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iShares Preferred and Income Securities ETF

725 hedge funds and large institutions have $5.38B invested in iShares Preferred and Income Securities ETF in 2019 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 302 increasing their positions, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
+14
Holders Change %
+1.97%
% of All Funds
15.77%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.74%
New
78
Increased
302
Reduced
233
Closed
49
Calls
$4.57M
Puts
$162M
Net Calls
-$158M
Net Calls Change
+$164M
Name Holding Trade Value Shares
Change
Shares
Change %
GM
476
GeoWealth Management
Illinois
$427K +$427K +11,590 New
GJCM
477
Grand Jean Capital Management
California
$425K
RSWM
478
Robertson Stephens Wealth Management
California
$424K -$32.1K -871 -7%
WLIM
479
White Lighthouse Investment Management
Massachusetts
$424K +$25.8K +700 +6%
WMA
480
Wealth Management Associates
New Jersey
$419K -$7.22K -196 -2%
CPO
481
Cerity Partners OCIO
New York
$419K -$1.44K -39 -0.3%
CANC
482
Culbertson A N & Co
Virginia
$413K
AllianceBernstein
483
AllianceBernstein
Tennessee
$413K +$413K +11,202 New
DI
484
DFPG Investments
Utah
$412K -$88.1K -2,396 -18%
UF
485
Univest Financial
Pennsylvania
$398K
I2I
486
Insight 2811 Inc
Illinois
$396K -$5.58K -151 -1%
TC
487
Telemus Capital
Michigan
$395K -$8.64K -234 -2%
GTAM
488
Global Trust Asset Management
Florida
$384K +$60.8K +1,650 +19%
Truist Financial
489
Truist Financial
North Carolina
$382K -$52.1K -1,415 -12%
MIM
490
Moseley Investment Management
Florida
$379K +$811 +22 +0.2%
SFA
491
Sequoia Financial Advisors
Ohio
$376K -$92.9K -2,522 -20%
SIA
492
Starfire Investment Advisers
Michigan
$376K -$17.5K -476 -4%
TF
493
TimeScale Financial
Massachusetts
$374K +$1.4K +38 +0.4%
IHL
494
Investment House LLC
California
$371K
OAM
495
Oppenheimer Asset Management
New York
$370K +$39.8K +1,081 +12%
WTC
496
WhitTier Trust Company
Nevada
$369K
VCWA
497
Vanguard Capital Wealth Advisors
Colorado
$366K -$344K -9,335 -48%
NWM
498
Northwest Wealth Management
Iowa
$365K -$13.3K -362 -4%
TC
499
Truvestments Capital
Florida
$364K -$22K -597 -6%
CAMG
500
CWA Asset Management Group
Florida
$364K +$364K +9,882 New