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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.

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 Market Value Shares Shares
Change
Shares
Change %
ECM
26
Evergreen Capital Management
Washington
$45.4M 1,246,304 +40,175 +3%
SAMC
27
Spectrum Asset Management (Connecticut)
Connecticut
$43M 1,179,494 -50,656 -4%
RJA
28
Raymond James & Associates
Florida
$42.2M 1,156,647 -102,171 -8%
EWM
29
Edge Wealth Management
New York
$42M 1,152,656 -4,111 -0.4%
FMLI
30
Fukoku Mutual Life Insurance
Japan
$41.4M 1,135,000
AWM
31
Affinity Wealth Management
Delaware
$39.6M 1,072,742 +1,072,742 New
RJFSA
32
Raymond James Financial Services Advisors
Florida
$35.1M 963,495 +112,540 +13%
WF
33
Welch & Forbes
Massachusetts
$33.5M 918,811 +14,843 +2%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$33.4M 916,033 +54,387 +6%
Mariner
35
Mariner
Kansas
$33M 905,981 +107,429 +13%
HighTower Advisors
36
HighTower Advisors
Illinois
$32.8M 899,865 +13,956 +2%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$30.3M 826,561 -226,964 -22%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$29.2M 800,364 -53,596 -6%
CI
39
Conning Inc
Connecticut
$28.5M 781,359
State of Tennessee, Department of Treasury
40
State of Tennessee, Department of Treasury
Tennessee
$28.3M 777,200 +477,000 +159%
MFM
41
MD Financial Management
Ontario, Canada
$28.2M 773,190 -102,251 -12%
FSC
42
Full Sail Capital
Oklahoma
$27.4M 743,305 +116,778 +19%
IWS
43
Insight Wealth Strategies
California
$27M 739,643 +9,042 +1%
SMFG
44
Sumitomo Mitsui Financial Group
Japan
$25.4M 696,023 +93,440 +16%
EWA
45
Exencial Wealth Advisors
Oklahoma
$23.6M 647,552 +316,448 +96%
SFWA
46
Summit Financial Wealth Advisors
Louisiana
$23.4M 643,681 +11,818 +2%
AAS
47
Avantax Advisory Services
Texas
$23.2M 637,282 +149,998 +31%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$22.7M 621,344 -71,071 -10%
Stifel Financial
49
Stifel Financial
Missouri
$22.7M 621,954 +170,553 +38%
IC
50
Intersect Capital
California
$22.1M 605,333 +46,694 +8%