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iShares Preferred and Income Securities ETF

711 hedge funds and large institutions have $5.09B invested in iShares Preferred and Income Securities ETF in 2019 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 253 increasing their positions, 264 reducing their positions, and 63 closing their positions.

Holders
711
Holders Change
+20
Holders Change %
+2.89%
% of All Funds
15.41%
Holding in Top 10
40
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.11%
% of All Funds
0.87%
New
95
Increased
253
Reduced
264
Closed
63
Calls
$19M
Puts
$340M
Net Calls
-$321M
Net Calls Change
-$292M
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
101
Sigma Planning Corp
Michigan
$6.96M -$5.98M -163,524 -46%
OIA
102
OneDigital Investment Advisors
Kansas
$6.87M +$752K +20,531 +12%
DJSG
103
D.J. St. Germain
Massachusetts
$6.43M -$5.19M -142,096 -45%
LFAS
104
Level Four Advisory Services
Texas
$6.39M -$283K -7,753 -4%
BCM
105
Brookstone Capital Management
Illinois
$6.25M +$1.45M +39,681 +30%
MBTD
106
Mechanics Bank - Trust Department
California
$6.01M -$592K -16,205 -9%
FAAS
107
First Allied Advisory Services
California
$5.95M -$710K -19,426 -11%
Franklin Resources
108
Franklin Resources
California
$5.93M -$97.5K -2,668 -2%
FNT
109
First National Trust
Pennsylvania
$5.81M -$270K -7,389 -4%
BCA
110
Biltmore Capital Advisors
New Jersey
$5.72M +$5.72M +156,473 New
RIM
111
Redwood Investment Management
Arizona
$5.71M +$5.71M +156,271 New
WDA
112
Wendell David Associates
New Hampshire
$5.65M +$2.2M +60,275 +64%
SDAM
113
Shulman DeMeo Asset Management
New York
$5.58M +$5.58M +152,552 New
DWM
114
Dakota Wealth Management
Florida
$5.55M -$3.21M -87,761 -37%
Asset Management One
115
Asset Management One
Japan
$5.51M -$76.8K -2,100 -1%
MWP
116
MYCIO Wealth Partners
Pennsylvania
$5.51M +$217K +5,938 +4%
PCM
117
Palouse Capital Management
Washington
$5.29M +$310K +8,477 +6%
PAS
118
Park Avenue Securities
New York
$5.28M +$5.28M +144,410 New
PWPCM
119
Perella Weinberg Partners Capital Management
New York
$5.28M +$5.28M +144,446 New
FIM
120
Foresters Investment Management
New York
$5.28M +$439K +12,000 +9%
PIMG
121
Patriot Investment Management Group
Tennessee
$5.21M +$5.21M +142,536 New
ClearBridge Investments
122
ClearBridge Investments
New York
$5.16M +$18.3K +500 +0.4%
LFPWM
123
Leicht Financial Planning & Wealth Management
New Jersey
$5.16M +$1.87M +51,097 +57%
CC
124
Centiva Capital
New York
$5.12M +$5.12M +140,000 New
SWP
125
Stratos Wealth Partners
Ohio
$5.11M +$132K +3,602 +3%