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iShares Preferred and Income Securities ETF

611 hedge funds and large institutions have $5.91B invested in iShares Preferred and Income Securities ETF in 2016 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 200 increasing their positions, 229 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+44
Holders Change %
+7.76%
% of All Funds
15.3%
Holding in Top 10
45
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.09%
% of All Funds
1.13%
New
116
Increased
200
Reduced
229
Closed
65
Calls
$7.76M
Puts
$47.7M
Net Calls
-$40M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
401
Baldwin Wealth Partners
Massachusetts
$458K
UF
402
Univest Financial
Pennsylvania
$455K
AC
403
Abbrea Capital
California
$455K +$455K +12,215 New
PFP
404
Pinnacle Financial Partners
Tennessee
$454K -$204K -5,477 -31%
BWFM
405
Bridgewater Wealth & Financial Management
Maryland
$449K -$152K -4,069 -25%
EAM
406
Edge Asset Management
Washington
$447K -$186K -5,000 -29%
IHL
407
Investment House LLC
California
$444K -$47.1K -1,265 -10%
AIP
408
Almanack Investment Partners
Pennsylvania
$444K +$444K +11,943 New
LNC
409
Lincoln National Corp
Pennsylvania
$443K +$9.94K +267 +2%
MWAC
410
Mariner Wealth Advisors (Cincinnati)
Ohio
$442K -$167K -4,498 -27%
BTIS
411
BB&T Investment Services
North Carolina
$442K +$442K +11,902 New
VA
412
Valmark Advisers
Ohio
$436K
CAM
413
Carret Asset Management
New York
$435K +$188K +5,060 +76%
BA
414
BKS Advisors
Michigan
$433K +$141K +3,800 +48%
GP
415
Girard Partners
Pennsylvania
$431K +$43.5K +1,169 +11%
CCT
416
Capital City Trust
Florida
$431K +$75K +2,015 +21%
CL
417
Choreo LLC
Illinois
$425K -$148K -3,991 -26%
PWMAG
418
Pinnacle Wealth Management Advisory Group
New Jersey
$425K -$18.6K -500 -4%
FFS
419
Founders Financial Securities
Maryland
$422K +$62.6K +1,684 +17%
WP
420
WealthSource Partners
California
$421K -$709K -19,052 -63%
IFA
421
Interactive Financial Advisors
Illinois
$418K -$67.8K -1,822 -14%
DCM
422
Delta Capital Management
New Jersey
$417K -$123K -3,300 -23%
IFAM
423
Institutional & Family Asset Management
Colorado
$417K +$24.1K +648 +6%
FWSM
424
First Wilshire Securities Management
California
$417K +$197K +5,300 +90%
VKH
425
Virtu KCG Holdings
New York
$411K -$386K -10,371 -48%