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iShares Preferred and Income Securities ETF

653 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, 300 increasing their positions, 188 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 33

60% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 188

3% more funds holding

Funds holding: 633653 (+20)

2% more funds holding in top 10

Funds holding in top 10: 4849 (+1)

1% less capital invested

Capital invested by funds: $6.85B → $6.8B (-$44.6M)

0.75% less ownership

Funds ownership: 37.33%36.58% (-0.75%)

95% less call options, than puts

Call options by funds: $2.4M | Put options by funds: $45.5M

Holders
653
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
300
Reduced
188
Closed
33
Calls
$2.4M
Puts
$45.5M
Net Calls
-$43.1M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
476
Peak Capital Management
Colorado
$348K -$746K -19,159 -68%
EAM
477
Evanson Asset Management
California
$348K +$24.7K +633 +8%
WTC
478
WhitTier Trust Company
Nevada
$348K +$26.7K +686 +8%
KWMG
479
King Wealth Management Group
Florida
$340K +$29.7K +762 +10%
WAM
480
Wealthspire Advisors (Maryland)
Maryland
$334K -$7.48K -192 -2%
SS
481
Sunbelt Securities
Texas
$334K +$23.5K +604 +8%
PWAG
482
Polaris Wealth Advisory Group
California
$328K
FA
483
FCG Advisors
New Jersey
$328K +$935 +24 +0.3%
SFG
484
StrategIQ Financial Group
Indiana
$316K -$3.12K -80 -1%
PA
485
Parallel Advisors
California
$314K +$8.3K +213 +3%
BRC
486
Bell Rock Capital
Delaware
$313K +$3.7K +95 +1%
CL
487
CPWM LLC
Washington
$312K +$39 +1 +0%
IFWM
488
Institute for Wealth Management
Colorado
$312K +$70.1K +1,798 +29%
WJA
489
Williams Jones & Associates
New York
$310K
FWM
490
Focused Wealth Management
New York
$310K +$17.9K +459 +6%
TSWM
491
Triangle Securities Wealth Management
North Carolina
$306K -$1.95K -50 -0.6%
JCM
492
Jacobi Capital Management
Pennsylvania
$306K +$22.1K +566 +8%
WPC
493
Waters Parkerson & Co
Louisiana
$299K +$300K +7,700 New
FWM
494
FFT Wealth Management
Pennsylvania
$298K -$1.05M -26,851 -78%
FCAG
495
First Capital Advisors Group
New Jersey
$297K
CFG
496
Citizens Financial Group
Rhode Island
$296K
AMM
497
American Money Management
California
$292K -$11.7K -300 -4%
TIA
498
Tiemann Investment Advisors
California
$292K
HL
499
HeadInvest LLC
Maine
$291K
WP
500
WealthPLAN Partners
Nebraska
$290K +$10.3K +265 +4%