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iShares Preferred and Income Securities ETF

703 hedge funds and large institutions have $5.77B invested in iShares Preferred and Income Securities ETF in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 237 increasing their positions, 314 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
-13
Holders Change %
-1.82%
% of All Funds
16.13%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
1.08%
New
52
Increased
237
Reduced
314
Closed
59
Calls
$8.72M
Puts
$23.4M
Net Calls
-$14.7M
Net Calls Change
+$38.4M
Name Holding Trade Value Shares
Change
Shares
Change %
AA
501
Advisory Alpha
Michigan
$313K -$1.34M -35,899 -81%
OC
502
Oakworth Capital
Alabama
$313K -$148K -3,971 -32%
BRC
503
Bell Rock Capital
Delaware
$312K +$6.67K +177 +2%
FA
504
FCG Advisors
New Jersey
$310K -$9.36K -249 -3%
PCM
505
Princeton Capital Management
New Jersey
$310K
SFG
506
StrategIQ Financial Group
Indiana
$309K +$17.2K +457 +6%
CWA
507
Clarus Wealth Advisors
Arizona
$299K +$8.53K +227 +3%
VFPI
508
Vantage Financial Partners (Illinois)
Illinois
$291K -$63.8K -1,700 -18%
FWCM
509
Ferguson Wellman Capital Management
Oregon
$288K
FWM
510
Focused Wealth Management
New York
$286K +$12.3K +328 +5%
WIM
511
Westside Investment Management
California
$285K +$30.1K +807 +12%
HL
512
HeadInvest LLC
Maine
$284K
DWM
513
Destination Wealth Management
California
$283K -$5.46M -100,203 -95%
TIA
514
Tiemann Investment Advisors
California
$283K
1CM
515
1492 Capital Management
Wisconsin
$281K
MAP
516
Milestone Advisory Partners
North Carolina
$278K +$278K +7,400 New
KPCM
517
Kings Point Capital Management
New York
$275K +$2.4K +64 +0.9%
NFG
518
NewFocus Financial Group
Washington
$272K +$25K +666 +10%
SWP
519
Strategic Wealth Partners
Ohio
$267K -$625K -16,616 -70%
PA
520
Parallel Advisors
California
$267K -$40.5K -1,077 -13%
TCM
521
Tran Capital Management
California
$267K
NSB
522
Norway Savings Bank
Maine
$267K +$61.8K +1,645 +30%
PAG
523
Pinnacle Advisory Group
Maryland
$265K -$143K -3,816 -35%
MSAM
524
Moloney Securities Asset Management
Missouri
$263K -$22.8K -608 -8%
CIC
525
Carnegie Investment Counsel
Ohio
$263K