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iShares Preferred and Income Securities ETF

704 hedge funds and large institutions have $5.94B invested in iShares Preferred and Income Securities ETF in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 237 increasing their positions, 282 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
16.14%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
1.1%
New
57
Increased
237
Reduced
282
Closed
50
Calls
$4.61M
Puts
$60.1M
Net Calls
-$55.5M
Net Calls Change
-$40.8M
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
651
Horrell Capital Management
Arkansas
$19K
FFW
652
Fusion Family Wealth
New York
$19K
IWP
653
Icon Wealth Partners
Texas
$19K +$19K +516 New
WCM
654
Wealthcare Capital Management
Virginia
$18K
CA
655
Centerpoint Advisors
Massachusetts
$17K +$17K +447 New
SFSIG
656
San Francisco Sentry Investment Group
California
$16K -$38.4K -1,000 -71%
FMII
657
Farmers & Merchants Investments Inc
Nebraska
$16K +$16K +434 New
MCM
658
Mainstay Capital Management
Michigan
$15K -$105K -2,800 -88%
AWMS
659
Advocacy Wealth Management Services
Georgia
$15K
AWM
660
Avior Wealth Management
Nebraska
$15K
LNB
661
Ledyard National Bank
$15K
APSP
662
Asset Planning Services (Pennsylvania)
Pennsylvania
$15K +$221 +6 +1%
KL
663
KWMG LLC
Kansas
$15K +$15K +403 New
BBPWM
664
Blue Bell Private Wealth Management
Pennsylvania
$14K -$4.92K -130 -26%
KIG
665
Kessler Investment Group
Indiana
$14K
CAL
666
Capital Analysts LLC
Pennsylvania
$14K
KCPG
667
Kavar Capital Partners Group
Kansas
$13K -$74.3K -2,000 -85%
BWL
668
Bogart Wealth LLC
Virginia
$12K -$4.29K -118 -26%
BWM
669
BerganKDV Wealth Management
Minnesota
$12K +$12K +325 New
PAI
670
Pittenger & Anderson Inc
Nebraska
$11K
QI
671
QS Investors
New York
$10K
RWG
672
Regal Wealth Group
California
$10K
CAGAS
673
Capital Advisory Group Advisory Services
Minnesota
$10K
GBBWRPM
674
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$10K +$116 +3 +1%
WPA
675
West Paces Advisors
Georgia
$9.65K +$9.65K +256 New