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iShares Preferred and Income Securities ETF

691 hedge funds and large institutions have $4.85B invested in iShares Preferred and Income Securities ETF in 2018 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 168 increasing their positions, 330 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
Holders Change %
0%
% of All Funds
15.42%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
1%
New
111
Increased
168
Reduced
330
Closed
103
Calls
$19M
Puts
$48.3M
Net Calls
-$29.2M
Net Calls Change
+$23.2M
Name Holding Trade Value Shares
Change
Shares
Change %
TF
476
Tompkins Financial
New York
$326K
CBFP
477
Cedar Brook Financial Partners
Ohio
$324K +$324K +9,477 New
PAM
478
Palisade Asset Management
Minnesota
$323K
MWM
479
Meridian Wealth Management
Kentucky
$322K +$1.57K +46 +0.5%
IC
480
Inscription Capital
Texas
$322K +$322K +9,393 New
CIA
481
Capital Investment Advisors
Georgia
$316K +$316K +9,223 New
LWAC
482
Laurel Wealth Advisors (California)
California
$315K -$150K -4,385 -32%
BC
483
Burleson & Co
California
$314K -$3.69M -102,030 -92%
PMFA
484
Plante Moran Financial Advisors
Michigan
$312K +$9.44K +276 +3%
AIC
485
Archer Investment Corporation
Indiana
$309K +$309K +9,040 New
EGA
486
E&G Advisors
Texas
$308K
CA
487
Cumberland Advisors
Florida
$307K +$307K +8,955 New
WCM
488
WealthBridge Capital Management
Ohio
$307K +$307K +8,964 New
CB
489
Chemical Bank
Michigan
$306K -$5.55K -162 -2%
MAU
490
MRA Associates USA
Arizona
$306K +$306K +8,937 New
CL
491
Choreo LLC
Illinois
$301K -$160K -4,678 -35%
GTAM
492
Global Trust Asset Management
Florida
$300K -$69.8K -2,041 -19%
RWA
493
Ropes Wealth Advisors
Massachusetts
$300K +$300K +8,759 New
AB
494
AT Bancorp
Iowa
$298K -$3.75M -109,399 -93%
AWS
495
AJ Wealth Strategies
New York
$298K +$298K +8,705 New
LFG
496
LifePlan Financial Group
Ohio
$293K -$20.6K -600 -7%
FWM
497
Frontier Wealth Management
Missouri
$292K -$99.5K -2,902 -25%
KC
498
Kingfisher Capital
North Carolina
$283K -$9.96K -291 -3%
AFNAS
499
American Financial Network Advisory Services
California
$281K -$116K -3,397 -29%
HW
500
Hancock Whitney
Mississippi
$281K -$46.7K -1,366 -14%