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iShares Preferred and Income Securities ETF

801 hedge funds and large institutions have $5.53B invested in iShares Preferred and Income Securities ETF in 2020 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 289 increasing their positions, 292 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+13
Holders Change %
+1.65%
% of All Funds
16.46%
Holding in Top 10
48
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20%
% of All Funds
0.99%
New
96
Increased
289
Reduced
292
Closed
74
Calls
$19.3M
Puts
$19.2M
Net Calls
+$76K
Net Calls Change
+$17.5M
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
576
Aptus Capital Advisors
Alabama
$325K -$43.8K -1,267 -12%
WAP
577
Wealthcare Advisory Partners
Pennsylvania
$323K -$88.7K -2,563 -22%
GG
578
GenWealth Group
New Jersey
$323K
BI
579
Ballast Inc
Kentucky
$322K -$3.87M -111,720 -92%
MA
580
MONECO Advisors
Connecticut
$321K -$41K -1,184 -11%
TWA
581
TCI Wealth Advisors
Arizona
$320K -$231K -6,674 -42%
CA
582
Cornerstone Advisory
Maryland
$319K -$11.8K -341 -4%
JSL
583
JT Stratford LLC
Georgia
$315K +$315K +9,101 New
FSA
584
Fort Sheridan Advisors
Illinois
$313K +$313K +9,049 New
BAM
585
BTS Asset Management
Massachusetts
$310K +$125K +3,624 +68%
CFB
586
Cullen/Frost Bankers
Texas
$310K +$178K +5,135 +134%
Prudential Financial
587
Prudential Financial
New Jersey
$302K -$1.41M -40,717 -82%
SFA
588
Sequoia Financial Advisors
Ohio
$302K -$78.7K -2,269 -21%
Man Group
589
Man Group
United Kingdom
$301K +$301K +8,681 New
ST
590
Sabal Trust
Florida
$301K +$301K +8,698 New
KM
591
Kalos Management
Georgia
$300K -$11.9K -335 -4%
CWM
592
Concentrum Wealth Management
California
$300K +$1.35K +39 +0.5%
GJIC
593
Gamble Jones Investment Counsel
California
$298K
SFA
594
Souders Financial Advisors
Ohio
$297K -$2.21M -63,598 -88%
GTAM
595
Global Trust Asset Management
Florida
$295K
PCM
596
Princeton Capital Management
New Jersey
$295K
RC
597
Reik & Co
New York
$293K
WB
598
Webster Bank
Connecticut
$293K +$86.7K +2,502 +42%
Cerity Partners
599
Cerity Partners
New York
$289K -$6.52K -188 -2%
WLIM
600
White Lighthouse Investment Management
Massachusetts
$281K -$25.2K -727 -8%