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iShares Preferred and Income Securities ETF

725 hedge funds and large institutions have $5.38B invested in iShares Preferred and Income Securities ETF in 2019 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 302 increasing their positions, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
+14
Holders Change %
+1.97%
% of All Funds
15.77%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.74%
New
78
Increased
302
Reduced
233
Closed
49
Calls
$4.57M
Puts
$162M
Net Calls
-$158M
Net Calls Change
+$164M
Name Holding Trade Value Shares
Change
Shares
Change %
KWMG
376
King Wealth Management Group
Florida
$711K +$142K +3,867 +25%
JWA
377
JFS Wealth Advisors
Pennsylvania
$710K +$1.03K +28 +0.1%
CA
378
Crewe Advisors
Utah
$707K
CHA
379
Carmichael Hill & Associates
Maryland
$704K +$11.6K +315 +2%
LP
380
LGL Partners
Pennsylvania
$700K -$491K -13,322 -41%
AWM
381
Affinity Wealth Management
Delaware
$700K -$21.7K -588 -3%
GEA
382
Glen Eagle Advisors
New Jersey
$698K +$295 +8 +0%
RVPG
383
Relative Value Partners Group
$696K
BB
384
Bell Bank
North Dakota
$693K +$693K +18,818 New
GIA
385
Gladstone Institutional Advisory
Florida
$687K +$223K +6,057 +48%
AW
386
ACG Wealth
Georgia
$683K -$25.4K -690 -4%
AIP
387
Ameritas Investment Partners
Nebraska
$680K +$30.3K +824 +5%
FHC
388
First Heartland Consultants
Missouri
$679K +$131K +3,546 +24%
WCG
389
Weaver Consulting Group
California
$674K
Neuberger Berman Group
390
Neuberger Berman Group
New York
$672K +$156K +4,232 +30%
BC
391
Burney Company
Virginia
$668K +$106K +2,865 +19%
WSFS
392
Wilmington Savings Fund Society
Delaware
$666K +$29.4K +797 +5%
SCM
393
Stonehearth Capital Management
Massachusetts
$664K -$52.7K -1,429 -7%
FAIM
394
Financial Advocates Investment Management
Washington
$661K -$60.7K -1,646 -8%
PMG
395
ProVise Management Group
Florida
$659K +$18.4K +500 +3%
SNBOSCI
396
Security National Bank of Sioux City Iowa
Iowa
$653K +$50K +1,355 +8%
RWP
397
RWA Wealth Partners
Massachusetts
$648K -$2.58K -70 -0.4%
ATC
398
Argent Trust Co
Tennessee
$644K +$313K +8,502 +95%
NL
399
NVWM LLC
Pennsylvania
$644K +$491K +13,318 +321%
GP
400
Girard Partners
Pennsylvania
$637K +$16.9K +458 +3%