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iShares Preferred and Income Securities ETF

813 hedge funds and large institutions have $6.52B invested in iShares Preferred and Income Securities ETF in 2020 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 340 increasing their positions, 265 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
+12
Holders Change %
+1.5%
% of All Funds
16.45%
Holding in Top 10
46
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.17%
% of All Funds
0.93%
New
82
Increased
340
Reduced
265
Closed
60
Calls
$12M
Puts
$31.1M
Net Calls
-$19.1M
Net Calls Change
-$19.2M
Name Holding Trade Value Shares
Change
Shares
Change %
DCM
451
Delta Capital Management
New Jersey
$653K +$36.5K +1,000 +6%
SFG
452
StrategIQ Financial Group
Indiana
$649K +$66.5K +1,824 +11%
CL
453
CPWM LLC
Washington
$646K +$69.8K +1,913 +12%
JWA
454
JFS Wealth Advisors
Pennsylvania
$639K +$1.09K +30 +0.2%
FHC
455
First Horizon Corporation
Tennessee
$637K +$637K +17,480 New
SAM
456
SP Asset Management
California
$636K +$38.5K +1,046 +6%
EWA
457
EP Wealth Advisors
California
$627K +$627K +17,194 New
BWM
458
BerganKDV Wealth Management
Minnesota
$626K +$67.4K +1,849 +12%
PMG
459
ProVise Management Group
Florida
$623K -$3.65K -100 -0.6%
WCM
460
WealthBridge Capital Management
Ohio
$608K
GFS
461
GYL Financial Synergies
Connecticut
$607K +$984 +27 +0.2%
CCG
462
Cypress Capital Group
Florida
$606K +$4.3K +118 +0.7%
RCAG
463
Rehmann Capital Advisory Group
Michigan
$604K -$298K -8,169 -33%
WAG
464
Winthrop Advisory Group
Massachusetts
$598K +$310K +8,548 +108%
CC
465
Claybrook Capital
Massachusetts
$598K +$598K +16,400 New
AOWM
466
Alpha Omega Wealth Management
Virginia
$597K +$11K +303 +2%
GCA
467
Greenwood Capital Associates
South Carolina
$591K +$305K +8,365 +106%
Carson Wealth (CWM LLC)
468
Carson Wealth (CWM LLC)
Nebraska
$587K
HH
469
Hilltop Holdings
Texas
$586K -$6.09K -167 -1%
RVPG
470
Relative Value Partners Group
$581K -$56.5K -1,550 -9%
Betterment LLC
471
Betterment LLC
New York
$580K +$511 +14 +0.1%
HWM
472
Hohimer Wealth Management
Washington
$578K +$10.8K +295 +2%
FHC
473
First Heartland Consultants
Missouri
$577K -$2.44K -67 -0.4%
IWM
474
IHT Wealth Management
Illinois
$577K +$294K +8,056 +104%
Financial Engines Advisors
475
Financial Engines Advisors
California
$568K +$14.5K +398 +3%