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iShares Preferred and Income Securities ETF

835 hedge funds and large institutions have $5.99B invested in iShares Preferred and Income Securities ETF in 2019 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 321 increasing their positions, 241 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+93
Holders Change %
+12.53%
% of All Funds
16.49%
Holding in Top 10
48
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+37.14%
% of All Funds
0.95%
New
152
Increased
321
Reduced
241
Closed
48
Calls
$3.38M
Puts
$75.3M
Net Calls
-$71.9M
Net Calls Change
+$207M
Name Holding Trade Value Shares
Change
Shares
Change %
SMH
526
Sanders Morris Harris
Texas
$484K
SWM
527
Sanctuary Wealth Management
Idaho
$484K
GA
528
GFS Advisors
Texas
$483K +$483K +12,855 New
MFG
529
MidWestOne Financial Group
Iowa
$481K -$67.4K -1,796 -12%
SWA
530
SFMG Wealth Advisors
Texas
$477K +$38 +1 +0%
ACG
531
Allen Capital Group
Nebraska
$475K +$37K +985 +8%
HWM
532
Hohimer Wealth Management
Washington
$473K +$473K +12,582 New
CAM
533
Concorde Asset Management
Michigan
$471K -$185K -4,912 -28%
WSTAM
534
Wilbanks Smith & Thomas Asset Management
Virginia
$464K -$66.6K -1,770 -13%
PWM
535
PBMares Wealth Management
Virginia
$464K +$464K +12,333 New
WTC
536
WhitTier Trust Company
Nevada
$460K
GAM
537
Grandview Asset Management
Pennsylvania
$455K -$72.9K -1,928 -14%
UF
538
Univest Financial
Pennsylvania
$455K +$52.5K +1,410 +13%
OCPWS
539
One Charles Private Wealth Services
Massachusetts
$454K +$454K +12,071 New
AWA
540
Arete Wealth Advisors
Illinois
$452K -$223K -5,910 -33%
ST
541
Somerset Trust
Pennsylvania
$451K +$15.3K +408 +4%
PCWA
542
Pacific Capital Wealth Advisors
California
$448K +$448K +11,921 New
KFC
543
Klingenstein Fields & Co
New York
$447K
FWSM
544
First Wilshire Securities Management
California
$445K
CIAS
545
Capital Investment Advisory Services
North Carolina
$443K -$303K -8,054 -41%
LP
546
LGL Partners
Pennsylvania
$437K -$87.1K -2,316 -17%
GJCM
547
Grand Jean Capital Management
California
$434K
LWA
548
Lenox Wealth Advisors
New York
$434K +$113K +3,000 +35%
CPO
549
Cerity Partners OCIO
New York
$430K -$1.72K -45 -0.4%
WMA
550
Wealth Management Associates
New Jersey
$430K +$188 +5 +0%