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iShares Preferred and Income Securities ETF

788 hedge funds and large institutions have $5B invested in iShares Preferred and Income Securities ETF in 2020 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 293 increasing their positions, 299 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
-47
Holders Change %
-5.63%
% of All Funds
17.41%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
1.33%
New
98
Increased
293
Reduced
299
Closed
133
Calls
$6.55M
Puts
$23.9M
Net Calls
-$17.4M
Net Calls Change
+$54.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
426
Checchi Capital Advisers
California
$603K +$371K +11,648 +160%
KA
427
Kovack Advisors
Florida
$602K -$399K -12,530 -40%
QFA
428
Quattro Financial Advisors
Texas
$600K -$404K -9,008 -40%
SFS
429
Sowell Financial Services
Arkansas
$599K -$154K -4,828 -20%
BB
430
Bell Bank
North Dakota
$599K -$17.6K -554 -3%
SLA
431
Silver Lake Advisory
Utah
$597K +$597K +18,764 New
WPW
432
Waldron Private Wealth
Pennsylvania
$595K +$4.84K +152 +0.8%
MWM
433
Mattern Wealth Management
Kansas
$594K -$183K -5,747 -24%
OIA
434
Optimum Investment Advisors
Illinois
$592K -$54.1K -1,700 -8%
SC
435
Scotia Capital
Ontario, Canada
$588K +$8.47K +266 +1%
Carson Wealth (CWM LLC)
436
Carson Wealth (CWM LLC)
Nebraska
$587K
EGA
437
E&G Advisors
Texas
$573K -$3.18K -100 -0.6%
GIA
438
Granite Investment Advisors
New Hampshire
$573K +$15.9K +500 +3%
PA
439
Perennial Advisors
New York
$564K -$180K -5,661 -24%
SCM
440
Stonehearth Capital Management
Massachusetts
$563K -$10.8K -340 -2%
RFN
441
RDA Financial Network
Iowa
$560K -$558K -17,525 -50%
PMG
442
ProVise Management Group
Florida
$560K
CIBC World Market
443
CIBC World Market
Ontario, Canada
$559K +$19.4K +610 +4%
TCM
444
Traynor Capital Management
Pennsylvania
$558K -$3.17M -99,564 -85%
SRC
445
Sage Rhino Capital
California
$551K +$18.2K +570 +3%
JWA
446
JFS Wealth Advisors
Pennsylvania
$550K -$39.7K -1,247 -7%
CCG
447
Cypress Capital Group
Florida
$539K -$130K -4,084 -19%
DCM
448
Delta Capital Management
New Jersey
$538K -$8.59K -270 -2%
FNBT
449
FineMark National Bank & Trust
Florida
$536K +$97.8K +3,071 +22%
BWM
450
Benchmark Wealth Management
Connecticut
$534K