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iShares Preferred and Income Securities ETF

813 hedge funds and large institutions have $6.52B invested in iShares Preferred and Income Securities ETF in 2020 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 340 increasing their positions, 265 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
+12
Holders Change %
+1.5%
% of All Funds
16.45%
Holding in Top 10
46
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.17%
% of All Funds
0.93%
New
82
Increased
340
Reduced
265
Closed
60
Calls
$12M
Puts
$31.1M
Net Calls
-$19.1M
Net Calls Change
-$19.2M
Name Holding Trade Value Shares
Change
Shares
Change %
AUB
551
Atlantic Union Bankshares
Virginia
$405K +$405K +11,118 New
BSW
552
Buckingham Strategic Wealth
Missouri
$403K +$129K +3,553 +47%
CPO
553
Cerity Partners OCIO
New York
$400K -$10.1K -278 -2%
GJCM
554
Grand Jean Capital Management
California
$399K
SCM
555
Schnieders Capital Management
California
$398K -$8.45K -232 -2%
MIM
556
Moseley Investment Management
Florida
$397K -$170K -4,651 -30%
PAS
557
Partnervest Advisory Services
California
$394K +$394K +10,796 New
MA
558
MONECO Advisors
Connecticut
$387K +$48.9K +1,343 +14%
WTC
559
WhitTier Trust Company
Nevada
$386K
Prudential Financial
560
Prudential Financial
New Jersey
$384K +$66.3K +1,817 +21%
MFW
561
Meristem Family Wealth
Minnesota
$383K
GT
562
Glenmede Trust
Pennsylvania
$382K +$6K +165 +2%
WMA
563
Wealth Management Associates
New Jersey
$381K
LWAC
564
Laurel Wealth Advisors (California)
California
$376K -$230K -6,317 -38%
FA
565
Fagan Associates
New York
$375K -$4.55K -125 -1%
KC
566
Kingfisher Capital
North Carolina
$374K -$13.5K -371 -3%
CPIA
567
Cornell Pochily Investment Advisors
New York
$374K +$219 +6 +0.1%
WWM
568
Windsor Wealth Management
Indiana
$373K +$373K +10,143 New
NF
569
Nikulski Financial
Iowa
$372K -$42.5K -1,167 -10%
PA
570
Parallel Advisors
California
$372K -$16.6K -455 -4%
PFA
571
Pure Financial Advisors
California
$372K +$372K +10,202 New
HIS
572
Harvest Investment Services
Illinois
$371K -$4.92K -135 -1%
CBN
573
Cadence Bank NA
Texas
$370K -$911 -25 -0.2%
TC
574
Telemus Capital
Michigan
$368K -$25.8K -700 -7%
SWM
575
Stockman Wealth Management
Montana
$367K +$367K +10,080 New