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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 %
SCA
876
Stonebridge Capital Advisors
Minnesota
-$215K -5,731 Closed
PWSG
877
Pacific Wealth Strategies Group
California
-$215K -5,719 Closed
PWP
878
Personal Wealth Partners
Minnesota
-$215K -5,719 Closed
9WM
879
9258 Wealth Management
Ohio
-$214K -5,691 Closed
FIM
880
Fernwood Investment Management
Massachusetts
-$212K -5,636 Closed
Mitsubishi UFJ Trust & Banking
881
Mitsubishi UFJ Trust & Banking
Japan
-$207K -5,510 Closed
DWT
882
Dorsey & Whitney Trust
South Dakota
-$207K -5,488 Closed
FAM
883
Formidable Asset Management
Ohio
-$207K -5,482 Closed
WHG
884
Westwood Holdings Group
Texas
-$205K -5,450 Closed
FNBOH
885
First National Bank of Hutchinson
Kansas
-$205K -5,449 Closed
HCA
886
Harbour Capital Advisors
Virginia
-$201K -5,350 Closed
CWM
887
Cornerstone Wealth Management
Missouri
-$200K -5,315 Closed
VC
888
Vestor Capital
Illinois
-$162K -4,310 Closed
FIB
889
First Interstate Bank
Montana
-$137K -3,650 Closed
BCI
890
Brinker Capital Investments
Pennsylvania
-$127K -3,381 Closed
BEAM
891
Baker Ellis Asset Management
Washington
-$113K -3,000 Closed
EP
892
Eudaimonia Partners
Tennessee
-$113K -2,996 Closed
TCWM
893
Total Clarity Wealth Management
Illinois
-$105K -2,780 Closed
CLOS
894
Compagnie Lombard Odier SCmA
Switzerland
-$101K -2,700 Closed
TJHA
895
Thomas J. Herzfeld Advisors
Florida
-$75K -2,000 Closed
CBT
896
Central Bank & Trust
Kentucky
-$73K -1,952 Closed
WEC
897
Winslow Evans & Crocker
Massachusetts
-$70K -1,854 Closed
TFA
898
Tobias Financial Advisors
Florida
-$63K -1,702 Closed
SIM
899
Sonora Investment Management
Arizona
-$63K -1,682 Closed
CL
900
Cabana LLC
Arkansas
-$58K -1,552 Closed