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iShares Preferred and Income Securities ETF

716 hedge funds and large institutions have $6.27B invested in iShares Preferred and Income Securities ETF in 2017 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 258 increasing their positions, 242 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+64
Holders Change %
+9.82%
% of All Funds
16.26%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.34%
New
124
Increased
258
Reduced
242
Closed
55
Calls
$10.4M
Puts
$63.5M
Net Calls
-$53.1M
Net Calls Change
-$10M
Name Holding Trade Value Shares
Change
Shares
Change %
PMG
401
ProVise Management Group
Florida
$719K
SEI Investments
402
SEI Investments
Pennsylvania
$716K +$248K +6,520 +53%
GP
403
Girard Partners
Pennsylvania
$711K +$217K +5,689 +44%
KA
404
Kovack Advisors
Florida
$709K -$447K -11,739 -39%
AI
405
Atria Investments
North Carolina
$708K +$78.7K +2,065 +12%
CSIA
406
Charles Schwab Investment Advisory
California
$701K +$151K +3,963 +27%
UB
407
UMB Bank
Missouri
$696K -$32.4K -850 -4%
GEA
408
Glen Eagle Advisors
New Jersey
$695K +$73.4K +1,927 +12%
WPW
409
Winthrop Partners - WNY
New York
$687K +$687K +18,298 New
WLIM
410
White Lighthouse Investment Management
Massachusetts
$681K +$681K +17,898 New
VCWA
411
Vanguard Capital Wealth Advisors
Colorado
$679K +$679K +17,836 New
SFS
412
Sowell Financial Services
Arkansas
$679K +$169K +4,466 +33%
ISL
413
Ingalls & Snyder LLC
New York
$668K -$75.4K -1,979 -10%
ACI
414
Alpha Cubed Investments
California
$659K +$34.5K +906 +6%
WP
415
WealthSource Partners
California
$658K -$48.6K -1,277 -7%
VC
416
Vicus Capital
Pennsylvania
$651K -$33K -867 -5%
CCM
417
Canal Capital Management
Virginia
$644K -$209K -5,485 -24%
BC
418
Burney Company
Virginia
$639K +$290K +7,606 +83%
CHA
419
Carmichael Hill & Associates
Maryland
$638K +$638K +16,753 New
BA
420
BKS Advisors
Michigan
$632K -$15.8K -415 -2%
KWA
421
KCS Wealth Advisory
California
$632K +$632K +16,610 New
AIM
422
Aspen Investment Management
Michigan
$630K
KWM
423
Kingsview Wealth Management
Oregon
$622K -$719K -18,873 -54%
TSS
424
Two Sigma Securities
New York
$622K +$622K +16,333 New
CAN
425
Claraphi Advisory Network
United States
$619K +$619K +16,251 New