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iShares Preferred and Income Securities ETF

711 hedge funds and large institutions have $5.09B invested in iShares Preferred and Income Securities ETF in 2019 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 253 increasing their positions, 264 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
+20
Holders Change %
+2.89%
% of All Funds
15.41%
Holding in Top 10
40
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.11%
% of All Funds
0.87%
New
95
Increased
253
Reduced
264
Closed
63
Calls
$19M
Puts
$340M
Net Calls
-$321M
Net Calls Change
-$292M
Name Holding Trade Value Shares
Change
Shares
Change %
ADL
651
Asset Dedication LLC
California
$44K +$44K +1,200 New
WHG
652
Westwood Holdings Group
Texas
$44K +$44K +1,200 New
AIM
653
Axiom Investment Management
New York
$40K +$40K +1,103 New
MSA
654
Marino Stram & Associates
Massachusetts
$39K
PFGIA
655
Patriot Financial Group Insurance Agency
Massachusetts
$37K +$183 +5 +0.5%
PK
656
Pflug Koory
Nebraska
$37K +$362 +10 +1%
EFSCE
657
Enterprise Financial Services Corp (EFSC)
Missouri
$37K +$12K +323 +48%
TCM
658
TD Capital Management
Tennessee
$33K +$1.82K +50 +6%
IWA
659
Intercontinental Wealth Advisors
Texas
$31K -$27K -750 -47%
BWL
660
Bogart Wealth LLC
Virginia
$31K +$22K +603 +244%
CFB
661
Cullen/Frost Bankers
Texas
$30K +$30K +808 New
SIM
662
Sonora Investment Management
Arizona
$29K +$29K +784 New
TRCT
663
Tower Research Capital (TRC)
New York
$29K +$29K +800 New
SHIM
664
Stone House Investment Management
Pennsylvania
$29K +$29K +802 New
LWANC
665
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K +$11.1K +300 +75%
WAM
666
Wakefield Asset Management
Colorado
$24K -$1.55M -42,821 -98%
BBA
667
Braun-Bostich & Associates
Pennsylvania
$24K
HR
668
Howe & Rusling
New York
$22K
PCFFS
669
Pacific Center for Financial Services
California
$20K
LYV
670
Live Your Vision
Pennsylvania
$20K +$20K +571 New
HCM
671
Horrell Capital Management
Arkansas
$18K
FMP
672
Financial Management Professionals
Texas
$18K
FPB
673
First PREMIER Bank
South Dakota
$18K
TFS
674
TrustCore Financial Services
Tennessee
$18K +$18K +500 New
WCM
675
Wealthcare Capital Management
Virginia
$17K