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iShares Preferred and Income Securities ETF

725 hedge funds and large institutions have $5.38B invested in iShares Preferred and Income Securities ETF in 2019 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 302 increasing their positions, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
+14
Holders Change %
+1.97%
% of All Funds
15.77%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.74%
New
78
Increased
302
Reduced
233
Closed
49
Calls
$4.57M
Puts
$162M
Net Calls
-$158M
Net Calls Change
+$164M
Name Holding Trade Value Shares
Change
Shares
Change %
EAMA
426
EFG Asset Management (Americas)
Florida
$575K -$19.8K -537 -3%
PCM
427
Prelude Capital Management
New York
$574K +$390K +10,585 +212%
KWA
428
KCS Wealth Advisory
California
$572K -$84.9K -2,304 -13%
SFG
429
StrategIQ Financial Group
Indiana
$566K -$7.55K -205 -1%
FWIA
430
Fort Washington Investment Advisors
Ohio
$564K -$7.37K -200 -1%
ADBIC
431
A.D. Beadell Investment Counsel
Wisconsin
$561K
DC
432
Davenport & Co
Virginia
$558K +$175K +4,750 +46%
FIB
433
First Interstate Bank
Montana
$556K -$14.7K -400 -3%
CK
434
Cohen Klingenstein
New York
$553K
ECM
435
Elgethun Capital Management
South Dakota
$551K -$194K -5,250 -26%
CL
436
CPWM LLC
Washington
$551K -$3.68K -100 -0.7%
HIS
437
Harvest Investment Services
Illinois
$548K +$248K +6,725 +82%
PAS
438
Partnervest Advisory Services
California
$547K -$232K -6,302 -30%
SRC
439
Sage Rhino Capital
California
$542K -$114K -3,104 -17%
MFG
440
MidWestOne Financial Group
Iowa
$538K +$538K +14,612 New
G
441
GenTrust
Florida
$537K +$160K +4,290 +42%
CAL
442
Capital Advisors Ltd
Ohio
$532K -$17.3K -469 -3%
WAP
443
Wealthcare Advisory Partners
Pennsylvania
$531K +$105K +2,845 +25%
MFG
444
Magnus Financial Group
New York
$530K +$42.6K +1,157 +9%
ISL
445
Ingalls & Snyder LLC
New York
$522K
BWA
446
BDO Wealth Advisors
Florida
$519K +$77K +2,089 +17%
LWAC
447
Laurel Wealth Advisors (California)
California
$518K +$178K +4,833 +52%
FA
448
Fagan Associates
New York
$515K -$3.72K -101 -0.7%
KMWM
449
Keudell/Morrison Wealth Management
Oregon
$514K
CCM
450
Contrarian Capital Management
Connecticut
$514K +$514K +13,936 New