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iShares Preferred and Income Securities ETF

560 hedge funds and large institutions have $5.54B invested in iShares Preferred and Income Securities ETF in 2016 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 272 increasing their positions, 144 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 30

89% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 144

9% more capital invested

Capital invested by funds: $5.07B → $5.54B (+$472M)

6% more funds holding in top 10

Funds holding in top 10: 4851 (+3)

5% more funds holding

Funds holding: 532560 (+28)

0.57% less ownership

Funds ownership: 34.98%34.4% (-0.57%)

92% less call options, than puts

Call options by funds: $1.58M | Put options by funds: $20.8M

Holders
560
Holders Change
+28
Holders Change %
+5.26%
% of All Funds
14.95%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.36%
New
66
Increased
272
Reduced
144
Closed
30
Calls
$1.58M
Puts
$20.8M
Net Calls
-$19.2M
Net Calls Change
+$25M
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
76
KCM Investment Advisors
California
$9.77M +$208K +5,315 +2%
FBB
77
Fulton Breakefield Broenniman
Maryland
$9.75M +$239K +6,088 +3%
BWM
78
Braver Wealth Management
Massachusetts
$9.11M +$6.51M +166,028 +267%
YMRC
79
Yorktown Management & Research Company
Virginia
$8.78M -$102K -2,600 -1%
IA
80
IFP Advisors
Florida
$8.77M +$5.79M +147,827 +205%
CFA
81
Camarda Financial Advisors
Florida
$8.56M -$203K -5,174 -2%
AAM
82
Autus Asset Management
Arizona
$8.11M +$284K +7,259 +4%
CA
83
Cetera Advisors
Colorado
$8.1M +$351K +8,947 +5%
SPC
84
Sigma Planning Corp
Michigan
$8M -$2.73M -69,568 -26%
DWM
85
Dakota Wealth Management
Florida
$7.92M +$594K +15,162 +8%
NEIRG
86
New England Investment & Retirement Group
Massachusetts
$7.91M +$6.07K +155 +0.1%
SF
87
Synovus Financial
Georgia
$7.84M +$210K +5,365 +3%
WCM
88
Windsor Capital Management
Arizona
$7.81M +$902K +23,023 +13%
CAN
89
Cetera Advisor Networks
California
$7.53M +$362K +9,247 +5%
ACI
90
Alpha Cubed Investments
California
$7.49M +$420K +10,723 +6%
FWM
91
FFT Wealth Management
Pennsylvania
$7.26M +$76.4K +1,950 +1%
EMA
92
Efficient Market Advisors
California
$7.24M -$280K -7,143 -4%
BAM
93
Brave Asset Management
New Jersey
$7.24M +$98K +2,500 +1%
BWFA
94
Baltimore-Washington Financial Advisors
Maryland
$7.1M +$1.23M +31,440 +21%
WB
95
Webster Bank
Connecticut
$7M +$4.33M +110,599 +170%
PAG
96
Private Advisor Group
New Jersey
$6.62M +$1.55M +39,604 +31%
V
97
Veritable
Delaware
$6.54M -$232K -5,924 -3%
NA
98
Nottingham Advisors
New York
$6.42M -$59.5K -1,518 -0.9%
RFC
99
Regions Financial Corp
Alabama
$6.3M +$686K +17,512 +12%
QIM
100
Quest Investment Management
Oregon
$6.26M +$834K +21,285 +16%