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iShares Preferred and Income Securities ETF

716 hedge funds and large institutions have $6.27B invested in iShares Preferred and Income Securities ETF in 2017 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 258 increasing their positions, 242 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+64
Holders Change %
+9.82%
% of All Funds
16.26%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.34%
New
124
Increased
258
Reduced
242
Closed
55
Calls
$10.4M
Puts
$63.5M
Net Calls
-$53.1M
Net Calls Change
-$10M
Name Holding Trade Value Shares
Change
Shares
Change %
ZB
426
Zions Bancorporation
Utah
$598K -$26K -683 -4%
SG
427
Somerset Group
Minnesota
$598K
LS
428
Lattice Strategies
Pennsylvania
$594K -$8.76K -230 -1%
ZIM
429
Zacks Investment Management
Illinois
$590K +$590K +15,508 New
IBOK
430
Independence Bank of Kentucky
Kentucky
$584K +$584K +15,340 New
FIM
431
Fernwood Investment Management
Massachusetts
$572K +$68.5K +1,798 +14%
THWM
432
Taylor Hoffman Wealth Management
Virginia
$570K +$570K +14,985 New
SCA
433
Sage Capital Advisors
South Dakota
$566K -$71.5K -1,880 -11%
WCWM
434
Wooster Corthell Wealth Management
Connecticut
$563K +$128K +3,370 +30%
KP
435
Keel Point
Alabama
$561K -$2.24M -58,688 -80%
AIA
436
Allegis Investment Advisors
Idaho
$556K +$18.7K +492 +3%
FFS
437
Founders Financial Securities
Maryland
$551K -$40.4K -1,060 -7%
EWM
438
Evermay Wealth Management
Virginia
$549K +$549K +14,420 New
HCA
439
Harbour Capital Advisors
Virginia
$548K
BAC
440
Boys Arnold & Co
North Carolina
$538K -$10.6K -278 -2%
SSW
441
Smith Shellnut Wilson
Mississippi
$537K -$11.6K -305 -2%
RG
442
Rathbones Group
United Kingdom
$528K
CWM
443
Cornerstone Wealth Management
Missouri
$528K +$6.39K +166 +1%
CFG
444
Citizens Financial Group
Rhode Island
$524K +$233K +6,125 +80%
LWAC
445
Laurel Wealth Advisors (California)
California
$523K -$12.6K -332 -2%
LA
446
LVW Advisors
New York
$523K +$4.83K +127 +0.9%
MWM
447
Meridian Wealth Management
Kentucky
$518K +$1.45K +38 +0.3%
BOS
448
Bank of Stockton
California
$511K +$253K +6,645 +98%
DCM
449
Delta Capital Management
New Jersey
$504K +$19K +500 +4%
SWA
450
SFMG Wealth Advisors
Texas
$494K -$28.5K -749 -5%