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iShares Preferred and Income Securities ETF

703 hedge funds and large institutions have $5.77B invested in iShares Preferred and Income Securities ETF in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 237 increasing their positions, 314 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
-13
Holders Change %
-1.82%
% of All Funds
16.13%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
1.08%
New
52
Increased
237
Reduced
314
Closed
59
Calls
$8.72M
Puts
$23.4M
Net Calls
-$14.7M
Net Calls Change
+$38.4M
Name Holding Trade Value Shares
Change
Shares
Change %
TPW
551
Tiller Private Wealth
Pennsylvania
$227K -$4.72M -125,698 -95%
FWP
552
FAS Wealth Partners
Kansas
$227K +$227K +6,031 New
SCA
553
STALEY CAPITAL ADVISERS
Pennsylvania
$225K
GG
554
GenWealth Group
New Jersey
$219K
QCIG
555
Quad-Cities Investment Group
Iowa
$218K +$218K +5,803 New
FIM
556
Fernwood Investment Management
Massachusetts
$217K -$348K -9,252 -62%
AOWM
557
Alpha Omega Wealth Management
Virginia
$217K +$1.73K +46 +0.8%
AR
558
Advisory Research
Illinois
$216K
DWT
559
Dorsey & Whitney Trust
South Dakota
$214K
FCAG
560
First Capital Advisors Group
New Jersey
$213K -$41K -1,091 -16%
PWMAG
561
Pinnacle Wealth Management Advisory Group
New Jersey
$211K -$118K -3,140 -36%
IP
562
Intellectus Partners
California
$209K +$412 +11 +0.2%
ST
563
Somerset Trust
Pennsylvania
$209K +$43.8K +1,167 +26%
LIM
564
Leavell Investment Management
Alabama
$207K
WC
565
Whitney & Co
New York
$205K +$205K +5,465 New
B
566
Brightworth
Georgia
$202K +$202K +5,373 New
WAM
567
Wealthspire Advisors (Maryland)
Maryland
$194K -$84.5K -2,245 -30%
ST
568
Sageworth Trust
Pennsylvania
$188K
OSNBOA
569
Old Second National Bank of Aurora
Illinois
$186K -$3.38K -90 -2%
SIA
570
SeaBridge Investment Advisors
New Jersey
$186K
WAP
571
Wealthcare Advisory Partners
Pennsylvania
$184K -$7.47K -199 -4%
IWM
572
IHT Wealth Management
Illinois
$182K -$12.4K -332 -6%
OIM
573
Opus Investment Management
Massachusetts
$172K +$172K +4,588 New
HWP
574
Hefty Wealth Partners
Indiana
$169K
WB
575
Webster Bank
Connecticut
$169K