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iShares Preferred and Income Securities ETF

704 hedge funds and large institutions have $5.94B invested in iShares Preferred and Income Securities ETF in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 237 increasing their positions, 282 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
16.14%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
1.1%
New
57
Increased
237
Reduced
282
Closed
50
Calls
$4.61M
Puts
$60.1M
Net Calls
-$55.5M
Net Calls Change
-$40.8M
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
576
Advantage Investment Management
Iowa
$165K +$69.5K +1,839 +73%
AIM
577
Anchor Investment Management
South Carolina
$160K
CFD
578
Creative Financial Designs
Indiana
$157K +$47.5K +1,256 +43%
PCM
579
Poehling Capital Management
Wisconsin
$155K +$104K +2,750 +204%
WB
580
Webster Bank
Connecticut
$151K -$19.8K -523 -12%
PO
581
Private Ocean
California
$151K -$13.3K -352 -8%
TJHA
582
Thomas J. Herzfeld Advisors
Florida
$148K
AWA
583
Acorn Wealth Advisors
Michigan
$144K +$114 +3 +0.1%
DWA
584
Divergent Wealth Advisors
Utah
$142K -$5.06K -134 -3%
NL
585
NVWM LLC
Pennsylvania
$136K +$10.6K +281 +8%
AAP
586
Arax Advisory Partners
Colorado
$133K +$36.5K +968 +38%
CA
587
Crewe Advisors
Utah
$132K
BWA
588
BDO Wealth Advisors
Florida
$132K +$7.47K +198 +6%
TFA
589
Transamerica Financial Advisors
Florida
$130K -$8.62K -227 -6%
AA
590
Apriem Advisors
California
$130K +$130K +3,440 New
BAM
591
Bruderman Asset Management
New York
$124K -$34.2K -908 -22%
WP
592
WealthShield Partners
North Carolina
$122K -$4.35K -115 -3%
CFN
593
Cordasco Financial Network
Florida
$121K
MRCM
594
M&R Capital Management
New Jersey
$116K -$18.7K -500 -14%
CWM
595
Catamount Wealth Management
Connecticut
$116K
DOA
596
D'Orazio & Associates
Virginia
$116K
CBT
597
Capital Bank & Trust
California
$113K
B
598
Bridgeworth
Alabama
$108K +$108K +2,866 New
PCTC
599
Perkins Coie Trust Company
Washington
$106K
MGIA
600
Moneta Group Investment Advisors
Missouri
$104K -$3.62M -96,276 -97%