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iShares Preferred and Income Securities ETF

704 hedge funds and large institutions have $5.94B invested in iShares Preferred and Income Securities ETF in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 237 increasing their positions, 282 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
16.14%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
1.1%
New
57
Increased
237
Reduced
282
Closed
50
Calls
$4.61M
Puts
$60.1M
Net Calls
-$55.5M
Net Calls Change
-$40.8M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
426
Evermay Wealth Management
Virginia
$487K -$71.4K -1,892 -13%
EWM
427
Endurance Wealth Management
Rhode Island
$486K +$18.9K +500 +4%
NWM
428
Northwest Wealth Management
Iowa
$473K -$198K -5,265 -30%
CPO
429
Cerity Partners OCIO
New York
$472K +$13.7K +362 +3%
BCM
430
Baltimore Capital Management
Maryland
$471K -$15.1K -400 -3%
MWM
431
Meridian Wealth Management
Kentucky
$468K +$70.9K +1,879 +18%
OAM
432
Occidental Asset Management
California
$465K
BIA
433
BHK Investment Advisors
Alabama
$462K -$4.15K -110 -0.9%
FWSM
434
First Wilshire Securities Management
California
$458K
OLA
435
Oliver Luxxe Assets
New Jersey
$457K
WLIM
436
White Lighthouse Investment Management
Massachusetts
$456K -$219K -5,810 -32%
Truist Financial
437
Truist Financial
North Carolina
$443K +$36.5K +968 +9%
SEM
438
Suncoast Equity Management
Florida
$441K +$441K +11,695 New
AIP
439
Almanack Investment Partners
Pennsylvania
$437K -$201K -5,346 -32%
OIA
440
OneDigital Investment Advisors
Kansas
$430K -$9.76K -3,760 -2%
OIM
441
Opus Investment Management
Massachusetts
$426K +$253K +6,699 +146%
SS
442
Sunbelt Securities
Texas
$425K -$37.6K -998 -8%
FWM
443
Frontier Wealth Management
Missouri
$424K +$19K +503 +5%
EAMA
444
EFG Asset Management (Americas)
Florida
$420K +$420K +11,148 New
SFG
445
StrategIQ Financial Group
Indiana
$418K +$108K +2,854 +35%
UF
446
Univest Financial
Pennsylvania
$415K
KP
447
Keel Point
Alabama
$413K -$130K -3,452 -24%
RWP
448
RWA Wealth Partners
Massachusetts
$413K +$49.4K +1,310 +14%
TC
449
Telemus Capital
Michigan
$411K
GTAM
450
Global Trust Asset Management
Florida
$408K +$85.6K +2,269 +27%