PFF icon

iShares Preferred and Income Securities ETF

813 hedge funds and large institutions have $6.52B invested in iShares Preferred and Income Securities ETF in 2020 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 340 increasing their positions, 265 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
+12
Holders Change %
+1.5%
% of All Funds
16.45%
Holding in Top 10
46
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.17%
% of All Funds
0.93%
New
82
Increased
340
Reduced
265
Closed
60
Calls
$12M
Puts
$31.1M
Net Calls
-$19.1M
Net Calls Change
-$19.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
601
Bernardo Wealth Planning
Pennsylvania
$324K +$324K +8,898 New
GC
602
Guggenheim Capital
Illinois
$323K +$323K +8,848 New
KM
603
Kalos Management
Georgia
$319K +$5.57K +150 +2%
JCM
604
Jacobsen Capital Management
Utah
$318K -$46.7K -1,329 -13%
MBTD
605
Mechanics Bank - Trust Department
California
$318K -$35.6K -975 -10%
PFA
606
Pettinga Financial Advisors
Indiana
$317K +$72.7K +1,995 +30%
SFA
607
Sequoia Financial Advisors
Ohio
$314K -$3.35K -92 -1%
GJIC
608
Gamble Jones Investment Counsel
California
$314K
CWM
609
Concentrum Wealth Management
California
$313K -$1.97K -54 -0.6%
PCM
610
Princeton Capital Management
New Jersey
$310K +$36 +1 +0%
GTAM
611
Global Trust Asset Management
Florida
$309K -$1.94K -53 -0.6%
HFA
612
Hoover Financial Advisors
Pennsylvania
$309K +$309K +8,482 New
RC
613
Reik & Co
New York
$308K
WCWM
614
Wooster Corthell Wealth Management
Connecticut
$306K -$279K -7,633 -48%
AAIM
615
Asset Advisors Investment Management
Georgia
$306K +$254K +6,975 +489%
ST
616
Sabal Trust
Florida
$303K -$14.9K -408 -5%
FNBOO
617
First National Bank of Omaha
Nebraska
$303K +$86.4K +2,373 +40%
MCA
618
Magnolia Capital Advisors
Mississippi
$298K +$21.2K +581 +8%
CCM
619
Crabel Capital Management
California
$297K +$297K +8,160 New
ECM
620
Elgethun Capital Management
South Dakota
$296K -$1.82K -50 -0.6%
VWM
621
Venturi Wealth Management
Texas
$295K +$5.8K +159 +2%
WP
622
WealthPLAN Partners
Nebraska
$293K +$45.3K +1,217 +18%
TP
623
Tranquility Partners
Tennessee
$293K +$54.6K +1,500 +23%
HCM
624
HMS Capital Management
Tennessee
$290K +$20K +549 +7%
GSWM
625
Golden State Wealth Management
California
$284K +$284K +7,780 New