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iShares Preferred and Income Securities ETF

704 hedge funds and large institutions have $5.94B invested in iShares Preferred and Income Securities ETF in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 237 increasing their positions, 282 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
16.14%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
1.1%
New
57
Increased
237
Reduced
282
Closed
50
Calls
$4.61M
Puts
$60.1M
Net Calls
-$55.5M
Net Calls Change
-$40.8M
Name Holding Trade Value Shares
Change
Shares
Change %
APP
401
Avantax Planning Partners
Iowa
$574K -$491K -13,010 -46%
BCWM
402
Blue Chip Wealth Management
Florida
$567K +$95.6K +2,535 +20%
WCWM
403
Wooster Corthell Wealth Management
Connecticut
$565K -$9.01K -239 -2%
TWA
404
TCI Wealth Advisors
Arizona
$562K -$67.7K -1,796 -11%
SG
405
Somerset Group
Minnesota
$554K
Wolverine Trading
406
Wolverine Trading
Illinois
$549K
B
407
Bellecapital
Switzerland
$545K
BC
408
Burney Company
Virginia
$543K +$186K +4,922 +52%
CLOS
409
Compagnie Lombard Odier SCmA
Switzerland
$540K
JG
410
Jefferies Group
New York
$539K +$68.2K +1,809 +14%
SCA
411
Sage Capital Advisors
South Dakota
$535K -$20.3K -539 -4%
BAM
412
Brave Asset Management
New Jersey
$535K +$535K +14,199 New
F
413
F3Logic
Minnesota
$531K +$37.9K +1,005 +8%
DCM
414
Delta Capital Management
New Jersey
$528K +$28.3K +750 +6%
SEI Investments
415
SEI Investments
Pennsylvania
$520K -$41.9K -1,111 -7%
LWAC
416
Laurel Wealth Advisors (California)
California
$519K -$1.73K -46 -0.3%
SNBOSCI
417
Security National Bank of Sioux City Iowa
Iowa
$504K +$15.1K +400 +3%
IWC
418
Integrated Wealth Concepts
Massachusetts
$500K +$69.6K +1,836 +16%
KWMG
419
King Wealth Management Group
Florida
$500K +$140K +3,704 +39%
ATC
420
Argent Trust Co
Tennessee
$498K +$264 +7 +0.1%
VC
421
Vicus Capital
Pennsylvania
$492K -$113K -3,006 -19%
RA
422
Rational Advisors
New York
$491K +$239K +6,329 +95%
SWA
423
SFMG Wealth Advisors
Texas
$490K -$37.7K -999 -7%
FWM
424
FFT Wealth Management
Pennsylvania
$489K +$133K +3,533 +37%
CCT
425
Capital City Trust
Florida
$488K