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iShares Preferred and Income Securities ETF

691 hedge funds and large institutions have $6.27B invested in iShares Preferred and Income Securities ETF in 2018 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 241 increasing their positions, 268 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
-13
Holders Change %
-1.85%
% of All Funds
15.82%
Holding in Top 10
41
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.58%
% of All Funds
0.94%
New
53
Increased
241
Reduced
268
Closed
62
Calls
$2.07M
Puts
$54.4M
Net Calls
-$52.4M
Net Calls Change
+$3.11M
Name Holding Trade Value Shares
Change
Shares
Change %
CBB
51
Citizens Business Bank
California
$19.2M -$460K -12,394 -2%
WF
52
Welch & Forbes
Massachusetts
$19.1M +$832K +22,415 +5%
HNB
53
Huntington National Bank
Ohio
$18.3M -$17.9M
SPC
54
Sigma Planning Corp
Michigan
$18M +$7.42M +199,843 +70%
IC
55
Intersect Capital
California
$17.4M +$839K +22,602 +5%
ST
56
Smithfield Trust
Pennsylvania
$16.7M +$1.34M +36,150 +9%
MA
57
MUFG Americas
New York
$16.6M +$202K +5,431 +1%
EWM
58
Edge Wealth Management
New York
$16.5M +$1.24M +33,374 +8%
SFWA
59
Summit Financial Wealth Advisors
Louisiana
$15M +$4.12M +114,607 +38%
DJSG
60
D.J. St. Germain
Massachusetts
$14.2M +$1.93M +52,104 +16%
PAG
61
Private Advisor Group
New Jersey
$14.1M +$7.65M +206,141 +119%
BAM
62
Brave Asset Management
New Jersey
$13.8M +$13.2M +356,129 +2,508%
SCA
63
Stuart Chaussee & Associates
California
$13.7M -$191K -5,150 -1%
CWM
64
Cornerstone Wealth Management
Missouri
$13.6M +$1.66M +63,552 +14%
Citigroup
65
Citigroup
New York
$13.3M -$220K -5,938 -2%
HFA
66
High Falls Advisors
New York
$13.2M -$78.1K -2,103 -0.6%
NCM
67
Northside Capital Management
Oregon
$13.1M -$175K -4,716 -1%
SCI
68
Stableford Capital II
Arizona
$13.1M +$179K +4,814 +1%
BF
69
BOK Financial
Oklahoma
$13M -$949K -25,557 -7%
PWM
70
Patriot Wealth Management
Texas
$12.5M +$439K +11,813 +4%
ANTB
71
AMG National Trust Bank
Colorado
$12.5M +$1.21M +32,511 +11%
FA
72
FDx Advisors
Illinois
$12.3M -$1.3M -34,975 -10%
CCG
73
Chatham Capital Group
Georgia
$12.3M +$490K +13,200 +4%
FBB
74
Fulton Breakefield Broenniman
Maryland
$12.1M +$86.6K +2,333 +0.7%
DF
75
Donoghue Forlines
Massachusetts
$12M -$14M -377,147 -54%