PFF icon

iShares Preferred and Income Securities ETF

835 hedge funds and large institutions have $5.99B invested in iShares Preferred and Income Securities ETF in 2019 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 321 increasing their positions, 241 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+93
Holders Change %
+12.53%
% of All Funds
16.49%
Holding in Top 10
48
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+37.14%
% of All Funds
0.95%
New
152
Increased
321
Reduced
241
Closed
48
Calls
$3.38M
Puts
$75.3M
Net Calls
-$71.9M
Net Calls Change
+$207M
Name Holding Trade Value Shares
Change
Shares
Change %
SS
476
Simplicity Solutions
Minnesota
$623K -$470K -12,516 -43%
GIA
477
Gladstone Institutional Advisory
Florida
$622K -$35K -932 -5%
PCM
478
Prelude Capital Management
New York
$622K -$413 -11 -0.1%
MFG
479
Magnus Financial Group
New York
$622K +$56K +1,489 +10%
CSIC
480
Clifford Swan Investment Counsel
California
$620K +$134K +3,576 +28%
EWA
481
EP Wealth Advisors
California
$619K +$215K +5,711 +53%
HKAM
482
Horizon Kinetics Asset Management
New York
$609K -$105K -2,800 -15%
LWAC
483
Laurel Wealth Advisors (California)
California
$608K +$73.5K +1,956 +14%
CFG
484
Citizens Financial Group
Rhode Island
$605K
CWA
485
Clarus Wealth Advisors
Arizona
$602K +$23.7K +626 +4%
GM
486
GeoWealth Management
Illinois
$599K -$104K -2,773 -15%
WI
487
WrapManager Inc
California
$596K -$283K -7,543 -32%
Carson Wealth (CWM LLC)
488
Carson Wealth (CWM LLC)
Nebraska
$587K
FWIA
489
Fort Washington Investment Advisors
Ohio
$585K +$9.4K +250 +2%
UB
490
UMB Bank
Missouri
$583K -$136K -3,610 -19%
PFA
491
Paradigm Financial Advisors
Missouri
$578K +$9.73K +259 +2%
ATC
492
Argent Trust Co
Tennessee
$577K -$123K -3,276 -18%
CK
493
Cohen Klingenstein
New York
$564K
CAL
494
Capital Advisors Ltd
Ohio
$562K -$84.4K -2,246 -13%
SFG
495
StrategIQ Financial Group
Indiana
$562K -$18.7K -497 -3%
CL
496
CPWM LLC
Washington
$562K
G
497
GenTrust
Florida
$560K +$18.8K +500 +3%
SFG
498
SNS Financial Group
Minnesota
$559K -$43.5K -1,157 -7%
ADBIC
499
A.D. Beadell Investment Counsel
Wisconsin
$557K -$15K -400 -3%
IFA
500
Interactive Financial Advisors
Illinois
$555K -$325K -8,646 -37%