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iShares Preferred and Income Securities ETF

742 hedge funds and large institutions have $5.89B invested in iShares Preferred and Income Securities ETF in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 311 increasing their positions, 226 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
742
Holders Change
+17
Holders Change %
+2.34%
% of All Funds
16.3%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.77%
New
76
Increased
311
Reduced
226
Closed
52
Calls
$2.12M
Puts
$281M
Net Calls
-$279M
Net Calls Change
-$121M
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
551
Strategic Wealth Partners
Ohio
$326K +$58.3K +1,813 +22%
NWM
552
Northwest Wealth Management
Iowa
$325K -$47.4K -1,261 -13%
SFM
553
Signet Financial Management
New Jersey
$323K -$34.8K -942 -10%
SCM
554
Schnieders Capital Management
California
$323K +$67.6K +1,800 +26%
LWA
555
Lenox Wealth Advisors
New York
$321K
CWM
556
Concentrum Wealth Management
California
$321K +$1.24K +33 +0.4%
PCM
557
Princeton Capital Management
New Jersey
$319K -$28.7K -765 -8%
PWLP
558
Prio Wealth Limited Partnership
Massachusetts
$319K +$319K +8,506 New
AFP
559
Ausdal Financial Partners
Iowa
$318K +$4.47K +119 +1%
BFA
560
Bragg Financial Advisors
North Carolina
$315K +$315K +8,400 New
SFSIG
561
San Francisco Sentry Investment Group
California
$314K +$150K +4,000 +92%
RMAM
562
Raab & Moskowitz Asset Management
New Jersey
$313K +$313K +8,359 New
FIB
563
First Interstate Bank
Montana
$306K -$261K -6,943 -46%
CFA
564
Carroll Financial Associates
North Carolina
$304K +$20.4K +546 +7%
DI
565
DFPG Investments
Utah
$301K -$115K -3,102 -28%
KPCM
566
Kings Point Capital Management
New York
$301K +$125K +3,326 +71%
CA
567
Cumberland Advisors
Florida
$299K -$37.6K -1,000 -11%
ACI
568
Alpha Cubed Investments
California
$299K +$299K +7,978 New
FA
569
FCG Advisors
New Jersey
$294K +$864 +23 +0.3%
JCM
570
Jacobi Capital Management
Pennsylvania
$294K +$18.9K +503 +7%
VFPI
571
Vantage Financial Partners (Illinois)
Illinois
$291K
MA
572
MONECO Advisors
Connecticut
$290K -$413 -11 -0.1%
AF
573
Affiance Financial
Minnesota
$290K
WI
574
Wintrust Investments
Illinois
$288K -$3.76K -100 -1%
NFG
575
NewFocus Financial Group
Washington
$284K