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iShares Preferred and Income Securities ETF

632 hedge funds and large institutions have $6.31B invested in iShares Preferred and Income Securities ETF in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 252 increasing their positions, 226 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+21
Holders Change %
+3.44%
% of All Funds
15.76%
Holding in Top 10
41
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.89%
% of All Funds
1.02%
New
70
Increased
252
Reduced
226
Closed
36
Calls
$6.42M
Puts
$43.9M
Net Calls
-$37.5M
Net Calls Change
+$2.45M
Name Holding Trade Value Shares
Change
Shares
Change %
GLA
426
Good Life Advisors
Pennsylvania
$446K +$132K +3,401 +42%
IHL
427
Investment House LLC
California
$436K -$24.9K -645 -5%
MWAC
428
Mariner Wealth Advisors (Cincinnati)
Ohio
$430K -$29.9K -773 -7%
SNBOSCI
429
Security National Bank of Sioux City Iowa
Iowa
$430K +$26.1K +675 +6%
SAMC
430
Spectrum Asset Management (Connecticut)
Connecticut
$426K -$17.8M -461,300 -98%
UF
431
Univest Financial
Pennsylvania
$426K -$46.8K -1,210 -10%
ADBIC
432
A.D. Beadell Investment Counsel
Wisconsin
$426K
SSW
433
Smith Shellnut Wilson
Mississippi
$426K +$30.4K +786 +8%
WCWM
434
Wooster Corthell Wealth Management
Connecticut
$425K +$425K +10,993 New
PMFA
435
Plante Moran Financial Advisors
Michigan
$424K +$46.9K +1,211 +12%
BWP
436
Baldwin Wealth Partners
Massachusetts
$418K -$58.1K -1,500 -12%
PAG
437
Pinnacle Advisory Group
Maryland
$414K -$70.4K -1,821 -15%
LAM
438
Lebenthal Asset Management
New York
$414K +$414K +10,700 New
IFAM
439
Institutional & Family Asset Management
Colorado
$408K -$25.1K -648 -6%
SS
440
Simplicity Solutions
Minnesota
$405K +$42.1K +1,087 +12%
BIAS
441
Beacon Investment Advisory Services
New Jersey
$401K +$191K +4,943 +91%
SA
442
Strategic Advisors
New York
$400K -$25.1K -650 -6%
CSIA
443
Charles Schwab Investment Advisory
California
$396K +$107K +2,768 +37%
CWM
444
Cornerstone Wealth Management
Missouri
$395K -$15.8K -401 -4%
KC
445
Kingfisher Capital
North Carolina
$393K -$1.72M -44,544 -81%
CWM
446
Catamount Wealth Management
Connecticut
$391K -$259K -6,700 -40%
NSIM
447
North Star Investment Management
Illinois
$388K -$37.9K -979 -9%
ICA
448
Infrastructure Capital Advisors
New York
$388K +$581 +15 +0.2%
CL
449
Choreo LLC
Illinois
$386K -$56.9K -1,468 -13%
NFP
450
Narus Financial Partners
Utah
$383K -$20.2K -523 -5%