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iShares Preferred and Income Securities ETF

652 hedge funds and large institutions have $6.8B invested in iShares Preferred and Income Securities ETF in 2017 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 299 increasing their positions, 188 reducing their positions, and 33 closing their positions.

Holders
652
Holders Change
+20
Holders Change %
+3.16%
% of All Funds
16.28%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
1.22%
New
57
Increased
299
Reduced
188
Closed
33
Calls
$2.4M
Puts
$45.5M
Net Calls
-$43.1M
Net Calls Change
-$20M
Name Market Value Shares Shares
Change
Shares
Change %
WAP
576
Wealthcare Advisory Partners
Pennsylvania
$134K 3,457 +3,457 New
BWA
577
BDO Wealth Advisors
Florida
$128K 3,301
DOA
578
D'Orazio & Associates
Virginia
$127K 3,278
BEAM
579
Baker Ellis Asset Management
Washington
$123K 3,169 -1,997 -39%
AIM
580
Advantage Investment Management
Iowa
$120K 3,093 -322 -9%
DZ Bank
581
DZ Bank
Germany
$120K 3,100 +1,400 +82%
WEC
582
Winslow Evans & Crocker
Massachusetts
$120K 3,086 -152 -5%
LNB
583
Ledyard National Bank
$116K 3,000
CBT
584
Capital Bank & Trust
California
$116K 3,000
AAP
585
Arax Advisory Partners
Colorado
$115K 2,986 -1,041 -26%
WAS
586
WESPAC Advisors SoCal
California
$115K 2,985 -100 -3%
PCTC
587
Perkins Coie Trust Company
Washington
$109K 2,809
PFGIA
588
Patriot Financial Group Insurance Agency
Massachusetts
$108K 2,828 -400 -12%
BP
589
Ballentine Partners
Massachusetts
$104K 2,680
MFW
590
Mosaic Family Wealth
Missouri
$103K 2,661
LIA
591
LS Investment Advisors
Michigan
$101K 2,600 +2,600 New
AWM
592
AllSquare Wealth Management
New York
$101K 2,606 +2,606 New
CFA
593
Carroll Financial Associates
North Carolina
$98K 2,546 +139 +6%
KF
594
Krilogy Financial
Missouri
$96K 2,471 -1,294 -34%
TCOV
595
Trust Company of Vermont
Vermont
$94K 2,418
DBT
596
Dubuque Bank & Trust
Iowa
$94K 2,412
Simplex Trading
597
Simplex Trading
Illinois
$83K 2,153 +1,230 +133%
SMG
598
Spectrum Management Group
Indiana
$80K 2,060 +2,060 New
PSC
599
Prentiss Smith & Co
Vermont
$78K 2,000
SSB
600
Sandy Spring Bank
Maryland
$77K 1,980 +280 +16%