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iShares Preferred and Income Securities ETF

632 hedge funds and large institutions have $6.85B invested in iShares Preferred and Income Securities ETF in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 282 increasing their positions, 205 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
Holders Change %
0%
% of All Funds
15.78%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
1.2%
New
48
Increased
282
Reduced
205
Closed
39
Calls
$3M
Puts
$26M
Net Calls
-$23M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Shares
Change %
OLA
426
Oliver Luxxe Assets
New Jersey
$479K -$7.79K -199 -2%
BCM
427
Baltimore Capital Management
Maryland
$479K
AIP
428
Almanack Investment Partners
Pennsylvania
$479K +$144K +3,672 +43%
CPO
429
Cerity Partners OCIO
New York
$475K -$17.6K -449 -4%
FIM
430
Fernwood Investment Management
Massachusetts
$473K +$473K +12,064 New
VA
431
Valmark Advisers
Ohio
$459K
WTB
432
Washington Trust Bank
Washington
$456K -$26.1K -666 -5%
AC
433
Abbrea Capital
California
$454K -$5.09K -130 -1%
CWM
434
Cornerstone Wealth Management
Missouri
$454K +$57K +1,436 +14%
DCM
435
Delta Capital Management
New Jersey
$451K -$11.8K -300 -3%
CANC
436
Culbertson A N & Co
Virginia
$448K -$24.3K -620 -5%
GLA
437
Good Life Advisors
Pennsylvania
$443K -$4.79K -123 -1%
SA
438
Strategic Advisors
New York
$439K +$33.6K +857 +8%
First Manhattan
439
First Manhattan
New York
$434K +$434K +11,105 New
SGCA
440
Steel Grove Capital Advisors
Tennessee
$432K -$74.5K -1,902 -15%
UF
441
Univest Financial
Pennsylvania
$431K
ADBIC
442
A.D. Beadell Investment Counsel
Wisconsin
$431K
EAMA
443
EFG Asset Management (Americas)
Florida
$429K -$149K -3,804 -26%
WCWM
444
Wooster Corthell Wealth Management
Connecticut
$419K -$11.2K -287 -3%
FNBOO
445
First National Bank of Omaha
Nebraska
$418K -$105K -2,682 -20%
BBA
446
BLB&B Advisors
Pennsylvania
$418K -$68.5K -1,750 -14%
BIAS
447
Beacon Investment Advisory Services
New Jersey
$406K
Carson Wealth (CWM LLC)
448
Carson Wealth (CWM LLC)
Nebraska
$400K -$57.2K -1,462 -13%
IHL
449
Investment House LLC
California
$398K -$43.7K -1,115 -10%
IFAM
450
Institutional & Family Asset Management
Colorado
$398K -$15.7K -400 -4%