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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 %
BWM
601
BerganKDV Wealth Management
Minnesota
$163K +$10.9K +300 +7%
JCM
602
Julex Capital Management
Massachusetts
$159K +$159K +4,358 New
LWM
603
Liberty Wealth Management
California
$156K +$510 +14 +0.3%
NL
604
NVWM LLC
Pennsylvania
$151K
HAM
605
Highstreet Asset Management
Ontario, Canada
$148K
QCIG
606
Quad-Cities Investment Group
Iowa
$140K -$21.7K -595 -13%
WP
607
WealthShield Partners
North Carolina
$137K +$54.8K +1,501 +67%
BAM
608
Bruderman Asset Management
New York
$133K -$2.63K -72 -2%
KPCM
609
Kings Point Capital Management
New York
$132K -$6.6K -181 -5%
ZB
610
Zions Bancorporation
Utah
$132K +$132K +3,605 New
WCM
611
Whitener Capital Management
North Carolina
$123K +$5.88K +161 +5%
ESB
612
Essex Savings Bank
Connecticut
$121K
SFA
613
Semmax Financial Advisors
North Carolina
$116K -$20.5K -560 -15%
CWM
614
Catamount Wealth Management
Connecticut
$115K +$56.6K +1,550 +97%
CH
615
Canton Hathaway
Rhode Island
$114K
MRCM
616
M&R Capital Management
New Jersey
$113K
DOA
617
D'Orazio & Associates
Virginia
$112K
FNC
618
First National Corp
Massachusetts
$111K -$14.4K -394 -11%
CBT
619
Capital Bank & Trust
California
$110K
WB
620
Webster Bank
Connecticut
$106K -$18.7K -515 -15%
LWS
621
Lucia Wealth Services
California
$104K -$15.6K -427 -13%
PCTC
622
Perkins Coie Trust Company
Washington
$103K
MFW
623
Mosaic Family Wealth
Missouri
$97K
SPL
624
Smart Portfolios LLC
Washington
$95K
APC
625
Aspire Private Capital
North Carolina
$93K +$11.2K +306 +14%