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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 %
HI
776
Human Investing
Oregon
$34K +$20.3K +535 +147%
HI
777
Hudock Inc
Pennsylvania
$29K
TL
778
TrueWealth LLC
Georgia
$28K
VRM
779
Vectors Research Management
New York
$28K +$22.4K +600 +400%
AAMA
780
Advanced Asset Management Advisors
Ohio
$27K +$27K +715 New
ACM
781
Anfield Capital Management
California
$26K +$26K +669 New
PA
782
PSI Advisors
Florida
$26K +$26K +708 New
SWA
783
Sutton Wealth Advisors
Florida
$25.2K
LWANC
784
Laurel Wealth Advisors (North Carolina)
North Carolina
$25K
IFWM
785
Institute for Wealth Management
Colorado
$25K +$25K +664 New
BBA
786
Braun-Bostich & Associates
Pennsylvania
$25K +$25K +669 New
AIM
787
Anchor Investment Management
South Carolina
$24.4K
SIA
788
SeaBridge Investment Advisors
New Jersey
$24K
HCA
789
Horan Capital Advisors
Ohio
$24K +$12.9K +350 +117%
FCM
790
Firestone Capital Management
Florida
$23K +$23K +600 New
AC
791
AlphaCore Capital
California
$22K +$22K +589 New
HCM
792
Horrell Capital Management
Arkansas
$19K
FMP
793
Financial Management Professionals
Texas
$19K
TWP
794
TFO Wealth Partners
Ohio
$18K +$18K +492 New
GFPC
795
Global Financial Private Client
Florida
$17.3K +$17.3K +461 New
WCM
796
Wealthcare Capital Management
Virginia
$17K
EWM
797
EPG Wealth Management
Georgia
$16K +$16K +414 New
Toronto Dominion Bank
798
Toronto Dominion Bank
Ontario, Canada
$16K +$16K +427 New
IWA
799
Intercontinental Wealth Advisors
Texas
$15K -$18.9K -480 -56%
GWMIA
800
Global Wealth Management Investment Advisory
Florida
$15K +$3.61K +97 +32%