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iShares Preferred and Income Securities ETF

835 hedge funds and large institutions have $5.99B invested in iShares Preferred and Income Securities ETF in 2019 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 321 increasing their positions, 241 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+93
Holders Change %
+12.53%
% of All Funds
16.49%
Holding in Top 10
48
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+37.14%
% of All Funds
0.95%
New
152
Increased
321
Reduced
241
Closed
48
Calls
$3.38M
Puts
$75.3M
Net Calls
-$71.9M
Net Calls Change
+$207M
Name Holding Trade Value Shares
Change
Shares
Change %
DA
576
Detalus Advisors
Missouri
$350K +$350K +9,318 New
AWA
577
Arkadios Wealth Advisors
Georgia
$349K +$349K +9,137 New
PMFA
578
Plante Moran Financial Advisors
Michigan
$349K -$678 -18 -0.2%
RC
579
Reik & Co
New York
$348K
SCM
580
Schnieders Capital Management
California
$346K +$22.6K +600 +7%
CIAS
581
CBIZ Investment Advisory Services
Ohio
$344K
GRP
582
Global Retirement Partners
California
$344K +$1.8K +48 +0.5%
AIC
583
Archer Investment Corporation
Indiana
$338K
WCA
584
Westover Capital Advisors
Delaware
$338K +$113K +3,000 +50%
SFA
585
Sequoia Financial Advisors
Ohio
$334K -$21.4K -569 -6%
BC
586
Burleson & Co
California
$330K
SFM
587
Signet Financial Management
New Jersey
$329K
TC
588
Truvestments Capital
Florida
$325K -$29.9K -797 -8%
PCM
589
Princeton Capital Management
New Jersey
$324K
IC
590
Inscription Capital
Texas
$323K -$6.1K -162 -2%
CWM
591
Concentrum Wealth Management
California
$323K +$1.69K +45 +0.5%
AFP
592
Ausdal Financial Partners
Iowa
$320K -$3.28K -86 -1%
PWLP
593
Prio Wealth Limited Partnership
Massachusetts
$320K
AAIM
594
Asset Advisors Investment Management
Georgia
$319K -$403K -10,600 -56%
BFA
595
Bragg Financial Advisors
North Carolina
$316K
VAM
596
Verity Asset Management
North Carolina
$316K +$316K +8,394 New
GG
597
GenWealth Group
New Jersey
$311K +$91.8K +2,444 +42%
KWA
598
KCS Wealth Advisory
California
$309K -$259K -6,892 -46%
I2I
599
Insight 2811 Inc
Illinois
$308K +$308K +8,188 New
BSW
600
Buckingham Strategic Wealth
Missouri
$301K +$301K +7,997 New