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iShares Preferred and Income Securities ETF

567 hedge funds and large institutions have $6.12B invested in iShares Preferred and Income Securities ETF in 2016 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 288 increasing their positions, 148 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 148

38% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 39

10% more capital invested

Capital invested by funds: $5.54B → $6.12B (+$578M)

4% more funds holding in top 10

Funds holding in top 10: 5153 (+2)

1% more funds holding

Funds holding: 560567 (+7)

0.03% less ownership

Funds ownership: 34.4%34.37% (-0.03%)

87% less call options, than puts

Call options by funds: $4.32M | Put options by funds: $32.1M

Holders
567
Holders Change
+7
Holders Change %
+1.25%
% of All Funds
15.13%
Holding in Top 10
53
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.92%
% of All Funds
1.41%
New
54
Increased
288
Reduced
148
Closed
39
Calls
$4.32M
Puts
$32.1M
Net Calls
-$27.8M
Net Calls Change
-$8.64M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
551
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K +$18K +450 New
KIG
552
Kessler Investment Group
Indiana
$15K
TFA
553
Transamerica Financial Advisors
Florida
$14K
HI
554
Hudock Inc
Pennsylvania
$12K -$10.3K -257 -45%
PAI
555
Pittenger & Anderson Inc
Nebraska
$12K
LWA
556
Lenox Wealth Advisors
New York
$12K +$160 +4 +1%
CAL
557
Capital Analysts LLC
Pennsylvania
$10.5K +$3.99K +100 +61%
TDC
558
Thompson Davis & Co
Virginia
$10K -$7.66K -192 -43%
CI
559
Clal Insurance
Israel
$5K
FMP
560
Financial Management Professionals
Texas
$4K -$14.5K -363 -76%
LWM
561
Lenox Wealth Management
Ohio
$4K
First Manhattan
562
First Manhattan
New York
$3K
KKAMG
563
Kernodle & Katon Asset Management Group
Arkansas
$3K
LWA
564
Lowe Wealth Advisors
Maryland
$3K
FNB
565
Farmers National Bank
Kentucky
$2.19K +$159K +3,993 +8%
SBL
566
Sargent Bickham Lagudis
Colorado
$40 +$39.9K +1,000 New
Northwestern Mutual Wealth Management
567
Northwestern Mutual Wealth Management
Wisconsin
-$84.7M -2,122,795 Closed
IC
568
Iconiq Capital
California
-$9.89M -247,830 Closed
Schroder Investment Management Group
569
Schroder Investment Management Group
United Kingdom
-$5.88M -147,540 Closed
BB
570
Bell Bank
North Dakota
-$5.53M -138,583 Closed
HFM
571
Hartford Financial Management
Connecticut
-$4.64M -116,281 Closed
WAMC
572
Western Asset Management Company
California
-$3.91M -98,000 Closed
Mirae Asset Global Investments
573
Mirae Asset Global Investments
South Korea
-$2.53M -63,500 Closed
Squarepoint
574
Squarepoint
New York
-$2.41M -60,379 Closed
PWM
575
Perigon Wealth Management
California
-$2M -50,058 Closed