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iShares Preferred and Income Securities ETF

653 hedge funds and large institutions have $6.8B invested in iShares Preferred and Income Securities ETF in 2017 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 300 increasing their positions, 188 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 33

60% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 188

3% more funds holding

Funds holding: 633653 (+20)

2% more funds holding in top 10

Funds holding in top 10: 4849 (+1)

1% less capital invested

Capital invested by funds: $6.85B → $6.8B (-$44.6M)

0.75% less ownership

Funds ownership: 37.33%36.58% (-0.75%)

95% less call options, than puts

Call options by funds: $2.4M | Put options by funds: $45.5M

Holders
653
Holders Change
+20
Holders Change %
+3.16%
% of All Funds
16.28%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
1.22%
New
57
Increased
300
Reduced
188
Closed
33
Calls
$2.4M
Puts
$45.5M
Net Calls
-$43.1M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
526
Moneta Group Investment Advisors
Missouri
$245K +$11.7K +300 +5%
EWM
527
Endurance Wealth Management
Rhode Island
$244K
DWM
528
Darwin Wealth Management
Florida
$241K -$9.66K -248 -4%
RFA
529
Reilly Financial Advisors
California
$239K -$7.13K -183 -3%
BAM
530
Barrett Asset Management
New York
$237K +$42.9K +1,100 +22%
CA
531
Clearstead Advisors
Ohio
$236K -$133K -3,421 -36%
SCA
532
STALEY CAPITAL ADVISERS
Pennsylvania
$233K -$395K -10,150 -63%
IIC
533
Ironwood Investment Counsel
Arizona
$233K -$75.5K -1,939 -24%
SLF
534
Sun Life Financial
Ontario, Canada
$233K
IP
535
Intellectus Partners
California
$233K +$20K +514 +9%
BA
536
Boston Advisors
Massachusetts
$233K +$233K +5,993 New
HF
537
HRT Financial
New York
$232K +$233K +5,991 New
BCA
538
Benchmark Capital Advisors
New York
$229K -$5.84K -150 -2%
BMCM
539
Bryn Mawr Capital Management
Pennsylvania
$226K +$227K +5,821 New
CAMG
540
CWA Asset Management Group
Florida
$223K +$224K +5,748 New
DWT
541
Dorsey & Whitney Trust
South Dakota
$221K
FHA
542
Flagship Harbor Advisors
Massachusetts
$220K +$225K +5,772 New
CAG
543
Csenge Advisory Group
Florida
$215K +$216K +5,534 New
IWA
544
Intercontinental Wealth Advisors
Texas
$214K
LIM
545
Leavell Investment Management
Alabama
$214K
MPI
546
Mairs & Power Inc
Minnesota
$213K +$214K +5,500 New
HWP
547
Hefty Wealth Partners
Indiana
$208K -$4.17K -107 -2%
AL
548
Aspiriant LLC
California
$204K -$27.7K -710 -12%
SCM
549
SOL Capital Management
Maryland
$204K
SM
550
Sciencast Management
New Jersey
$203K +$207K +5,320 New