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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 %
MGIA
626
Moneta Group Investment Advisors
Missouri
$283K -$246K -6,757 -47%
VFPI
627
Vantage Financial Partners (Illinois)
Illinois
$283K
CRC
628
Curi RMB Capital
Illinois
$282K -$6.48M -177,998 -96%
GRP
629
Global Retirement Partners
California
$281K -$2.7K -74 -1%
MAG
630
Mayfair Advisory Group
Alabama
$280K +$25.7K +705 +10%
OFG
631
Omega Financial Group
California
$279K +$28.2K +775 +11%
CA
632
Cornerstone Advisory
Maryland
$278K -$57.3K -1,571 -17%
MAP
633
Milestone Advisory Partners
North Carolina
$270K
MAWCM
634
Mine & Arao Wealth Creation & Management
California
$270K +$3.61K +99 +1%
HIA
635
Harbor Investment Advisory
Maryland
$270K +$7.3K +200 +3%
APW
636
Aurora Private Wealth
New Jersey
$269K +$34K +934 +14%
WSTAM
637
Wilbanks Smith & Thomas Asset Management
Virginia
$268K +$16.8K +461 +7%
SWP
638
Strategic Wealth Partners
Ohio
$268K +$49.6K +1,362 +23%
GM
639
GeoWealth Management
Illinois
$267K -$10.5K -287 -4%
AAA
640
Adams Asset Advisors
Texas
$266K
MCM
641
Marathon Capital Management
Maryland
$263K -$6.7K -184 -2%
CWA
642
Core Wealth Advisors
Florida
$260K -$102K -2,793 -28%
WJWM
643
Williams Jones Wealth Management
New York
$260K -$4.56K -125 -2%
BS
644
Banco Santander
Spain
$260K
MHR
645
Matthew Hamilton Rosenberg
$259K -$20.7K -570 -7%
TCM
646
Tran Capital Management
California
$259K
SEM
647
Suncoast Equity Management
Florida
$257K
CAMG
648
CWA Asset Management Group
Florida
$255K -$588K -16,091 -70%
MFG
649
MidWestOne Financial Group
Iowa
$255K
BWAM
650
Boyd Watterson Asset Management
Ohio
$255K +$255K +6,996 New