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iShares Preferred and Income Securities ETF

703 hedge funds and large institutions have $5.77B invested in iShares Preferred and Income Securities ETF in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 237 increasing their positions, 314 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
-13
Holders Change %
-1.82%
% of All Funds
16.13%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
1.08%
New
52
Increased
237
Reduced
314
Closed
59
Calls
$8.72M
Puts
$23.4M
Net Calls
-$14.7M
Net Calls Change
+$38.4M
Name Holding Trade Value Shares
Change
Shares
Change %
LS
401
Lattice Strategies
Pennsylvania
$597K +$11.1K +295 +2%
SAM
402
Shamrock Asset Management
Texas
$589K +$373K +10,089 +172%
RVPG
403
Relative Value Partners Group
$582K +$582K +15,496 New
CBU
404
CIBC Bank USA
Illinois
$573K -$1.74M -46,386 -75%
WCWM
405
Wooster Corthell Wealth Management
Connecticut
$572K +$16.5K +439 +3%
ZB
406
Zions Bancorporation
Utah
$567K -$23K -612 -4%
SEI Investments
407
SEI Investments
Pennsylvania
$560K -$147K -3,906 -21%
BHB
408
Bank Hapoalim BM
Israel
$560K -$582
EWM
409
Evermay Wealth Management
Virginia
$556K +$14.3K +380 +3%
SCA
410
Sage Capital Advisors
South Dakota
$553K -$5.33K -142 -1%
SG
411
Somerset Group
Minnesota
$552K -$37.6K -1,000 -6%
Wolverine Trading
412
Wolverine Trading
Illinois
$549K -$423K -11,261 -44%
B
413
Bellecapital
Switzerland
$542K +$295K +7,865 +120%
KP
414
Keel Point
Alabama
$541K -$12.6K -335 -2%
CLOS
415
Compagnie Lombard Odier SCmA
Switzerland
$539K -$539K -14,350 -50%
AIP
416
Ameritas Investment Partners
Nebraska
$537K +$89.4K +2,381 +20%
KA
417
Kovack Advisors
Florida
$535K -$165K -4,388 -24%
CFG
418
Citizens Financial Group
Rhode Island
$532K +$15.4K +410 +3%
SWA
419
SFMG Wealth Advisors
Texas
$526K +$38.6K +1,028 +8%
Allianz Asset Management
420
Allianz Asset Management
Germany
$519K +$132K +3,513 +34%
LWAC
421
Laurel Wealth Advisors (California)
California
$518K +$2.59K +69 +0.5%
SIS
422
Sound Income Strategies
Florida
$513K +$249K +6,623 +94%
AC
423
Abbrea Capital
California
$502K +$44.1K +1,175 +10%
CWM
424
Cornerstone Wealth Management
Missouri
$498K -$21.2K -559 -4%
DCM
425
Delta Capital Management
New Jersey
$498K