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iShares Preferred and Income Securities ETF

567 hedge funds and large institutions have $6.12B invested in iShares Preferred and Income Securities ETF in 2016 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 288 increasing their positions, 148 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 148

38% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 39

10% more capital invested

Capital invested by funds: $5.54B → $6.12B (+$578M)

4% more funds holding in top 10

Funds holding in top 10: 5153 (+2)

1% more funds holding

Funds holding: 560567 (+7)

0.03% less ownership

Funds ownership: 34.4%34.37% (-0.03%)

87% less call options, than puts

Call options by funds: $4.32M | Put options by funds: $32.1M

Holders
567
Holders Change
+7
Holders Change %
+1.25%
% of All Funds
15.13%
Holding in Top 10
53
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.92%
% of All Funds
1.41%
New
54
Increased
288
Reduced
148
Closed
39
Calls
$4.32M
Puts
$32.1M
Net Calls
-$27.8M
Net Calls Change
-$8.64M
Name Holding Trade Value Shares
Change
Change in
Stake
CAS
426
Cue Advisory Services
Arizona
$353K +$7.98K +200 +2%
FG
427
Fiduciary Group
Georgia
$353K +$150K +3,754 +72%
NA
428
Navellier & Associates
Nevada
$352K +$137K +3,434 +63%
WA
429
WBH Advisory
Maryland
$345K +$349K +8,750 New
FA
430
FCG Advisors
New Jersey
$338K -$479 -12 -0.1%
CB
431
Chemical Bank
Michigan
$337K +$16.4K +410 +5%
SEI Investments
432
SEI Investments
Pennsylvania
$333K +$115K +2,874 +52%
AIP
433
Ameritas Investment Partners
Nebraska
$330K +$6.98K +175 +2%
BA
434
Boston Advisors
Massachusetts
$328K +$40.7K +1,020 +14%
FWCM
435
Ferguson Wellman Capital Management
Oregon
$326K +$20K +500 +6%
AT
436
Arden Trust
Delaware
$318K +$321K +8,057 New
WJA
437
Williams Jones & Associates
New York
$316K -$4.75K -119 -1%
BA
438
BKS Advisors
Michigan
$310K +$105K +2,623 +50%
1832 Asset Management
439
1832 Asset Management
Ontario, Canada
$308K +$118K +2,954 +61%
BC
440
Burney Company
Virginia
$303K +$72K +1,805 +31%
WAM
441
Wealthspire Advisors (Maryland)
Maryland
$301K
SC
442
SouthState Corp
Florida
$300K -$26.9K -675 -8%
VNA
443
VNBTrust National Association
Virginia
$300K +$14.9K +374 +5%
1GA
444
1st Global Advisors
Texas
$298K -$26.7K -670 -8%
TIA
445
Tiemann Investment Advisors
California
$297K
AllianceBernstein
446
AllianceBernstein
Tennessee
$294K +$85.7K +2,147 +41%
SFG
447
StrategIQ Financial Group
Indiana
$288K +$24.6K +617 +9%
IP
448
Investment Partners
Ohio
$288K +$291K +7,297 New
BW
449
Bison Wealth
Georgia
$284K -$2.55K -64 -0.9%
TCM
450
Tran Capital Management
California
$281K