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iShares Preferred and Income Securities ETF

653 hedge funds and large institutions have $6.8B invested in iShares Preferred and Income Securities ETF in 2017 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 300 increasing their positions, 188 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 33

60% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 188

3% more funds holding

Funds holding: 633653 (+20)

2% more funds holding in top 10

Funds holding in top 10: 4849 (+1)

1% less capital invested

Capital invested by funds: $6.85B → $6.8B (-$44.6M)

0.75% less ownership

Funds ownership: 37.33%36.58% (-0.75%)

95% less call options, than puts

Call options by funds: $2.4M | Put options by funds: $45.5M

Holders
653
Holders Change
+20
Holders Change %
+3.16%
% of All Funds
16.28%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
1.22%
New
57
Increased
300
Reduced
188
Closed
33
Calls
$2.4M
Puts
$45.5M
Net Calls
-$43.1M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
626
Horrell Capital Management
Arkansas
$19K
MA
627
MCF Advisors
Kentucky
$19K
WCM
628
Wealthcare Capital Management
Virginia
$18K +$18.1K +465 New
CP
629
Corbenic Partners
Pennsylvania
$17K -$166K -4,248 -91%
BWL
630
Bogart Wealth LLC
Virginia
$17K +$17.5K +448 New
AWMS
631
Advocacy Wealth Management Services
Georgia
$16K -$501K -12,870 -97%
MI
632
Markston International
New York
$16K
KIG
633
Kessler Investment Group
Indiana
$15K
APSP
634
Asset Planning Services (Pennsylvania)
Pennsylvania
$15K +$234 +6 +2%
HI
635
Hudock Inc
Pennsylvania
$12K
PAI
636
Pittenger & Anderson Inc
Nebraska
$12K
PS
637
Portfolio Solutions
Michigan
$12K +$11.8K +304 New
PCP
638
Proficio Capital Partners
Massachusetts
$10K
TDC
639
Thompson Davis & Co
Virginia
$10K
CDIA
640
Capital Directions Investment Advisors
Georgia
$9K
SFG
641
SevenBridge Financial Group
Pennsylvania
$9K
YWP
642
YorkBridge Wealth Partners
New York
$7K +$935 +24 +15%
CAL
643
Capital Analysts LLC
Pennsylvania
$5K +$4.6K +118 New
MWM
644
MinichMacGregor Wealth Management
New York
$5K +$5.92K +152 New
GWS
645
Glassman Wealth Services
Virginia
$4K
LF
646
Lee Financial
Texas
$4K
CPA
647
Clear Perspective Advisors
Illinois
$3K +$3.19K +82 New
PWPCM
648
Perella Weinberg Partners Capital Management
New York
$2.38K -$12.8M -328,300 -84%
VFA
649
Valeo Financial Advisors
Indiana
$2K +$2.06K +53 New
AF
650
Allworth Financial
California
$1K