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iShares Preferred and Income Securities ETF

652 hedge funds and large institutions have $6.8B invested in iShares Preferred and Income Securities ETF in 2017 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 299 increasing their positions, 188 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+20
Holders Change %
+3.16%
% of All Funds
16.28%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
1.22%
New
57
Increased
299
Reduced
188
Closed
33
Calls
$2.4M
Puts
$45.5M
Net Calls
-$43.1M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
426
Shamrock Asset Management
Texas
$481K +$230K +5,930 +92%
Citadel Advisors
427
Citadel Advisors
Florida
$479K +$479K +12,334 New
SEI Investments
428
SEI Investments
Pennsylvania
$477K +$244K +6,290 +105%
CANC
429
Culbertson A N & Co
Virginia
$475K +$31.1K +800 +7%
AIP
430
Almanack Investment Partners
Pennsylvania
$471K -$3.45K -89 -0.7%
CPO
431
Cerity Partners OCIO
New York
$470K -$775 -20 -0.2%
SB
432
Simmons Bank
Arkansas
$469K +$469K +12,066 New
FWM
433
Frontier Wealth Management
Missouri
$468K -$43.9K -1,131 -9%
JG
434
Jefferies Group
New York
$463K -$23.5K -605 -5%
BCM
435
Baltimore Capital Management
Maryland
$463K -$11.6K -300 -2%
EAMA
436
EFG Asset Management (Americas)
Florida
$463K +$37.9K +976 +9%
GLA
437
Good Life Advisors
Pennsylvania
$461K +$23.6K +613 +5%
PAG
438
Pinnacle Advisory Group
Maryland
$458K -$39.4K -1,015 -8%
OLA
439
Oliver Luxxe Assets
New Jersey
$457K -$18K -464 -4%
VA
440
Valmark Advisers
Ohio
$455K
MD
441
Money Design
Japan
$455K +$455K +11,713 New
GJIC
442
Gamble Jones Investment Counsel
California
$452K -$29.5K -761 -6%
AC
443
Abbrea Capital
California
$450K
BHB
444
Bank Hapoalim BM
Israel
$445K -$267K
WCWM
445
Wooster Corthell Wealth Management
Connecticut
$443K +$27.8K +716 +7%
CFA
446
Camarda Financial Advisors
Florida
$441K -$97.7K -2,518 -18%
SA
447
Strategic Advisors
New York
$437K +$1.98K +51 +0.5%
SGCA
448
Steel Grove Capital Advisors
Tennessee
$427K -$737 -19 -0.2%
UF
449
Univest Financial
Pennsylvania
$427K
ADBIC
450
A.D. Beadell Investment Counsel
Wisconsin
$427K