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iShares Preferred and Income Securities ETF

742 hedge funds and large institutions have $5.89B invested in iShares Preferred and Income Securities ETF in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 311 increasing their positions, 226 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
742
Holders Change
+17
Holders Change %
+2.34%
% of All Funds
16.3%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.77%
New
76
Increased
311
Reduced
226
Closed
52
Calls
$2.12M
Puts
$281M
Net Calls
-$279M
Net Calls Change
-$121M
Name Holding Trade Value Shares
Change
Shares
Change %
PWSG
626
Pacific Wealth Strategies Group
California
$215K -$14.2K -379 -6%
BAM
627
Barrett Asset Management
New York
$215K +$148K +3,930 +221%
FIM
628
Fernwood Investment Management
Massachusetts
$212K
H
629
HoyleCohen
California
$212K +$212K +5,645 New
LFG
630
LifePlan Financial Group
Ohio
$211K
IP
631
Intellectus Partners
California
$211K +$562 +15 +0.3%
LWM
632
Liberty Wealth Management
California
$209K +$11.4K +304 +6%
SCP
633
Silverleafe Capital Partners
Tennessee
$208K +$1.47K +39 +0.7%
LBC
634
Lowe Brockenbrough & Co
Virginia
$208K +$208K +5,540 New
PCM
635
Peak Capital Management
Colorado
$207K -$40.1K -1,074 -16%
DWT
636
Dorsey & Whitney Trust
South Dakota
$206K
FNBOH
637
First National Bank of Hutchinson
Kansas
$205K
B
638
Brightworth
Georgia
$204K +$204K +5,446 New
FAM
639
Formidable Asset Management
Ohio
$202K -$57.8K -1,539 -22%
OC
640
Oakworth Capital
Alabama
$202K
STA
641
Summit Trail Advisors
New York
$201K +$201K +5,325 New
JCM
642
Julex Capital Management
Massachusetts
$186K +$77.1K +2,052 +71%
PCG
643
Private Capital Group
Connecticut
$185K -$55.2K -1,472 -23%
WB
644
Webster Bank
Connecticut
$170K +$61.2K +1,632 +56%
QCIG
645
Quad-Cities Investment Group
Iowa
$161K +$9.49K +253 +6%
BWM
646
BerganKDV Wealth Management
Minnesota
$158K -$23.3K -622 -13%
AIM
647
Advantage Investment Management
Iowa
$156K
FHA
648
Flagship Harbor Advisors
Massachusetts
$154K -$5.46K -146 -3%
HAM
649
Highstreet Asset Management
Ontario, Canada
$152K
OSNBOA
650
Old Second National Bank of Aurora
Illinois
$147K -$28.3K -750 -16%