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iShares Preferred and Income Securities ETF

611 hedge funds and large institutions have $5.91B invested in iShares Preferred and Income Securities ETF in 2016 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 200 increasing their positions, 229 reducing their positions, and 65 closing their positions.

Holders
611
Holders Change
+44
Holders Change %
+7.76%
% of All Funds
15.3%
Holding in Top 10
45
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.09%
% of All Funds
1.13%
New
116
Increased
200
Reduced
229
Closed
65
Calls
$7.76M
Puts
$47.7M
Net Calls
-$40M
Net Calls Change
-$12.1M
Name Market Value Shares Shares
Change
Shares
Change %
CFN
526
Cordasco Financial Network
Florida
$190K 5,100
BAM
527
Barrett Asset Management
New York
$190K 5,107 +1,057 +26%
ST
528
Sageworth Trust
Pennsylvania
$186K 5,000
EWM
529
Evercore Wealth Management
New York
$186K 5,000
SIA
530
SeaBridge Investment Advisors
New Jersey
$185K 4,965 -360 -7%
BIG
531
Bellwether Investment Group
Tennessee
$176K 4,737 +4,737 New
AA
532
Apriem Advisors
California
$169K 4,548 -252 -5%
JCM
533
Jacobi Capital Management
Pennsylvania
$169K 4,436 +79 +2%
HWP
534
Hefty Wealth Partners
Indiana
$163K 4,398 +84 +2%
WAS
535
WESPAC Advisors SoCal
California
$155K 4,175 -825 -17%
AAP
536
Arax Advisory Partners
Colorado
$155K 4,175 +4,175 New
SIG
537
Stanford Investment Group
California
$151K 4,045 -8,364 -67%
CFD
538
Creative Financial Designs
Indiana
$151K 4,064 +4,064 New
KF
539
Krilogy Financial
Missouri
$146K 3,925 +308 +9%
AIM
540
Advantage Investment Management
Iowa
$146K 3,923 +751 +24%
GI
541
Gradient Investments
Minnesota
$125K 3,357 +98 +3%
DBT
542
Dubuque Bank & Trust
Iowa
$124K 3,328 +662 +25%
LWM
543
LBA Wealth Management
Florida
$123K 3,301 -580 -15%
DOA
544
D'Orazio & Associates
Virginia
$122K 3,268 -509 -13%
SEI Investments
545
SEI Investments
Pennsylvania
$121K 3,272 -5,152 -61%
VIA
546
Vantage Investment Advisors
Pennsylvania
$121K 3,254 -54 -2%
CGT
547
Capital Guardian Trust
California
$119K 3,000 +3,000 New
JG
548
Jefferies Group
New York
$118K 3,159 +3,159 New
SSB
549
Sandy Spring Bank
Maryland
$113K 3,031 -508 -14%
LNB
550
Ledyard National Bank
$112K 3,000