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iShares Preferred and Income Securities ETF

835 hedge funds and large institutions have $5.99B invested in iShares Preferred and Income Securities ETF in 2019 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 321 increasing their positions, 241 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+93
Holders Change %
+12.53%
% of All Funds
16.49%
Holding in Top 10
48
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+37.14%
% of All Funds
0.95%
New
152
Increased
321
Reduced
241
Closed
48
Calls
$3.38M
Puts
$75.3M
Net Calls
-$71.9M
Net Calls Change
+$207M
Name Holding Trade Value Shares
Change
Shares
Change %
SW
401
SkyOak Wealth
Michigan
$903K +$903K +24,030 New
FB
402
Fulton Bank
Pennsylvania
$902K
IIA
403
IPG Investment Advisors
California
$889K +$889K +23,650 New
JCM
404
Jacobsen Capital Management
Utah
$889K -$444K -12,063 -33%
SFS
405
Sowell Financial Services
Arkansas
$889K +$45.6K +1,213 +5%
MBT
406
Montecito Bank & Trust
California
$886K +$23.4K +622 +3%
AC
407
Alexandria Capital
Virginia
$881K -$4.78K -127 -0.5%
PA
408
Perennial Advisors
New York
$878K -$152K -4,055 -15%
GEA
409
Glen Eagle Advisors
New Jersey
$876K +$158K +4,196 +22%
ECG
410
Edge Capital Group
Georgia
$867K -$41.4K -1,100 -5%
Neuberger Berman Group
411
Neuberger Berman Group
New York
$866K +$151K +4,010 +21%
NRI
412
NFP Retirement Inc
California
$851K +$851K +22,730 New
QFA
413
Quattro Financial Advisors
Texas
$851K -$905K -23,830 -52%
Manulife (Manufacturers Life Insurance)
414
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$846K +$846K +22,499 New
CHA
415
Carmichael Hill & Associates
Maryland
$839K +$110K +2,933 +15%
DE
416
Day & Ennis
Georgia
$828K +$184K +4,895 +29%
KWMG
417
King Wealth Management Group
Florida
$822K +$94.9K +2,526 +13%
RWP
418
RWA Wealth Partners
Massachusetts
$815K -$730K -19,434 -47%
BCA
419
Bay Colony Advisors
Massachusetts
$809K -$410K -10,778 -34%
HTC
420
Haverford Trust Company
Pennsylvania
$806K +$6.76K +180 +0.8%
TWM
421
Titus Wealth Management
California
$801K +$36.1K +962 +5%
NA
422
Nottingham Advisors
New York
$796K +$30.1K +800 +4%
EFS
423
Essex Financial Services
Connecticut
$790K +$372K +9,907 +89%
CCG
424
Cypress Capital Group
Florida
$789K -$244K -6,496 -24%
AIC
425
Ameritas Investment Company
Nebraska
$787K +$29.3K +779 +4%