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iShares Preferred and Income Securities ETF

691 hedge funds and large institutions have $6.27B invested in iShares Preferred and Income Securities ETF in 2018 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 241 increasing their positions, 268 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
-13
Holders Change %
-1.85%
% of All Funds
15.82%
Holding in Top 10
41
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.58%
% of All Funds
0.94%
New
53
Increased
241
Reduced
268
Closed
62
Calls
$2.07M
Puts
$54.4M
Net Calls
-$52.4M
Net Calls Change
+$3.11M
Name Holding Trade Value Shares
Change
Shares
Change %
PO
576
Private Ocean
California
$148K
DBT
577
Dubuque Bank & Trust
Iowa
$138K +$53K +1,422 +62%
BAM
578
Bruderman Asset Management
New York
$137K +$14.7K +397 +12%
NL
579
NVWM LLC
Pennsylvania
$133K -$926 -25 -0.7%
SWP
580
Strategic Wealth Partners
Ohio
$130K -$82.3K -2,215 -39%
BWA
581
BDO Wealth Advisors
Florida
$130K
CA
582
Crewe Advisors
Utah
$130K
CFD
583
Creative Financial Designs
Indiana
$126K -$28K -755 -18%
WP
584
WealthShield Partners
North Carolina
$120K
CFN
585
Cordasco Financial Network
Florida
$119K
MCM
586
Mainstay Capital Management
Michigan
$119K +$104K +2,800 +700%
MWM
587
Mascoma Wealth Management
New Hampshire
$117K +$79.8K +2,145 +215%
MRCM
588
M&R Capital Management
New Jersey
$115K
CWM
589
Catamount Wealth Management
Connecticut
$115K
DOA
590
D'Orazio & Associates
Virginia
$114K
CBT
591
Capital Bank & Trust
California
$111K
CH
592
Canton Hathaway
Rhode Island
$111K +$111K +3,000 New
DWA
593
Divergent Wealth Advisors
Utah
$107K -$28.7K -797 -21%
IP
594
Intellectus Partners
California
$106K -$101K -2,726 -49%
PCTC
595
Perkins Coie Trust Company
Washington
$104K
BAM
596
Barrett Asset Management
New York
$103K +$10.2K +275 +11%
WAS
597
WESPAC Advisors SoCal
California
$99K
SPL
598
Smart Portfolios LLC
Washington
$97K
MFW
599
Mosaic Family Wealth
Missouri
$96K
CFA
600
Carroll Financial Associates
North Carolina
$87K +$5.44K +147 +7%