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iShares Preferred and Income Securities ETF

711 hedge funds and large institutions have $5.09B invested in iShares Preferred and Income Securities ETF in 2019 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 253 increasing their positions, 264 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
+20
Holders Change %
+2.89%
% of All Funds
15.41%
Holding in Top 10
40
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.11%
% of All Funds
0.87%
New
95
Increased
253
Reduced
264
Closed
63
Calls
$19M
Puts
$340M
Net Calls
-$321M
Net Calls Change
-$292M
Name Holding Trade Value Shares
Change
Shares
Change %
CL
426
CPWM LLC
Washington
$550K +$550K +15,060 New
CK
427
Cohen Klingenstein
New York
$548K +$548K +15,000 New
SIS
428
Sound Income Strategies
Florida
$546K +$81.9K +2,239 +18%
CAL
429
Capital Advisors Ltd
Ohio
$545K +$1.9K +52 +0.3%
FHC
430
First Heartland Consultants
Missouri
$544K +$47.1K +1,290 +9%
NFG
431
Next Financial Group
Texas
$528K -$1.35M -36,920 -72%
NFH
432
NEXT Financial Holdings
Texas
$528K +$528K +14,425 New
ISL
433
Ingalls & Snyder LLC
New York
$518K -$7.31K -200 -1%
FA
434
Fagan Associates
New York
$515K +$515K +14,079 New
AIC
435
Ameritas Investment Company
Nebraska
$515K +$515K +14,085 New
VWA
436
V Wealth Advisors
Kansas
$511K +$511K +13,959 New
Neuberger Berman Group
437
Neuberger Berman Group
New York
$511K +$511K +13,991 New
KMWM
438
Keudell/Morrison Wealth Management
Oregon
$509K +$509K +13,918 New
PA
439
Pinnacle Associates
New York
$505K -$9.87K -270 -2%
CAIMH
440
Central Asset Investments & Management Holdings
Hong Kong
$502K +$502K +13,750 New
DI
441
DFPG Investments
Utah
$500K -$69.2K -1,882 -12%
GSWM
442
Golden State Wealth Management
California
$495K +$495K +13,549 New
WSTAM
443
Wilbanks Smith & Thomas Asset Management
Virginia
$485K -$15.6K -428 -3%
Calamos Advisors
444
Calamos Advisors
Illinois
$485K
MFG
445
Magnus Financial Group
New York
$484K -$88.4K -2,415 -15%
BWP
446
Bernardo Wealth Planning
Pennsylvania
$473K -$50.7K -1,387 -10%
CPIA
447
Cornell Pochily Investment Advisors
New York
$471K -$136K -3,721 -22%
SG
448
Somerset Group
Minnesota
$471K
SFA
449
Sequoia Financial Advisors
Ohio
$465K -$458K -12,531 -50%
SWA
450
SFMG Wealth Advisors
Texas
$464K -$29.8K -816 -6%