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iShares Preferred and Income Securities ETF

801 hedge funds and large institutions have $5.53B invested in iShares Preferred and Income Securities ETF in 2020 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 289 increasing their positions, 292 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+13
Holders Change %
+1.65%
% of All Funds
16.46%
Holding in Top 10
48
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20%
% of All Funds
0.99%
New
96
Increased
289
Reduced
292
Closed
74
Calls
$19.3M
Puts
$19.2M
Net Calls
+$76K
Net Calls Change
+$17.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PMG
451
ProVise Management Group
Florida
$595K -$13.9K -400 -2%
IFA
452
Interactive Financial Advisors
Illinois
$591K +$445K +12,838 +305%
Carson Wealth (CWM LLC)
453
Carson Wealth (CWM LLC)
Nebraska
$587K
DCM
454
Delta Capital Management
New Jersey
$586K
MFG
455
Magnus Financial Group
New York
$580K +$4.05K +117 +0.7%
WCM
456
WealthBridge Capital Management
Ohio
$578K +$42.6K +1,230 +8%
LWAC
457
Laurel Wealth Advisors (California)
California
$576K -$122K -3,531 -18%
GFS
458
GYL Financial Synergies
Connecticut
$576K +$1.01K +29 +0.2%
CIBC Private Wealth Group
459
CIBC Private Wealth Group
Georgia
$573K -$1.06M -30,720 -65%
CFG
460
Citizens Financial Group
Rhode Island
$573K -$88.9K -2,566 -13%
CCG
461
Cypress Capital Group
Florida
$572K -$13.9K -400 -2%
PFA
462
Paradigm Financial Advisors
Missouri
$566K +$8.42K +243 +2%
IWP
463
Icon Wealth Partners
Texas
$565K +$565K +16,316 New
FAIM
464
Financial Advocates Investment Management
Washington
$564K +$40.7K +1,080 +8%
SCA
465
Snowden Capital Advisors
New York
$563K -$168K -4,848 -23%
IF
466
Intrua Financial
Texas
$563K +$563K +15,465 New
HH
467
Hilltop Holdings
Texas
$562K -$3.42M -98,970 -86%
SAM
468
SP Asset Management
California
$562K +$8.45K +244 +2%
AOWM
469
Alpha Omega Wealth Management
Virginia
$557K +$6.17K +178 +1%
WCWM
470
Wooster Corthell Wealth Management
Connecticut
$555K -$15.8K -456 -3%
SFG
471
StrategIQ Financial Group
Indiana
$553K +$19.2K +554 +4%
FHC
472
First Heartland Consultants
Missouri
$551K +$1.59K +46 +0.3%
Betterment LLC
473
Betterment LLC
New York
$550K +$550K +15,891 New
CL
474
CPWM LLC
Washington
$547K +$26K +752 +5%
MIM
475
Moseley Investment Management
Florida
$538K +$18.9K +545 +4%