PFF icon

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 %
HCA
451
Harbour Capital Advisors
Virginia
$408K -$133K -3,550 -25%
WWM
452
Wagner Wealth Management
South Carolina
$408K -$3K -80 -0.7%
State of Tennessee, Department of Treasury
453
State of Tennessee, Department of Treasury
Tennessee
$406K -$485K -12,900 -54%
Truist Financial
454
Truist Financial
North Carolina
$405K -$704K -18,726 -63%
FWM
455
Frontier Wealth Management
Missouri
$404K +$2.82K +75 +0.7%
PFA
456
Pathway Financial Advisors
Vermont
$403K
CCT
457
Country Club Trust
Missouri
$398K -$2.63M -70,037 -87%
CA
458
Cynosure Advisors
Utah
$396K -$491K -13,081 -55%
MWM
459
Meridian Wealth Management
Kentucky
$395K -$113K -3,012 -22%
PFC
460
Phocas Financial Corp
California
$394K -$399K -10,485 Closed
TFS
461
TrustCore Financial Services
Tennessee
$384K -$33.2K -882 -8%
GP
462
Geneva Partners
Wisconsin
$383K -$1.75M -46,509 -82%
SGAM
463
Steinberg Global Asset Management
Florida
$380K -$6.85M -182,335 -95%
CBN
464
Cadence Bank NA
Texas
$379K -$49.7K -1,325 -12%
BBA
465
BLB&B Advisors
Pennsylvania
$379K -$29.7K -789 -7%
OAM
466
Oppenheimer Asset Management
New York
$377K -$652K -17,379 -63%
ICA
467
Infrastructure Capital Advisors
New York
$376K
PAS
468
Partnervest Advisory Services
California
$374K +$118K +3,157 +46%
WTC
469
WhitTier Trust Company
Nevada
$372K +$30.1K +800 +9%
LFG
470
LifePlan Financial Group
Ohio
$371K -$41.9K -1,114 -10%
BCM
471
BTC Capital Management
Iowa
$370K +$370K +9,833 New
GJIC
472
Gamble Jones Investment Counsel
California
$368K -$62.5K -1,665 -15%
PMFA
473
Plante Moran Financial Advisors
Michigan
$367K +$1.88K +50 +0.5%
PTCG
474
Pring Turner Capital Group
California
$366K +$366K +9,750 New
RWP
475
RWA Wealth Partners
Massachusetts
$362K -$2.27M -60,427 -86%