K -$73 -2 -0%
RVPG
386
Relative Value Partners Group
$691K -$27.2K -745 -4%
PPP
387
Private Portfolio Partners
New Jersey
$690K +$69.5K +1,901 +11%
CHA
388
Carmichael Hill & Associates
Maryland
$687K -$32.5K -890 -5%
CT
389
Coastline Trust
Rhode Island
$685K +$21.9K +600 +3%
GFS
390
GYL Financial Synergies
Connecticut
$681K +$71.7K +1,960 +12%
WPW
391
Waldron Private Wealth
Pennsylvania
$677K -$310K -8,481 -31%
WCG
392
Weaver Consulting Group
California
$672K +$672K +18,286 New
CFG
393
Citizens Financial Group
Rhode Island
$670K -$60.3K -1,650 -8%
TWA
394
TCI Wealth Advisors
Arizona
$670K +$183K +4,996 +37%
FWM
395
FFT Wealth Management
Pennsylvania
$662K +$281K +7,682 +74%
SWM
396
Sanctuary Wealth Management
Idaho
$661K
HFS
397
HL Financial Services
Kentucky
$655K -$4.53K -124 -0.7%
KWA
398
KCS Wealth Advisory
California
$652K -$320K -8,739 -33%
SRC
399
Sage Rhino Capital
California
$651K +$651K +17,816 New
AIP
400
Ameritas Investment Partners
Nebraska
$645K +$15.3K +418 +2%