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iShares Preferred and Income Securities ETF

711 hedge funds and large institutions have $5.09B invested in iShares Preferred and Income Securities ETF in 2019 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 253 increasing their positions, 264 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
+20
Holders Change %
+2.89%
% of All Funds
15.41%
Holding in Top 10
40
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.11%
% of All Funds
0.87%
New
95
Increased
253
Reduced
264
Closed
63
Calls
$19M
Puts
$340M
Net Calls
-$321M
Net Calls Change
-$292M
Name Holding Trade Value Shares
Change
Shares
Change %
RWP
401
RWA Wealth Partners
Massachusetts
$645K +$151K +4,128 +31%
KFGK
402
Keystone Financial Group (Kentucky)
Kentucky
$644K +$24.4K +667 +4%
PMG
403
ProVise Management Group
Florida
$635K -$18.3K -500 -3%
WSFS
404
Wilmington Savings Fund Society
Delaware
$631K -$136K -3,725 -18%
AWA
405
Arete Wealth Advisors
Illinois
$624K -$55.1K -1,509 -8%
SFS
406
Sowell Financial Services
Arkansas
$622K -$52.5K -1,438 -8%
RG
407
Rathbones Group
United Kingdom
$620K -$164K -4,500 -21%
GP
408
Girard Partners
Pennsylvania
$615K -$160K -4,369 -21%
SNBOSCI
409
Security National Bank of Sioux City Iowa
Iowa
$598K +$110K +3,005 +23%
CL
410
Choreo LLC
Illinois
$594K +$272K +7,454 +85%
EAMA
411
EFG Asset Management (Americas)
Florida
$590K -$31.6K -865 -5%
KA
412
Kovack Advisors
Florida
$587K +$98.2K +2,687 +20%
Carson Wealth (CWM LLC)
413
Carson Wealth (CWM LLC)
Nebraska
$587K +$338K +8,581 +135%
PGAM
414
Princeton Global Asset Management
New Jersey
$586K +$586K +16,050 New
SFG
415
SNS Financial Group
Minnesota
$584K -$76.8K -2,100 -12%
OMC
416
Overbrook Management Corp
New York
$584K +$584K +15,979 New
CW
417
CreativeOne Wealth
Kansas
$581K +$35K +956 +6%
SCA
418
Sage Capital Advisors
South Dakota
$574K +$35K +958 +7%
SFG
419
StrategIQ Financial Group
Indiana
$569K -$17.5K -480 -3%
FWIA
420
Fort Washington Investment Advisors
Ohio
$567K -$339K -9,275 -37%
FIB
421
First Interstate Bank
Montana
$567K -$46.7K -1,275 -8%
KWMG
422
King Wealth Management Group
Florida
$565K +$110K +3,001 +24%
DCM
423
Delta Capital Management
New Jersey
$563K +$51.2K +1,400 +10%
BC
424
Burney Company
Virginia
$557K +$290K +7,939 +109%
ADBIC
425
A.D. Beadell Investment Counsel
Wisconsin
$556K