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iShares Preferred and Income Securities ETF

632 hedge funds and large institutions have $6.85B invested in iShares Preferred and Income Securities ETF in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 282 increasing their positions, 205 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
Holders Change %
0%
% of All Funds
15.78%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
1.2%
New
48
Increased
282
Reduced
205
Closed
39
Calls
$3M
Puts
$26M
Net Calls
-$23M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FFS
401
Founders Financial Securities
Maryland
$571K +$67.5K +1,724 +13%
AI
402
Atria Investments
North Carolina
$566K -$18.1K -461 -3%
BAC
403
Boys Arnold & Co
North Carolina
$564K +$5.95K +152 +1%
CLOS
404
Compagnie Lombard Odier SCmA
Switzerland
$562K
1832 Asset Management
405
1832 Asset Management
Ontario, Canada
$562K +$5.53K +141 +1%
LWAC
406
Laurel Wealth Advisors (California)
California
$551K -$11.9K -304 -2%
ECM
407
Elgethun Capital Management
South Dakota
$546K
CFA
408
Camarda Financial Advisors
Florida
$544K -$1.1M -28,204 -67%
MWM
409
Meridian Wealth Management
Kentucky
$543K +$9.36K +239 +2%
SWA
410
SFMG Wealth Advisors
Texas
$537K +$29.4K +751 +6%
LA
411
LVW Advisors
New York
$534K -$58.8K -1,500 -10%
CSIA
412
Charles Schwab Investment Advisory
California
$528K +$128K +3,257 +32%
AWMS
413
Advocacy Wealth Management Services
Georgia
$520K -$12.6K -322 -2%
CPP
414
Crow Point Partners
Massachusetts
$520K +$501K +12,825 +2,617%
FWM
415
Frontier Wealth Management
Missouri
$517K -$1.03M -26,374 -67%
GC
416
Guggenheim Capital
Illinois
$512K +$224K +5,718 +78%
WA
417
WFG Advisors
Texas
$510K -$100K -2,561 -16%
PAG
418
Pinnacle Advisory Group
Maryland
$502K +$82.3K +2,100 +20%
GP
419
Girard Partners
Pennsylvania
$493K +$274 +7 +0.1%
JG
420
Jefferies Group
New York
$491K +$197K +5,026 +67%
SNBOSCI
421
Security National Bank of Sioux City Iowa
Iowa
$489K +$54.1K +1,380 +12%
GJIC
422
Gamble Jones Investment Counsel
California
$486K +$109K +2,793 +29%
OC
423
Oakworth Capital
Alabama
$485K -$19.5K -499 -4%
CCT
424
Capital City Trust
Florida
$485K +$18.9K +483 +4%
Squarepoint
425
Squarepoint
New York
$480K -$87.9K -2,244 -15%