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iShares Preferred and Income Securities ETF

704 hedge funds and large institutions have $5.94B invested in iShares Preferred and Income Securities ETF in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 237 increasing their positions, 282 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
16.14%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
1.1%
New
57
Increased
237
Reduced
282
Closed
50
Calls
$4.61M
Puts
$60.1M
Net Calls
-$55.5M
Net Calls Change
-$40.8M
Name Holding Trade Value Shares
Change
Shares
Change %
AOWM
551
Alpha Omega Wealth Management
Virginia
$221K +$2.64K +70 +1%
GG
552
GenWealth Group
New Jersey
$220K
LIM
553
Leavell Investment Management
Alabama
$220K +$12.2K +325 +6%
TFS
554
TrustCore Financial Services
Tennessee
$218K -$167K -4,437 -43%
PAG
555
Pinnacle Advisory Group
Maryland
$218K -$48.4K -1,280 -18%
LFS
556
Legacy Financial Strategies
Kansas
$217K +$217K +5,763 New
AR
557
Advisory Research
Illinois
$216K
SWP
558
Strategic Wealth Partners
Ohio
$215K -$52K -1,381 -19%
DWT
559
Dorsey & Whitney Trust
South Dakota
$215K
FCBT
560
First Citizens Bank & Trust
North Carolina
$215K +$215K +5,700 New
LWM
561
Lyons Wealth Management
Florida
$212K -$559K -14,813 -72%
IP
562
Intellectus Partners
California
$211K +$642 +17 +0.3%
ST
563
Somerset Trust
Pennsylvania
$210K
PFP
564
Pinnacle Financial Partners
Tennessee
$209K +$209K +5,540 New
WTB
565
Washington Trust Bank
Washington
$207K -$20.8K -553 -9%
LWA
566
Lenox Wealth Advisors
New York
$204K +$204K +5,400 New
DBRC
567
D.B. Root & Company
Pennsylvania
$204K +$204K +5,422 New
B
568
Brightworth
Georgia
$203K
SIA
569
SeaBridge Investment Advisors
New Jersey
$195K +$7.55K +200 +4%
WAM
570
Wealthspire Advisors (Maryland)
Maryland
$189K -$5.35K -142 -3%
ST
571
Sageworth Trust
Pennsylvania
$189K
OSNBOA
572
Old Second National Bank of Aurora
Illinois
$186K
FHA
573
Flagship Harbor Advisors
Massachusetts
$185K +$185K +4,907 New
AWM
574
Aevitas Wealth Management
Massachusetts
$180K +$69.3K +1,842 +63%
CI
575
CX Institutional
Indiana
$170K +$170K +4,507 New