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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 %
Sumitomo Mitsui Trust Group
801
Sumitomo Mitsui Trust Group
Japan
-$5.17M -137,551 Closed
FA
802
FDx Advisors
Illinois
-$4.74M -126,075 Closed
VCM
803
Virtue Capital Management
Tennessee
-$3.88M -103,240 Closed
JWCA
804
J.W. Cole Advisors
Florida
-$3.52M -93,747 Closed
Capstone Investment Advisors
805
Capstone Investment Advisors
New York
-$3.51M -93,339 Closed
MLM
806
Mount Lucas Management
Pennsylvania
-$3.5M -92,972 Closed
MCM
807
Manchester Capital Management
Vermont
-$3.43M -91,136 Closed
FI
808
FormulaFolio Investments
Michigan
-$3.24M -86,067 Closed
MWP
809
MYCIO Wealth Partners
Pennsylvania
-$3.1M -82,503 Closed
CWG
810
Cornerstone Wealth Group
North Carolina
-$2.85M -75,732 Closed
ZIM
811
Zacks Investment Management
Illinois
-$2.76M -73,514 Closed
ECM
812
ETrade Capital Management
Virginia
-$2.38M -63,177 Closed
CWM
813
Cordatus Wealth Management
Pennsylvania
-$2.19M -58,156 Closed
IAA
814
Independent Advisor Alliance
North Carolina
-$1.97M -52,293 Closed
VAS
815
Valicenti Advisory Services
New York
-$1.96M -52,000 Closed
AFG
816
Affinia Financial Group
Massachusetts
-$1.9M -50,239 Closed
PCM
817
Price Capital Management
Louisiana
-$1.88M -50,000 Closed
BFP
818
Briaud Financial Planning
Texas
-$1.87M -49,738 Closed
HW
819
Hancock Whitney
Mississippi
-$1.69M -45,038 Closed
Macquarie Group
820
Macquarie Group
Australia
-$1.65M -43,775 Closed
NEAM
821
New England Asset Management
Connecticut
-$1.57M -41,880 Closed
HI
822
Horizon Investments
North Carolina
-$1.54M -40,940 Closed
FWM
823
Fairhaven Wealth Management
Illinois
-$1.38M -36,591 Closed
NR
824
Newfound Research
Massachusetts
-$1.31M -34,826 Closed
CCM
825
Crabel Capital Management
California
-$1.29M -34,190 Closed