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iShares Preferred and Income Securities ETF

632 hedge funds and large institutions have $6.31B invested in iShares Preferred and Income Securities ETF in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 252 increasing their positions, 226 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+21
Holders Change %
+3.44%
% of All Funds
15.76%
Holding in Top 10
41
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.89%
% of All Funds
1.02%
New
70
Increased
252
Reduced
226
Closed
36
Calls
$6.42M
Puts
$43.9M
Net Calls
-$37.5M
Net Calls Change
+$2.45M
Name Holding Trade Value Shares
Change
Shares
Change %
DWT
526
Dorsey & Whitney Trust
South Dakota
$220K
KFA
527
Kelleher Financial Advisors
New York
$219K -$309K -8,006 -59%
1CM
528
1492 Capital Management
Wisconsin
$219K
BC
529
Barnett & Company
Tennessee
$217K
RCM
530
RB Capital Management
Nevada
$215K +$215K +5,553 New
LIM
531
Leavell Investment Management
Alabama
$214K +$214K +5,521 New
IWA
532
Intercontinental Wealth Advisors
Texas
$214K +$214K +5,523 New
RC
533
RegentAtlantic Capital
New Jersey
$205K +$205K +5,291 New
ACP
534
Aveo Capital Partners
Colorado
$204K -$1.24M -31,949 -86%
NFG
535
Nations Financial Group
Iowa
$204K +$204K +5,266 New
TWA
536
TCI Wealth Advisors
Arizona
$203K -$54.1K -1,400 -21%
SCM
537
SOL Capital Management
Maryland
$203K +$203K +5,250 New
Chevy Chase Trust
538
Chevy Chase Trust
Maryland
$202K +$202K +5,210 New
BAM
539
Barrett Asset Management
New York
$198K
CFN
540
Cordasco Financial Network
Florida
$197K
OSNBOA
541
Old Second National Bank of Aurora
Illinois
$195K -$10.6K -275 -5%
ST
542
Sageworth Trust
Pennsylvania
$193K
EWM
543
Evercore Wealth Management
New York
$193K
AII
544
AGF Investments Inc
Ontario, Canada
$193K +$193K +4,997 New
SIA
545
SeaBridge Investment Advisors
New Jersey
$192K
MRCM
546
M&R Capital Management
New Jersey
$185K +$116K +3,000 +167%
MCM
547
Manchester Capital Management
Vermont
$182K -$691K -17,854 -79%
AOWM
548
Alpha Omega Wealth Management
Virginia
$182K -$38.7K -1,000 -18%
HWP
549
Hefty Wealth Partners
Indiana
$171K +$1.69K +44 +1%
AA
550
Apriem Advisors
California
$170K -$5.72K -148 -3%