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iShares Preferred and Income Securities ETF

691 hedge funds and large institutions have $6.27B invested in iShares Preferred and Income Securities ETF in 2018 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 241 increasing their positions, 268 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
-13
Holders Change %
-1.85%
% of All Funds
15.82%
Holding in Top 10
41
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.58%
% of All Funds
0.94%
New
53
Increased
241
Reduced
268
Closed
62
Calls
$2.07M
Puts
$54.4M
Net Calls
-$52.4M
Net Calls Change
+$3.11M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
551
Murphy Capital Management
New Jersey
$219K +$219K +5,900 New
BSAM
552
Blue Sky Asset Management
Colorado
$217K -$4.28M -115,368 -95%
LIM
553
Leavell Investment Management
Alabama
$217K
TFS
554
TrustCore Financial Services
Tennessee
$217K +$2.78K +75 +1%
NWP
555
Northstar Wealth Partners
Connecticut
$217K +$217K +5,862 New
GG
556
GenWealth Group
New Jersey
$213K
AR
557
Advisory Research
Illinois
$213K
QCIG
558
Quad-Cities Investment Group
Iowa
$212K -$11.7K -315 -5%
DWT
559
Dorsey & Whitney Trust
South Dakota
$211K
FCBT
560
First Citizens Bank & Trust
North Carolina
$211K
HPC
561
Hobart Private Capital
North Carolina
$209K +$209K +5,622 New
EFS
562
Essex Financial Services
Connecticut
$204K +$204K +5,481 New
ST
563
Somerset Trust
Pennsylvania
$202K -$4.6K -124 -2%
FNBOH
564
First National Bank of Hutchinson
Kansas
$202K +$202K +5,449 New
SIA
565
SeaBridge Investment Advisors
New Jersey
$192K
WCM
566
Whitener Capital Management
North Carolina
$189K +$189K +5,110 New
ST
567
Sageworth Trust
Pennsylvania
$186K
WAM
568
Wealthspire Advisors (Maryland)
Maryland
$186K +$296 +8 +0.2%
OSNBOA
569
Old Second National Bank of Aurora
Illinois
$184K
FHA
570
Flagship Harbor Advisors
Massachusetts
$180K +$476 +13 +0.3%
AWM
571
Aevitas Wealth Management
Massachusetts
$178K +$74 +2 +0%
CI
572
CX Institutional
Indiana
$167K
AIM
573
Advantage Investment Management
Iowa
$162K
AIM
574
Anchor Investment Management
South Carolina
$157K
WB
575
Webster Bank
Connecticut
$151K +$3.7K +100 +3%