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iShares Preferred and Income Securities ETF

742 hedge funds and large institutions have $5.89B invested in iShares Preferred and Income Securities ETF in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 311 increasing their positions, 226 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
742
Holders Change
+17
Holders Change %
+2.34%
% of All Funds
16.3%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.77%
New
76
Increased
311
Reduced
226
Closed
52
Calls
$2.12M
Puts
$281M
Net Calls
-$279M
Net Calls Change
-$121M
Name Holding Trade Value Shares
Change
Shares
Change %
GFS
401
GYL Financial Synergies
Connecticut
$727K -$21.6K -576 -3%
CW
402
CreativeOne Wealth
Kansas
$727K +$77.8K +2,072 +12%
KWMG
403
King Wealth Management Group
Florida
$726K +$1.46K +39 +0.2%
PWP
404
Personal Wealth Partners
Minnesota
$725K
JWA
405
JFS Wealth Advisors
Pennsylvania
$725K +$1.01K +27 +0.1%
GEA
406
Glen Eagle Advisors
New Jersey
$717K +$6.27K +167 +0.9%
VWA
407
V Wealth Advisors
Kansas
$716K +$127K +3,381 +22%
Neuberger Berman Group
408
Neuberger Berman Group
New York
$714K +$30.3K +807 +4%
HKAM
409
Horizon Kinetics Asset Management
New York
$713K -$590K -15,704 -45%
AAIM
410
Asset Advisors Investment Management
Georgia
$713K +$379K +10,100 +113%
Lido Advisors
411
Lido Advisors
California
$712K -$282K -7,511 -28%
RVPG
412
Relative Value Partners Group
$709K
BB
413
Bell Bank
North Dakota
$706K
GWA
414
Guidant Wealth Advisors
Illinois
$704K -$2.64M -70,195 -79%
CA
415
Crewe Advisors
Utah
$703K -$16.4K -437 -2%
GM
416
GeoWealth Management
Illinois
$703K +$268K +7,128 +62%
ATC
417
Argent Trust Co
Tennessee
$699K +$43.4K +1,157 +7%
AWM
418
Affinity Wealth Management
Delaware
$698K -$14.3K -380 -2%
WPW
419
Waldron Private Wealth
Pennsylvania
$695K -$52.5K -1,400 -7%
SC
420
Scotia Capital
Ontario, Canada
$689K -$506K -13,491 -42%
Comerica Bank
421
Comerica Bank
Texas
$687K -$183K -4,852 -21%
WCG
422
Weaver Consulting Group
California
$683K
FAIM
423
Financial Advocates Investment Management
Washington
$680K +$7.17K +191 +1%
WP
424
WealthShield Partners
North Carolina
$679K +$35.6K +950 +6%
SCM
425
Stonehearth Capital Management
Massachusetts
$676K