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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 %
ECM
451
Elgethun Capital Management
South Dakota
$532K +$3.19K +100 +0.6%
GWM
452
Greenwich Wealth Management
Connecticut
$531K -$117K -3,688 -18%
MFG
453
Magnus Financial Group
New York
$530K +$2.96K +93 +0.6%
GFS
454
GYL Financial Synergies
Connecticut
$529K -$5K -157 -0.9%
CSA
455
Cottage Street Advisors
Massachusetts
$528K -$475 -15 -0.1%
RG
456
Rathbones Group
United Kingdom
$525K -$5.19K -163 -1%
WCWM
457
Wooster Corthell Wealth Management
Connecticut
$525K +$525K +16,475 New
CT
458
Coastline Trust
Rhode Island
$524K -$13.8K -435 -3%
ATC
459
Argent Trust Co
Tennessee
$522K +$33.4K +1,049 +7%
ACI
460
Alpha Cubed Investments
California
$514K -$1.01M -31,725 -66%
PFA
461
Paradigm Financial Advisors
Missouri
$512K +$22.3K +702 +5%
CANC
462
Culbertson A N & Co
Virginia
$512K +$50.3K +1,580 +11%
SAM
463
SP Asset Management
California
$509K +$509K +15,981 New
NF
464
Nikulski Financial
Iowa
$506K -$256K -8,043 -34%
BCA
465
Bay Colony Advisors
Massachusetts
$506K -$170K -5,345 -25%
TWA
466
TCI Wealth Advisors
Arizona
$506K -$57K -1,790 -10%
AOWM
467
Alpha Omega Wealth Management
Virginia
$506K +$506K +15,905 New
FHC
468
First Heartland Consultants
Missouri
$505K -$133K -4,169 -21%
RJT
469
Raymond James Trust
Florida
$492K +$29.4K +924 +6%
WCM
470
WealthBridge Capital Management
Ohio
$492K +$67.6K +2,121 +16%
FWIA
471
Fort Washington Investment Advisors
Ohio
$491K -$4.33K -136 -0.9%
SFG
472
StrategIQ Financial Group
Indiana
$491K +$14.8K +465 +3%
CWA
473
Clarus Wealth Advisors
Arizona
$488K +$10.1K +335 +2%
FB
474
Fulton Bank
Pennsylvania
$481K -$283K -8,885 -37%
UB
475
UMB Bank
Missouri
$480K -$14.3K -450 -3%