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iShares Preferred and Income Securities ETF

691 hedge funds and large institutions have $4.85B invested in iShares Preferred and Income Securities ETF in 2018 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 168 increasing their positions, 330 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
Holders Change %
0%
% of All Funds
15.42%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
1%
New
111
Increased
168
Reduced
330
Closed
103
Calls
$19M
Puts
$48.3M
Net Calls
-$29.2M
Net Calls Change
+$23.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BOPW
601
Brandywine Oak Private Wealth
Pennsylvania
$93K +$93K +2,729 New
MFW
602
Mosaic Family Wealth
Missouri
$91K
SWP
603
Strategic Wealth Partners
Ohio
$90K -$33.6K -951 -27%
SPL
604
Smart Portfolios LLC
Washington
$89K
CFA
605
Carroll Financial Associates
North Carolina
$88K +$6.22K +179 +8%
FRA
606
Front Row Advisors
California
$85K
WP
607
WealthShield Partners
North Carolina
$77K -$33.2K -972 -30%
APC
608
Aspire Private Capital
North Carolina
$77K +$77K +2,241 New
AWM
609
AllSquare Wealth Management
New York
$75K +$14.4K +418 +24%
PB
610
Pinnacle Bancorp
Nebraska
$75K +$75K +2,202 New
WAM
611
Wealthspire Advisors (Maryland)
Maryland
$73K -$98.8K -2,888 -58%
MWM
612
Mascoma Wealth Management
New Hampshire
$73K -$34K -1,000 -32%
GI
613
Gradient Investments
Minnesota
$73K -$5.7K -166 -7%
CA
614
Claro Advisors
Massachusetts
$72K +$72K +1,930 New
BTNA
615
Bremer Trust National Association
Minnesota
$68K +$68K +2,001 New
NSG
616
Nalls Sherbakoff Group
Tennessee
$67K +$67K +1,950 New
QAM
617
QCI Asset Management
New York
$64K -$5.79K -170 -8%
CFA
618
Camarda Financial Advisors
Florida
$63K
WAS
619
WESPAC Advisors SoCal
California
$62K -$99K
BAM
620
Barrett Asset Management
New York
$61K -$34.2K -1,000 -36%
CCM
621
Cribstone Capital Management
Maine
$61K
FGC
622
Financial Gravity Companies
Texas
$61K +$61K +1,689 New
CWM
623
Catamount Wealth Management
Connecticut
$58K -$54.4K -1,500 -48%
AC
624
Avestar Capital
New York
$57K
BFEC
625
Benjamin F. Edwards & Company
Missouri
$57K +$753 +22 +1%