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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 %
GIA
451
Gladstone Institutional Advisory
Florida
$460K +$194K +5,307 +73%
RSWM
452
Robertson Stephens Wealth Management
California
$452K +$165K +4,525 +58%
BIA
453
BHK Investment Advisors
Alabama
$447K -$49.9K -1,365 -10%
EWM
454
Endurance Wealth Management
Rhode Island
$444K -$38.4K -1,050 -8%
FWSM
455
First Wilshire Securities Management
California
$444K
NSB
456
Norway Savings Bank
Maine
$442K +$76.6K +2,095 +21%
BWA
457
BDO Wealth Advisors
Florida
$439K +$311K +8,500 +243%
KFC
458
Klingenstein Fields & Co
New York
$437K -$549K -15,000 -56%
CSIC
459
Clifford Swan Investment Counsel
California
$436K -$288K -7,880 -40%
BA
460
BKS Advisors
Michigan
$435K -$73.2K -2,000 -14%
Truist Financial
461
Truist Financial
North Carolina
$432K -$26K -709 -6%
FNBT
462
FineMark National Bank & Trust
Florida
$428K -$100K -2,742 -19%
SEM
463
Suncoast Equity Management
Florida
$427K
BIAS
464
Beacon Investment Advisory Services
New Jersey
$426K -$1.1M -30,146 -72%
WMA
465
Wealth Management Associates
New Jersey
$423K +$110 +3 +0%
WAP
466
Wealthcare Advisory Partners
Pennsylvania
$423K +$146K +4,005 +53%
GJCM
467
Grand Jean Capital Management
California
$422K
ST
468
Somerset Trust
Pennsylvania
$419K +$14.2K +390 +4%
CPO
469
Cerity Partners OCIO
New York
$417K +$110 +3 +0%
SFM
470
Signet Financial Management
New Jersey
$416K -$102K -2,789 -20%
ACP
471
Ashfield Capital Partners
California
$416K +$9.15K +250 +2%
IWM
472
IHT Wealth Management
Illinois
$414K +$194K +5,292 +88%
CANC
473
Culbertson A N & Co
Virginia
$409K +$18.3K +500 +5%
TC
474
Telemus Capital
Michigan
$400K -$7.32K -200 -2%
I2I
475
Insight 2811 Inc
Illinois
$397K -$69K -1,889 -15%