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iShares Preferred and Income Securities ETF

652 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, 299 increasing their positions, 188 reducing their positions, and 33 closing their positions.

Holders
652
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
299
Reduced
188
Closed
33
Calls
$2.4M
Puts
$45.5M
Net Calls
-$43.1M
Net Calls Change
-$20M
Name Market Value Shares Shares
Change
Shares
Change %
MA
626
MCF Advisors
Kentucky
$19K 500
WCM
627
Wealthcare Capital Management
Virginia
$18K 465 +465 New
CP
628
Corbenic Partners
Pennsylvania
$17K 433 -4,248 -91%
BWL
629
Bogart Wealth LLC
Virginia
$17K 448 +448 New
AWMS
630
Advocacy Wealth Management Services
Georgia
$16K 400 -12,870 -97%
MI
631
Markston International
New York
$16K 400
KIG
632
Kessler Investment Group
Indiana
$15K 380
APSP
633
Asset Planning Services (Pennsylvania)
Pennsylvania
$15K 391 +6 +2%
HI
634
Hudock Inc
Pennsylvania
$12K 318
PAI
635
Pittenger & Anderson Inc
Nebraska
$12K 300
PS
636
Portfolio Solutions
Michigan
$12K 304 +304 New
TDC
637
Thompson Davis & Co
Virginia
$10K 250
PCP
638
Proficio Capital Partners
Massachusetts
$10K 265
SFG
639
SevenBridge Financial Group
Pennsylvania
$9K 243
CDIA
640
Capital Directions Investment Advisors
Georgia
$9K 225
YWP
641
YorkBridge Wealth Partners
New York
$7K 184 +24 +15%
CAL
642
Capital Analysts LLC
Pennsylvania
$5K 118 +118 New
MWM
643
MinichMacGregor Wealth Management
New York
$5K 152 +152 New
LF
644
Lee Financial
Texas
$4K 100
GWS
645
Glassman Wealth Services
Virginia
$4K 100
CPA
646
Clear Perspective Advisors
Illinois
$3K 82 +82 New
PWPCM
647
Perella Weinberg Partners Capital Management
New York
$2.38K 61,408 -328,300 -84%
VFA
648
Valeo Financial Advisors
Indiana
$2K 53 +53 New
PFC
649
Phocas Financial Corp
California
AF
650
Allworth Financial
California
$1K 22