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iShares Preferred and Income Securities ETF

691 hedge funds and large institutions have $4.85B invested in iShares Preferred and Income Securities ETF in 2018 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 168 increasing their positions, 330 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
Holders Change %
0%
% of All Funds
15.42%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
1%
New
111
Increased
168
Reduced
330
Closed
103
Calls
$19M
Puts
$48.3M
Net Calls
-$29.2M
Net Calls Change
+$23.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
401
StrategIQ Financial Group
Indiana
$549K +$8.21K +240 +2%
MFG
402
Magnus Financial Group
New York
$535K +$535K +15,644 New
DI
403
DFPG Investments
Utah
$530K +$530K +15,484 New
ADBIC
404
A.D. Beadell Investment Counsel
Wisconsin
$521K
QAM
405
Questar Asset Management
Minnesota
$520K +$520K +15,201 New
PAS
406
Partnervest Advisory Services
California
$518K -$141K -4,134 -21%
CW
407
CreativeOne Wealth
Kansas
$511K +$511K +14,928 New
CAL
408
Capital Advisors Ltd
Ohio
$509K -$79.1K -2,310 -13%
SCA
409
Sage Capital Advisors
South Dakota
$504K -$12.4K -363 -2%
FNBT
410
FineMark National Bank & Trust
Florida
$494K -$34.2K -1,000 -6%
B
411
Bellecapital
Switzerland
$494K +$494K +14,440 New
CCM
412
Canal Capital Management
Virginia
$493K +$493K +14,412 New
ISL
413
Ingalls & Snyder LLC
New York
$492K -$63K -1,840 -11%
CLOS
414
Compagnie Lombard Odier SCmA
Switzerland
$491K
BWP
415
Bernardo Wealth Planning
Pennsylvania
$491K +$491K +14,337 New
SFM
416
Signet Financial Management
New Jersey
$486K -$47.1K -1,378 -9%
PA
417
Pinnacle Associates
New York
$482K -$147K -4,306 -23%
CSPIA
418
Cary Street Partners Investment Advisory
Virginia
$480K +$480K +14,051 New
DCM
419
Delta Capital Management
New Jersey
$479K
BA
420
BKS Advisors
Michigan
$475K -$89.1K -2,605 -16%
WSTAM
421
Wilbanks Smith & Thomas Asset Management
Virginia
$469K -$44K -1,285 -9%
FHC
422
First Heartland Consultants
Missouri
$466K +$153K +4,468 +49%
BIA
423
BHK Investment Advisors
Alabama
$465K +$22.3K +650 +5%
RWP
424
RWA Wealth Partners
Massachusetts
$463K +$85.5K +2,498 +23%
SWA
425
SFMG Wealth Advisors
Texas
$462K +$17.1K +501 +4%