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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 %
ACH
26
ArrowMark Colorado Holdings
Colorado
$40.1M +$40.1M +1,070,200 New
FMLI
27
Fukoku Mutual Life Insurance
Japan
$36.1M
AC
28
Athanor Capital
New York
$33.8M +$33.8M +1,060,318 New
State of Tennessee, Department of Treasury
29
State of Tennessee, Department of Treasury
Tennessee
$31.9M +$23.5M +739,000 +283%
BI
30
Bramshill Investments
Florida
$30.9M +$10.7M +334,797 +53%
EWM
31
Edge Wealth Management
New York
$30.5M +$26.9M +848,580 +744%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$29.1M -$1.6M -50,324 -5%
MFM
33
MD Financial Management
Ontario, Canada
$27.9M -$12.2M -383,432 -30%
Goldman Sachs
34
Goldman Sachs
New York
$25.7M -$82.8M -2,599,040 -76%
WF
35
Welch & Forbes
Massachusetts
$25.5M +$3.02M +94,870 +13%
CI
36
Conning Inc
Connecticut
$24.9M
SMFG
37
Sumitomo Mitsui Financial Group
Japan
$24.1M +$944K +29,660 +4%
IWS
38
Insight Wealth Strategies
California
$23.3M +$19M +596,340 +439%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$23.3M +$1.26M +39,644 +6%
SF
40
Synovus Financial
Georgia
$21.6M +$5.5M +172,667 +34%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$21.5M +$1.45M +47,807 +7%
Mariner
42
Mariner
Kansas
$21.5M +$3.85M +120,988 +22%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$21.4M +$2.33M +73,107 +12%
MML Investors Services
44
MML Investors Services
Massachusetts
$20.2M +$836K +26,250 +4%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$19M +$925K +29,059 +5%
SFWA
46
Summit Financial Wealth Advisors
Louisiana
$18.5M +$4.84M +156,388 +35%
AssetMark Inc
47
AssetMark Inc
California
$18.5M -$3.36M -105,474 -15%
IC
48
Intersect Capital
California
$18.3M +$796K +25,009 +5%
AIA
49
Avalon Investment & Advisory
Texas
$18.2M +$10.5M +330,087 +137%
ST
50
Smithfield Trust
Pennsylvania
$17M -$13.5K -425 -0.1%