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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 %
CG
851
Cutler Group
California
-$495K -13,204 Closed
Fisher Asset Management
852
Fisher Asset Management
Washington
-$447K -11,912 Closed
AW
853
ACG Wealth
Georgia
-$402K -10,722 Closed
SWP
854
Strategic Wealth Partners
Ohio
-$326K -10,133 Closed
CA
855
Cumberland Advisors
Florida
-$299K -7,955 Closed
NFG
856
NewFocus Financial Group
Washington
-$284K -7,565 Closed
MFG
857
Merit Financial Group
Georgia
-$272K -7,245 Closed
BCP
858
Berkeley Capital Partners
Georgia
-$229K -6,100 Closed
SLF
859
Sun Life Financial
Ontario, Canada
-$225K -6,000 Closed
PAS
860
Partnervest Advisory Services
California
-$216K -5,768 Closed
IP
861
Intellectus Partners
California
-$211K -5,631 Closed
PCM
862
Peak Capital Management
Colorado
-$207K -5,539 Closed
B
863
Brightworth
Georgia
-$204K -5,446 Closed
STA
864
Summit Trail Advisors
New York
-$201K -5,325 Closed
QCIG
865
Quad-Cities Investment Group
Iowa
-$161K -4,292 Closed
PW
866
Price Wealth
Texas
-$121K -3,219 Closed
WCM
867
Whitener Capital Management
North Carolina
-$114K -3,062 Closed
GWAG
868
Garrett Wealth Advisory Group
Texas
-$98.8K -2,631 Closed
EW
869
Evoke Wealth
California
-$93.8K -2,499 Closed
CCM
870
Cribstone Capital Management
Maine
-$67K -1,784 Closed
FA
871
Financial Advantage
Maryland
-$40K -1,075 Closed
SB
872
Strategic Blueprint
Georgia
-$39K -1,050 Closed
LFG
873
Larson Financial Group
Missouri
-$25K -664 Closed
CPA
874
Capital Planning Advisors
California
-$21K -565 Closed
APSP
875
Asset Planning Services (Pennsylvania)
Pennsylvania
-$16K -437 Closed