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iShares Preferred and Income Securities ETF

788 hedge funds and large institutions have $5B invested in iShares Preferred and Income Securities ETF in 2020 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 293 increasing their positions, 299 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
-47
Holders Change %
-5.63%
% of All Funds
17.41%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
1.33%
New
98
Increased
293
Reduced
299
Closed
133
Calls
$6.55M
Puts
$23.9M
Net Calls
-$17.4M
Net Calls Change
+$54.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FAT
551
First American Trust
California
$334K +$110K +3,464 +49%
MA
552
MONECO Advisors
Connecticut
$333K -$20.1K -632 -6%
MMA
553
Miracle Mile Advisors
California
$331K -$12.7K -400 -4%
BTW
554
Boston Trust Walden
Massachusetts
$328K +$328K +10,301 New
CBN
555
Cadence Bank NA
Texas
$323K
IC
556
IEQ Capital
California
$323K +$287 +9 +0.1%
BAC
557
Boys Arnold & Co
North Carolina
$323K +$12.6K +395 +4%
RFWA
558
RPg Family Wealth Advisory
Massachusetts
$321K -$789K -24,776 -71%
CRWM
559
Castle Rock Wealth Management
California
$320K -$286K -8,510 -47%
IHL
560
Investment House LLC
California
$318K
CB
561
Community Bank
New York
$317K +$63.8K +1,999 +25%
WI
562
WrapManager Inc
California
$313K -$192K -6,037 -38%
UF
563
Univest Financial
Pennsylvania
$313K -$76.9K -2,410 -20%
MBTD
564
Mechanics Bank - Trust Department
California
$309K
ATPW
565
Ashton Thomas Private Wealth
Arizona
$304K +$304K +9,552 New
CA
566
Cornerstone Advisory
Maryland
$304K -$11.7K -367 -4%
SS
567
Simplicity Solutions
Minnesota
$301K -$227K -7,124 -43%
JCM
568
Jacobi Capital Management
Pennsylvania
$301K -$11.6K -364 -4%
CMI
569
Clare Market Investments
Texas
$301K +$301K +9,440 New
BC
570
Burleson & Co
California
$297K
GG
571
GenWealth Group
New Jersey
$297K +$33.9K +1,066 +13%
SIA
572
Soltis Investment Advisors
Utah
$296K -$893K -28,025 -75%
MFG
573
MidWestOne Financial Group
Iowa
$296K -$112K -3,520 -27%
AWA
574
Arkadios Wealth Advisors
Georgia
$294K +$3.28K +103 +1%
KM
575
Kalos Management
Georgia
$292K +$292K +8,782 New