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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.

Holders
560
Holders Change
+28
Holders Change %
+5.26%
% of All Funds
14.97%
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 Market Value Shares Shares
Change
Shares
Change %
FF
101
Friedenthal Financial
New Jersey
$6.26M 156,882 -358,592 -70%
PFS
102
Prospera Financial Services
Texas
$6.16M 154,347 +5,781 +4%
CT
103
Coastline Trust
Rhode Island
$5.94M 149,015 +2,816 +2%
Schroder Investment Management Group
104
Schroder Investment Management Group
United Kingdom
$5.89M 147,540
RIA
105
Regal Investment Advisors
Michigan
$5.88M 147,358 -1,623 -1%
KCM
106
Karp Capital Management
California
$5.79M 145,019 +81,548 +128%
SFWA
107
Summit Financial Wealth Advisors
Louisiana
$5.72M 143,334 +37,449 +35%
GWM
108
Geneos Wealth Management
Colorado
$5.71M 143,244 +15,147 +12%
BB
109
Bell Bank
North Dakota
$5.53M 138,583 +138,583 New
DJSG
110
D.J. St. Germain
Massachusetts
$5.46M 136,889 +7,110 +5%
JWBC
111
J.W. Burns & Co
New York
$5.43M 136,094 +5,658 +4%
BFC
112
Blue Fin Capital
Rhode Island
$5.37M 134,489 +8,036 +6%
Bessemer Group
113
Bessemer Group
New Jersey
$5.3M 132,777 +58,932 +80%
SIC
114
Salem Investment Counselors
North Carolina
$5.29M 132,650 +132,650 New
OLA
115
Oliver Luxxe Assets
New Jersey
$5.2M 130,231 -26,593 -17%
PFC
116
Phocas Financial Corp
California
$5.17M 129,639 +10,907 +9%
CRC
117
Curi RMB Capital
Illinois
$5.1M 127,759 -51,920 -29%
TYCC
118
Texas Yale Capital Corp
Florida
$4.98M 124,790 +27,675 +28%
JWM
119
Jacobus Wealth Management
Wisconsin
$4.95M 124,160 +505 +0.4%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$4.92M 123,224 -3,011 -2%
WF
121
Welch & Forbes
Massachusetts
$4.9M 122,896 +34,835 +40%
PWW
122
Pettyjohn Wood & White
Virginia
$4.9M 122,856 +7,920 +7%
MCM
123
Murphy Capital Management
New Jersey
$4.87M 122,008 -7,385 -6%
NAM
124
NTV Asset Management
West Virginia
$4.84M 121,210 +4,000 +3%
William Blair & Company
125
William Blair & Company
Illinois
$4.77M 119,684 +96,184 +409%