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iShares Preferred and Income Securities ETF

703 hedge funds and large institutions have $5.77B invested in iShares Preferred and Income Securities ETF in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 237 increasing their positions, 314 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
-13
Holders Change %
-1.82%
% of All Funds
16.13%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
1.08%
New
52
Increased
237
Reduced
314
Closed
59
Calls
$8.72M
Puts
$23.4M
Net Calls
-$14.7M
Net Calls Change
+$38.4M
Name Holding Trade Value Shares
Change
Shares
Change %
ATC
426
Argent Trust Co
Tennessee
$496K -$464K -12,365 -48%
F
427
F3Logic
Minnesota
$491K +$491K +13,091 New
SNBOSCI
428
Security National Bank of Sioux City Iowa
Iowa
$488K +$18.8K +500 +4%
CCT
429
Capital City Trust
Florida
$487K
BCM
430
Baltimore Capital Management
Maryland
$484K +$35.7K +950 +8%
CC
431
Chicago Capital
Illinois
$476K +$476K +12,670 New
CAM
432
Concorde Asset Management
Michigan
$472K +$3.99K +107 +0.9%
BCWM
433
Blue Chip Wealth Management
Florida
$470K +$470K +12,506 New
JG
434
Jefferies Group
New York
$469K -$447K -11,882 -49%
EWM
435
Endurance Wealth Management
Rhode Island
$465K +$228K +6,075 +96%
BIA
436
BHK Investment Advisors
Alabama
$464K +$464K +12,359 New
OAM
437
Occidental Asset Management
California
$463K -$3M -79,844 -87%
SS
438
Sunbelt Securities
Texas
$461K +$21.6K +574 +5%
WP
439
WealthSource Partners
California
$458K -$191K -5,083 -29%
OLA
440
Oliver Luxxe Assets
New Jersey
$457K +$9.54K +254 +2%
CPO
441
Cerity Partners OCIO
New York
$456K -$23.2K -617 -5%
FWSM
442
First Wilshire Securities Management
California
$456K
CB
443
Chemical Bank
Michigan
$442K -$17.5K -466 -4%
BAC
444
Boys Arnold & Co
North Carolina
$436K -$90.3K -2,422 -17%
AllianceBernstein
445
AllianceBernstein
Tennessee
$430K +$69.9K +1,862 +19%
ACI
446
Alpha Cubed Investments
California
$427K -$224K -5,957 -34%
KWA
447
KCS Wealth Advisory
California
$424K -$199K -5,310 -32%
IWC
448
Integrated Wealth Concepts
Massachusetts
$423K +$27.7K +745 +7%
UF
449
Univest Financial
Pennsylvania
$414K
TC
450
Telemus Capital
Michigan
$409K -$750K -20,000 -65%