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iShares Preferred and Income Securities ETF

703 hedge funds and large institutions have $5.77B invested in iShares Preferred and Income Securities ETF in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 237 increasing their positions, 314 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
-13
Holders Change %
-1.82%
% of All Funds
16.13%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
1.08%
New
52
Increased
237
Reduced
314
Closed
59
Calls
$8.72M
Puts
$23.4M
Net Calls
-$14.7M
Net Calls Change
+$38.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MGIA
601
Moneta Group Investment Advisors
Missouri
$104K +$97.7K +93,027 +1,547%
VCM
602
Versant Capital Management
Arizona
$102K -$59.7K -1,599 -37%
WAS
603
WESPAC Advisors SoCal
California
$100K
MFW
604
Mosaic Family Wealth
Missouri
$100K
FRA
605
Front Row Advisors
California
$99K -$490 -13 -0.5%
SPL
606
Smart Portfolios LLC
Washington
$98K +$98K +2,600 New
AAP
607
Arax Advisory Partners
Colorado
$96K -$42.6K -1,136 -31%
AIM
608
Advantage Investment Management
Iowa
$95K -$12K -319 -11%
BAM
609
Barrett Asset Management
New York
$94K -$135K -3,600 -59%
LWCFA
610
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$94K
TCOV
611
Trust Company of Vermont
Vermont
$91K
FBC
612
Fairfield, Bush & Co
Connecticut
$90K +$90K +2,400 New
KCPG
613
Kavar Capital Partners Group
Kansas
$88K +$88K +2,350 New
DBT
614
Dubuque Bank & Trust
Iowa
$86K
CFA
615
Carroll Financial Associates
North Carolina
$82K -$9.66K -258 -11%
KF
616
Krilogy Financial
Missouri
$81K -$374 -10 -0.5%
WEC
617
Winslow Evans & Crocker
Massachusetts
$80K -$11.4K -304 -12%
CFA
618
Camarda Financial Advisors
Florida
$80K -$167K -4,475 -68%
QAM
619
QCI Asset Management
New York
$78K -$3.74K -100 -5%
THWM
620
Taylor Hoffman Wealth Management
Virginia
$76K -$488K -12,966 -87%
PSC
621
Prentiss Smith & Co
Vermont
$75K
CCM
622
Cribstone Capital Management
Maine
$67K
AWM
623
AllSquare Wealth Management
New York
$66K -$9.66K -258 -13%
AC
624
Avestar Capital
New York
$62K
VFA
625
Valeo Financial Advisors
Indiana
$61K +$59.9K +1,600 +5,517%