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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 %
MOS
626
MGO One Seven
Ohio
$57K +$57K +1,713 New
IWA
627
Intercontinental Wealth Advisors
Texas
$55K +$55K +1,610 New
AAP
628
Arax Advisory Partners
Colorado
$54K +$377 +11 +0.7%
PGWM
629
Parisi Gray Wealth Management
New Jersey
$44K -$8.73K -255 -17%
BHWM
630
Bay Harbor Wealth Management
Maryland
$44K +$44K +1,278 New
RFWA
631
RPg Family Wealth Advisory
Massachusetts
$40.9K +$40.9K +1,196 New
VFA
632
Valeo Financial Advisors
Indiana
$40K
MSA
633
Marino Stram & Associates
Massachusetts
$36K
PK
634
Pflug Koory
Nebraska
$35K +$726 +21 +2%
EWM
635
Executive Wealth Management
Michigan
$35K +$35K +1,028 New
PFGIA
636
Patriot Financial Group Insurance Agency
Massachusetts
$34K +$947 +28 +3%
RCG
637
Ruggie Capital Group
Florida
$32K +$32K +929 New
WEC
638
Winslow Evans & Crocker
Massachusetts
$30K -$44.1K -1,214 -60%
MCM
639
Manchester Capital Management
Vermont
$30K
TCM
640
TD Capital Management
Tennessee
$29K +$22.4K +660 +337%
DWM
641
Doyle Wealth Management
Florida
$29K +$29K +852 New
SIAS
642
Shine Investment Advisory Services
Colorado
$27K -$4.39K -130 -14%
MA
643
MCF Advisors
Kentucky
$27K +$16.6K +477 +160%
TL
644
TrueWealth LLC
Georgia
$25K +$413 +12 +2%
HI
645
Human Investing
Oregon
$25K +$25K +726 New
HI
646
Hudock Inc
Pennsylvania
$23K -$5.5K -167 -19%
EFSCE
647
Enterprise Financial Services Corp (EFSC)
Missouri
$23K
BBA
648
Braun-Bostich & Associates
Pennsylvania
$23K
HR
649
Howe & Rusling
New York
$20K -$16.9K -500 -46%
PCFFS
650
Pacific Center for Financial Services
California
$19K