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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 %
HFA
751
HC Financial Advisors
California
$10K +$10K +312 New
TPWA
752
TRUE Private Wealth Advisors
Oregon
$9K
VCM
753
Versant Capital Management
Arizona
$9K
QI
754
QS Investors
New York
$9K +$1.6K +49 +22%
SC
755
Stratford Consulting
Texas
$8K
HIM
756
HawsGoodwin Investment Management
Tennessee
$8K
QCG
757
Quadrant Capital Group
Ohio
$8K +$8K +266 New
BMM
758
Berkshire Money Management
Massachusetts
$8K +$8K +266 New
S
759
SignatureFD
Georgia
$6K -$64.2K -1,980 -91%
PCA
760
Providence Capital Advisors
North Carolina
$6K -$32.5K -1,074 -84%
MI
761
Markston International
New York
$6K
FGAM
762
Financial Gravity Asset Management
Texas
$5.15K -$74.7K -2,368 -94%
HFM
763
Hartford Financial Management
Connecticut
$5K -$3.18K -110 -39%
HDIM
764
Hanson & Doremus Investment Management
Vermont
$5K
TFA
765
Toth Financial Advisory
Virginia
$5K
QAM
766
QCI Asset Management
New York
$5K
PA
767
Procyon Advisors
Connecticut
$5K +$5K +151 New
WA
768
WestEnd Advisors
North Carolina
$4.23K +$159 +5 +4%
MF
769
Manchester Financial
California
$4K -$25.9K -810 -87%
TL
770
TrueWealth LLC
Georgia
$4K -$19.9K -622 -83%
LSA
771
Lion Street Advisors
Texas
$4K +$4K +118 New
OSAM
772
O'Shaughnessy Asset Management
Connecticut
$4K +$4K +131 New
DCM
773
Davidson Capital Management
Texas
$4K +$4K +131 New
GWMIA
774
Global Wealth Management Investment Advisory
Florida
$3K -$12.1K -323 -80%
LF
775
Lee Financial
Texas
$3K