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iShares Preferred and Income Securities ETF

742 hedge funds and large institutions have $5.89B invested in iShares Preferred and Income Securities ETF in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 311 increasing their positions, 226 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
742
Holders Change
+17
Holders Change %
+2.34%
% of All Funds
16.3%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.77%
New
76
Increased
311
Reduced
226
Closed
52
Calls
$2.12M
Puts
$281M
Net Calls
-$279M
Net Calls Change
-$121M
Name Holding Trade Value Shares
Change
Shares
Change %
SRC
451
Sage Rhino Capital
California
$593K +$40.9K +1,090 +7%
Carson Wealth (CWM LLC)
452
Carson Wealth (CWM LLC)
Nebraska
$587K
CANC
453
Culbertson A N & Co
Virginia
$587K +$167K +4,450 +40%
N
454
Natixis
France
$587K +$370K +9,878 +171%
VCWA
455
Vanguard Capital Wealth Advisors
Colorado
$581K +$208K +5,549 +56%
SFG
456
StrategIQ Financial Group
Indiana
$580K +$3.45K +92 +0.6%
FWIA
457
Fort Washington Investment Advisors
Ohio
$575K
CWA
458
Clarus Wealth Advisors
Arizona
$574K +$88.3K +2,350 +18%
ADBIC
459
A.D. Beadell Investment Counsel
Wisconsin
$571K
PFA
460
Paradigm Financial Advisors
Missouri
$568K -$32.9K -876 -5%
KWA
461
KCS Wealth Advisory
California
$567K -$15.6K -416 -3%
MFG
462
Magnus Financial Group
New York
$565K +$25K +667 +5%
CK
463
Cohen Klingenstein
New York
$563K
CL
464
CPWM LLC
Washington
$561K
RJT
465
Raymond James Trust
Florida
$559K -$658K -17,550 -54%
HIS
466
Harvest Investment Services
Illinois
$550K -$5.37K -144 -1%
MFG
467
MidWestOne Financial Group
Iowa
$548K
SCA
468
Sage Capital Advisors
South Dakota
$541K -$52.7K -1,404 -9%
LWAC
469
Laurel Wealth Advisors (California)
California
$534K +$6.46K +172 +1%
DC
470
Davenport & Co
Virginia
$530K -$27.2K -740 -5%
WSTAM
471
Wilbanks Smith & Thomas Asset Management
Virginia
$529K +$58.3K +1,554 +12%
ISL
472
Ingalls & Snyder LLC
New York
$525K -$6.99K -186 -1%
G
473
GenTrust
Florida
$524K
LP
474
LGL Partners
Pennsylvania
$523K -$190K -5,067 -27%
KMWM
475
Keudell/Morrison Wealth Management
Oregon
$522K