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iShares Preferred and Income Securities ETF

711 hedge funds and large institutions have $5.09B invested in iShares Preferred and Income Securities ETF in 2019 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 253 increasing their positions, 264 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
+20
Holders Change %
+2.89%
% of All Funds
15.41%
Holding in Top 10
40
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.11%
% of All Funds
0.87%
New
95
Increased
253
Reduced
264
Closed
63
Calls
$19M
Puts
$340M
Net Calls
-$321M
Net Calls Change
-$292M
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
576
Strategic Wealth Partners
Ohio
$214K +$120K +3,268 +128%
VHAM
577
Van Hulzen Asset Management
California
$214K +$214K +5,854 New
GG
578
GenWealth Group
New Jersey
$213K +$213K +5,832 New
FWP
579
FAS Wealth Partners
Kansas
$212K -$16K -438 -7%
JCM
580
Jacobi Capital Management
Pennsylvania
$212K +$10.4K +285 +5%
MHS
581
M Holdings Securities
Oregon
$211K -$220K -6,018 -51%
LIM
582
Leavell Investment Management
Alabama
$211K +$211K +5,780 New
GLA
583
Good Life Advisors
Pennsylvania
$209K -$62.6K -1,712 -23%
FIM
584
Fernwood Investment Management
Massachusetts
$206K +$206K +5,636 New
IP
585
Intellectus Partners
California
$205K +$205K +5,600 New
RFA
586
Reilly Financial Advisors
California
$204K +$12.4K +338 +6%
EFL
587
ERn Financial LLC
Wisconsin
$203K +$203K +5,549 New
DWT
588
Dorsey & Whitney Trust
South Dakota
$201K +$201K +5,488 New
PCG
589
Private Capital Group
Connecticut
$196K -$19.2K -526 -9%
FCA
590
FinTrust Capital Advisors
South Carolina
$194K -$18.5K -507 -9%
VCM
591
Versant Capital Management
Arizona
$189K
SIA
592
SeaBridge Investment Advisors
New Jersey
$189K
PCM
593
Prelude Capital Management
New York
$183K -$952K -26,000 -84%
EWM
594
Executive Wealth Management
Michigan
$181K +$143K +3,919 +381%
FHA
595
Flagship Harbor Advisors
Massachusetts
$175K +$40.6K +1,113 +30%
TF
596
Tompkins Financial
New York
$174K -$174K -4,758 -50%
CFA
597
Carroll Financial Associates
North Carolina
$172K +$79.7K +2,188 +86%
OSNBOA
598
Old Second National Bank of Aurora
Illinois
$170K
AIM
599
Advantage Investment Management
Iowa
$167K
AWM
600
Aevitas Wealth Management
Massachusetts
$164K -$10.9K -299 -6%