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iShares Preferred and Income Securities ETF

632 hedge funds and large institutions have $6.85B invested in iShares Preferred and Income Securities ETF in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 282 increasing their positions, 205 reducing their positions, and 39 closing their positions.

Holders
632
Holders Change
Holders Change %
0%
% of All Funds
15.78%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
1.2%
New
48
Increased
282
Reduced
205
Closed
39
Calls
$3M
Puts
$26M
Net Calls
-$23M
Net Calls Change
+$14.5M
Name Market Value Shares Shares
Change
Shares
Change %
GWM
101
Geneos Wealth Management
Colorado
$8.61M 219,828 +7,103 +3%
KIA
102
KCM Investment Advisors
California
$8.56M 218,488 -18,088 -8%
WCM
103
Windsor Capital Management
Arizona
$8.37M 213,716 +2,226 +1%
Asset Management One
104
Asset Management One
Japan
$8.3M 211,900
TNBTD
105
Trustmark National Bank Trust Department
Mississippi
$8.19M 209,211 -441,509 -68%
IAS
106
IMA Advisory Services
Colorado
$8.19M 209,017 -4,644 -2%
DWM
107
Dakota Wealth Management
Florida
$8.01M 204,480 +1,496 +0.7%
VFA
108
Voya Financial Advisors
Connecticut
$7.99M 204,456 +37,095 +22%
SGAM
109
Steinberg Global Asset Management
Florida
$7.85M 200,486 +2,718 +1%
CAN
110
Cetera Advisor Networks
California
$7.75M 196,819 +8,534 +5%
RIA
111
Regal Investment Advisors
Michigan
$7.72M 197,056 +5,117 +3%
NR
112
Newfound Research
Massachusetts
$7.5M 191,444 +76,882 +67%
SCA
113
Stuart Chaussee & Associates
California
$7.32M 186,738 +186,738 New
QFA
114
Quattro Financial Advisors
Texas
$7.24M 184,726 -46,448 -20%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$6.89M 175,892 -3,849 -2%
OIA
116
OneDigital Investment Advisors
Kansas
$6.8M 173,525 +173,525 New
TYCC
117
Texas Yale Capital Corp
Florida
$6.21M 158,531 +879 +0.6%
Balyasny Asset Management
118
Balyasny Asset Management
Illinois
$6.17M 157,500 -55,000 -26%
JWM
119
Jacobus Wealth Management
Wisconsin
$6.11M 156,081 +1,290 +0.8%
SIAP
120
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.07M 155,068 +425 +0.3%
FNT
121
First National Trust
Pennsylvania
$6.01M 153,451 -397,131 -72%
BFC
122
Blue Fin Capital
Rhode Island
$5.95M 151,873 -7,156 -4%
BCM
123
Brookstone Capital Management
Illinois
$5.89M 150,331 +44,630 +42%
DJSG
124
D.J. St. Germain
Massachusetts
$5.74M 146,462 +8,435 +6%
PCM
125
Palouse Capital Management
Washington
$5.69M 145,263 -234 -0.2%