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iShares Preferred and Income Securities ETF

652 hedge funds and large institutions have $6.8B invested in iShares Preferred and Income Securities ETF in 2017 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 299 increasing their positions, 188 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+20
Holders Change %
+3.16%
% of All Funds
16.28%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
1.22%
New
57
Increased
299
Reduced
188
Closed
33
Calls
$2.4M
Puts
$45.5M
Net Calls
-$43.1M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Shares
Change %
EAM
476
Evanson Asset Management
California
$348K +$24.5K +633 +8%
WTC
477
WhitTier Trust Company
Nevada
$348K +$26.6K +686 +8%
KWMG
478
King Wealth Management Group
Florida
$340K +$29.6K +762 +10%
WAM
479
Wealthspire Advisors (Maryland)
Maryland
$334K -$7.45K -192 -2%
SS
480
Sunbelt Securities
Texas
$334K +$23.4K +604 +8%
PWAG
481
Polaris Wealth Advisory Group
California
$328K
FA
482
FCG Advisors
New Jersey
$328K +$930 +24 +0.3%
SFG
483
StrategIQ Financial Group
Indiana
$316K -$3.1K -80 -1%
PA
484
Parallel Advisors
California
$314K +$8.13K +213 +3%
BRC
485
Bell Rock Capital
Delaware
$313K +$3.7K +95 +1%
CL
486
CPWM LLC
Washington
$312K +$39 +1 +0%
IFWM
487
Institute for Wealth Management
Colorado
$312K +$69.8K +1,798 +29%
WJA
488
Williams Jones & Associates
New York
$310K
FWM
489
Focused Wealth Management
New York
$310K +$17.8K +459 +6%
TSWM
490
Triangle Securities Wealth Management
North Carolina
$306K -$1.94K -50 -0.6%
JCM
491
Jacobi Capital Management
Pennsylvania
$306K +$21.7K +566 +8%
WPC
492
Waters Parkerson & Co
Louisiana
$299K +$299K +7,700 New
FWM
493
FFT Wealth Management
Pennsylvania
$298K -$1.04M -26,851 -78%
FCAG
494
First Capital Advisors Group
New Jersey
$297K
CFG
495
Citizens Financial Group
Rhode Island
$296K
AMM
496
American Money Management
California
$292K -$11.6K -300 -4%
TIA
497
Tiemann Investment Advisors
California
$292K
HL
498
HeadInvest LLC
Maine
$291K
WP
499
WealthPLAN Partners
Nebraska
$290K +$10.3K +265 +4%
LWA
500
Lenox Wealth Advisors
New York
$288K +$288K +7,424 New