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iShares Preferred and Income Securities ETF

788 hedge funds and large institutions have $5B invested in iShares Preferred and Income Securities ETF in 2020 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 293 increasing their positions, 299 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
-47
Holders Change %
-5.63%
% of All Funds
17.41%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
1.33%
New
98
Increased
293
Reduced
299
Closed
133
Calls
$6.55M
Puts
$23.9M
Net Calls
-$17.4M
Net Calls Change
+$54.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$16.6M +$619K +19,429 +4%
FSC
52
Full Sail Capital
Oklahoma
$16.5M +$16.5M +481,639 New
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$14.8M -$453K -14,236 -3%
DF
54
Donoghue Forlines
Massachusetts
$14.8M -$11.9M -374,660 -45%
Stifel Financial
55
Stifel Financial
Missouri
$14.3M +$3.12M +97,948 +28%
BF
56
BOK Financial
Oklahoma
$13.9M +$1.54M +48,240 +12%
CBB
57
Citizens Business Bank
California
$13.9M +$1.16M +36,428 +9%
KWM
58
Keebeck Wealth Management
Illinois
$13.8M +$7.38M +231,943 +115%
CAN
59
Cetera Advisor Networks
California
$13.3M +$4.89M +153,712 +58%
CTB
60
Country Trust Bank
Illinois
$13.1M +$8.72M +273,811 +198%
HFA
61
High Falls Advisors
New York
$13.1M +$49.2K +1,544 +0.4%
Cohen & Steers
62
Cohen & Steers
New York
$12.3M +$11.9M +374,959 +3,414%
NAM
63
NorthCoast Asset Management
Connecticut
$12M +$4.26M +133,874 +55%
HNB
64
Huntington National Bank
Ohio
$11.6M -$13.1M
JIP
65
Jaffetilchin Investment Partners
Florida
$11.6M +$8.96M +281,372 +342%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$11.5M +$858K +26,954 +8%
PAG
67
Private Advisor Group
New Jersey
$11.5M -$762K -23,929 -6%
MA
68
MUFG Americas
New York
$11.5M -$529K -16,629 -4%
SI
69
Stephens Inc
Arkansas
$11.2M -$13.3M -417,736 -54%
FHB
70
First Hawaiian Bank
Hawaii
$11.1M -$20.1K -631 -0.2%
ANTB
71
AMG National Trust Bank
Colorado
$11M +$165K +5,192 +2%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$11M -$593K -19,584 -5%
WWM
73
Willingdon Wealth Management
North Carolina
$11M -$241K -7,561 -2%
WBG
74
Wharton Business Group
Pennsylvania
$10.7M -$1.71M -53,640 -14%
PMAM
75
Penn Mutual Asset Management
Pennsylvania
$10.4M +$10.4M +326,000 New