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iShares Preferred and Income Securities ETF

742 hedge funds and large institutions have $5.89B invested in iShares Preferred and Income Securities ETF in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 311 increasing their positions, 226 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
742
Holders Change
+17
Holders Change %
+2.34%
% of All Funds
16.3%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.77%
New
76
Increased
311
Reduced
226
Closed
52
Calls
$2.12M
Puts
$281M
Net Calls
-$279M
Net Calls Change
-$121M
Name Holding Trade Value Shares
Change
Shares
Change %
ACP
501
Ashfield Capital Partners
California
$442K +$442K +11,771 New
ST
502
Somerset Trust
Pennsylvania
$435K
ACG
503
Allen Capital Group
Nebraska
$434K +$190K +5,098 +78%
GJCM
504
Grand Jean Capital Management
California
$433K
WMA
505
Wealth Management Associates
New Jersey
$429K +$1.99K +53 +0.5%
RSWM
506
Robertson Stephens Wealth Management
California
$428K -$3.49K -93 -0.8%
CPO
507
Cerity Partners OCIO
New York
$425K -$1.54K -41 -0.4%
BIAS
508
Beacon Investment Advisory Services
New Jersey
$424K -$11.8K -315 -3%
MBTD
509
Mechanics Bank - Trust Department
California
$421K -$5.57M -148,198 -93%
RFA
510
Reilly Financial Advisors
California
$421K +$218K +5,825 +108%
EFS
511
Essex Financial Services
Connecticut
$417K +$127K +3,387 +44%
UF
512
Univest Financial
Pennsylvania
$406K
MMA
513
Miracle Mile Advisors
California
$405K -$1.37M -36,457 -77%
EWA
514
EP Wealth Advisors
California
$404K -$97.7K -2,600 -19%
AW
515
ACG Wealth
Georgia
$402K -$292K -7,800 -42%
TC
516
Telemus Capital
Michigan
$402K
BWP
517
Bernardo Wealth Planning
Pennsylvania
$400K -$86.9K -2,316 -18%
MFW
518
Meristem Family Wealth
Minnesota
$394K +$394K +10,511 New
Truist Financial
519
Truist Financial
North Carolina
$384K -$5.06K -135 -1%
MIM
520
Moseley Investment Management
Florida
$381K -$4.69K -125 -1%
TF
521
TimeScale Financial
Massachusetts
$381K
BHWM
522
Bar Harbor Wealth Management
New Hampshire
$379K +$379K +10,095 New
IHL
523
Investment House LLC
California
$377K
IWC
524
Integrated Wealth Concepts
Massachusetts
$370K -$232K -6,184 -39%
GTAM
525
Global Trust Asset Management
Florida
$370K -$20.9K -557 -5%