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iShares Preferred and Income Securities ETF

703 hedge funds and large institutions have $5.77B invested in iShares Preferred and Income Securities ETF in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 237 increasing their positions, 314 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
-13
Holders Change %
-1.82%
% of All Funds
16.13%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
1.08%
New
52
Increased
237
Reduced
314
Closed
59
Calls
$8.72M
Puts
$23.4M
Net Calls
-$14.7M
Net Calls Change
+$38.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PFGIA
576
Patriot Financial Group Insurance Agency
Massachusetts
$164K +$51K +1,368 +45%
PO
577
Private Ocean
California
$163K +$163K +4,345 New
AIM
578
Anchor Investment Management
South Carolina
$159K
BAM
579
Bruderman Asset Management
New York
$158K +$158K +4,202 New
HAM
580
Highstreet Asset Management
Ontario, Canada
$153K +$53.7K +1,433 +54%
TJHA
581
Thomas J. Herzfeld Advisors
Florida
$148K +$148K +3,933 New
DWA
582
Divergent Wealth Advisors
Utah
$146K +$146K +3,898 New
AWA
583
Acorn Wealth Advisors
Michigan
$141K -$18.6K -500 -12%
TFA
584
Transamerica Financial Advisors
Florida
$138K -$3.78K -100 -3%
MRCM
585
M&R Capital Management
New Jersey
$135K
CA
586
Crewe Advisors
Utah
$131K
WP
587
WealthShield Partners
North Carolina
$125K +$13.1K +350 +12%
NL
588
NVWM LLC
Pennsylvania
$125K +$34K +906 +37%
BWA
589
BDO Wealth Advisors
Florida
$124K
SG Americas Securities
590
SG Americas Securities
New York
$122K +$122K +3,240 New
CFN
591
Cordasco Financial Network
Florida
$120K
MCM
592
Mainstay Capital Management
Michigan
$120K
CWM
593
Catamount Wealth Management
Connecticut
$116K
DOA
594
D'Orazio & Associates
Virginia
$115K
CBT
595
Capital Bank & Trust
California
$113K
AWM
596
Aevitas Wealth Management
Massachusetts
$111K +$38 +1 +0%
CFD
597
Creative Financial Designs
Indiana
$109K -$25.3K -672 -19%
BFEC
598
Benjamin F. Edwards & Company
Missouri
$109K -$19.7K -524 -15%
PCTC
599
Perkins Coie Trust Company
Washington
$106K
GI
600
Gradient Investments
Minnesota
$105K +$4.19K +112 +4%