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iShares Preferred and Income Securities ETF

835 hedge funds and large institutions have $5.99B invested in iShares Preferred and Income Securities ETF in 2019 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 321 increasing their positions, 241 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+93
Holders Change %
+12.53%
% of All Funds
16.49%
Holding in Top 10
48
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+37.14%
% of All Funds
0.95%
New
152
Increased
321
Reduced
241
Closed
48
Calls
$3.38M
Puts
$75.3M
Net Calls
-$71.9M
Net Calls Change
+$207M
Name Holding Trade Value Shares
Change
Shares
Change %
CRWM
451
Castle Rock Wealth Management
California
$691K +$350K +9,123 +102%
WCG
452
Weaver Consulting Group
California
$686K
SC
453
Scotia Capital
Ontario, Canada
$684K -$6.01K -160 -0.9%
SIC
454
Samalin Investment Counsel
New York
$682K +$682K +18,146 New
EGA
455
E&G Advisors
Texas
$680K +$330K +8,771 +94%
SMC
456
Smith, Moore & Co
Missouri
$679K -$223K -5,927 -25%
SCM
457
Stonehearth Capital Management
Massachusetts
$677K
KFP
458
KMG Fiduciary Partners
Ohio
$669K -$586K -15,589 -47%
SNBOSCI
459
Security National Bank of Sioux City Iowa
Iowa
$666K
TWA
460
TCI Wealth Advisors
Arizona
$665K -$79.7K -2,120 -11%
BHWM
461
Bar Harbor Wealth Management
New Hampshire
$665K +$285K +7,590 +75%
PMG
462
ProVise Management Group
Florida
$661K -$11.1K -296 -2%
GIA
463
Granite Investment Advisors
New Hampshire
$658K +$150K +4,000 +30%
IA
464
IFG Advisory
Georgia
$657K +$338 +9 +0.1%
FAIM
465
Financial Advocates Investment Management
Washington
$653K -$27.8K -741 -4%
DCM
466
Delta Capital Management
New Jersey
$646K +$7.52K +200 +1%
GP
467
Girard Partners
Pennsylvania
$642K +$9.99K +266 +2%
CIBC World Market
468
CIBC World Market
Ontario, Canada
$637K +$16.9K +449 +3%
CT
469
Coastline Trust
Rhode Island
$635K -$939 -25 -0.1%
SRC
470
Sage Rhino Capital
California
$635K +$35.4K +932 +6%
GFS
471
GYL Financial Synergies
Connecticut
$630K -$97.9K -2,605 -13%
BWM
472
Benchmark Wealth Management
Connecticut
$630K +$630K +16,772 New
CSA
473
Cottage Street Advisors
Massachusetts
$628K +$18.6K +495 +3%
RG
474
Rathbones Group
United Kingdom
$625K
ECM
475
Elgethun Capital Management
South Dakota
$625K