PFF icon

iShares Preferred and Income Securities ETF

652 hedge funds and large institutions have $6.8B invested in iShares Preferred and Income Securities ETF in 2017 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 299 increasing their positions, 188 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+20
Holders Change %
+3.16%
% of All Funds
16.28%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
1.22%
New
57
Increased
299
Reduced
188
Closed
33
Calls
$2.4M
Puts
$45.5M
Net Calls
-$43.1M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Shares
Change %
RSA
401
Robertson Stephens Advisors
California
$591K -$84.5K -2,180 -13%
PWMAG
402
Pinnacle Wealth Management Advisory Group
New Jersey
$579K -$267K -6,890 -32%
CSIA
403
Charles Schwab Investment Advisory
California
$561K +$37.4K +964 +7%
HCA
404
Harbour Capital Advisors
Virginia
$559K -$25.2K -650 -4%
BAC
405
Boys Arnold & Co
North Carolina
$559K
SSW
406
Smith Shellnut Wilson
Mississippi
$559K +$559K +14,409 New
DT
407
Diversified Trust
Tennessee
$557K +$557K +14,360 New
CLOS
408
Compagnie Lombard Odier SCmA
Switzerland
$556K
AIA
409
Allegis Investment Advisors
Idaho
$548K -$35K -903 -6%
LWAC
410
Laurel Wealth Advisors (California)
California
$546K
RG
411
Rathbones Group
United Kingdom
$538K -$49.6K -1,280 -8%
SWA
412
SFMG Wealth Advisors
Texas
$533K +$39 +1 +0%
LA
413
LVW Advisors
New York
$529K
MWM
414
Meridian Wealth Management
Kentucky
$522K -$14.1K -365 -3%
CWM
415
Cornerstone Wealth Management
Missouri
$521K +$81.6K +2,123 +19%
SFS
416
Sowell Financial Services
Arkansas
$517K -$1.05M -27,476 -67%
FIM
417
Fernwood Investment Management
Massachusetts
$513K +$45K +1,159 +10%
CBN
418
Cadence Bank NA
Texas
$512K +$512K +13,186 New
GP
419
Girard Partners
Pennsylvania
$504K +$15.4K +397 +3%
CB
420
Chemical Bank
Michigan
$497K -$81.5K -2,099 -14%
DCM
421
Delta Capital Management
New Jersey
$495K +$47.9K +1,235 +11%
SG Americas Securities
422
SG Americas Securities
New York
$490K -$2.93M -75,380 -86%
CCT
423
Capital City Trust
Florida
$485K
OC
424
Oakworth Capital
Alabama
$484K
SNBOSCI
425
Security National Bank of Sioux City Iowa
Iowa
$484K