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iShares Preferred and Income Securities ETF

835 hedge funds and large institutions have $5.99B invested in iShares Preferred and Income Securities ETF in 2019 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 321 increasing their positions, 241 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+93
Holders Change %
+12.53%
% of All Funds
16.49%
Holding in Top 10
48
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+37.14%
% of All Funds
0.95%
New
152
Increased
321
Reduced
241
Closed
48
Calls
$3.38M
Puts
$75.3M
Net Calls
-$71.9M
Net Calls Change
+$207M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
676
Darwin Wealth Management
Florida
$221K +$221K +5,869 New
LIM
677
Leavell Investment Management
Alabama
$220K -$20.3K -540 -8%
CAAS
678
Capital Asset Advisory Services
Michigan
$220K +$220K +5,751 New
VHAM
679
Van Hulzen Asset Management
California
$219K -$2.85K -76 -1%
MPW
680
Monterey Private Wealth
California
$219K +$219K +5,832 New
AT
681
Arden Trust
Delaware
$218K
H
682
HoyleCohen
California
$218K +$5.64K +150 +3%
PAM
683
Palisade Asset Management
Minnesota
$217K
PWP
684
Personal Wealth Partners
Minnesota
$215K -$511K -13,588 -70%
PWSG
685
Pacific Wealth Strategies Group
California
$215K
SCA
686
Stonebridge Capital Advisors
Minnesota
$215K +$89.7K +2,390 +72%
9WM
687
9258 Wealth Management
Ohio
$214K +$214K +5,691 New
SCI
688
Stableford Capital II
Arizona
$213K -$63.9K -1,700 -23%
FIM
689
Fernwood Investment Management
Massachusetts
$212K
CAS
690
Cascadia Advisory Services
Oregon
$211K +$211K +5,622 New
LWM
691
Liberty Wealth Management
California
$210K +$1.01K +27 +0.5%
LFG
692
LifePlan Financial Group
Ohio
$207K -$3.83K -102 -2%
DWT
693
Dorsey & Whitney Trust
South Dakota
$207K
FAM
694
Formidable Asset Management
Ohio
$207K +$4.08K +108 +2%
AC
695
Avestar Capital
New York
$207K +$207K +5,508 New
Mitsubishi UFJ Trust & Banking
696
Mitsubishi UFJ Trust & Banking
Japan
$207K +$207K +5,510 New
GKWIM
697
Gerber Kawasaki Wealth & Investment Management
California
$206K +$206K +5,500 New
WHG
698
Westwood Holdings Group
Texas
$205K -$456K -12,125 -69%
FNBOH
699
First National Bank of Hutchinson
Kansas
$205K
OC
700
Oakworth Capital
Alabama
$204K