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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 %
DAC
651
Dividend Assets Capital
South Carolina
$130K
CTB
652
Country Trust Bank
Illinois
$129K -$6.38K -170 -5%
SCA
653
Stonebridge Capital Advisors
Minnesota
$125K +$120K +3,216 +2,573%
JHCP
654
Jackson Hole Capital Partners
Oklahoma
$123K
PW
655
Price Wealth
Texas
$121K +$121K +3,219 New
MRCM
656
M&R Capital Management
New Jersey
$116K
DOA
657
D'Orazio & Associates
Virginia
$115K
WCM
658
Whitener Capital Management
North Carolina
$114K +$13.7K +368 +14%
CH
659
Canton Hathaway
Rhode Island
$113K -$4.82K -128 -4%
BEAM
660
Baker Ellis Asset Management
Washington
$113K
VFA
661
Valeo Financial Advisors
Indiana
$106K +$3.37K +90 +3%
PCTC
662
Perkins Coie Trust Company
Washington
$105K
GWAG
663
Garrett Wealth Advisory Group
Texas
$98.8K +$98.8K +2,631 New
ETI
664
Enterprise Trust & Investment
California
$95K
EW
665
Evoke Wealth
California
$93.8K +$93.8K +2,499 New
CFD
666
Creative Financial Designs
Indiana
$90K -$13.4K -360 -13%
Kayne Anderson Rudnick Investment Management
667
Kayne Anderson Rudnick Investment Management
California
$87K +$25.5K +678 +41%
GI
668
Gradient Investments
Minnesota
$85K
AWM
669
AllSquare Wealth Management
New York
$82K
WEC
670
Winslow Evans & Crocker
Massachusetts
$82K +$17K +452 +26%
TJHA
671
Thomas J. Herzfeld Advisors
Florida
$75K
PO
672
Private Ocean
California
$71K
BFEC
673
Benjamin F. Edwards & Company
Missouri
$70K +$5.81K +154 +9%
FRA
674
Front Row Advisors
California
$69K -$12K -321 -15%
BAM
675
BTS Asset Management
Massachusetts
$69K