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iShares Preferred and Income Securities ETF

725 hedge funds and large institutions have $5.38B invested in iShares Preferred and Income Securities ETF in 2019 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 302 increasing their positions, 233 reducing their positions, and 49 closing their positions.

Holders
725
Holders Change
+14
Holders Change %
+1.97%
% of All Funds
15.77%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.74%
New
78
Increased
302
Reduced
233
Closed
49
Calls
$4.57M
Puts
$162M
Net Calls
-$158M
Net Calls Change
+$164M
Name Market Value Shares Shares
Change
Shares
Change %
SFP
101
Shepherd Financial Partners
Massachusetts
$6.91M 187,487 +125,324 +202%
SPC
102
Sigma Planning Corp
Michigan
$6.8M 184,394 -6,036 -3%
LFAS
103
Level Four Advisory Services
Texas
$6.62M 179,744 +4,835 +3%
Franklin Resources
104
Franklin Resources
California
$6.29M 170,771 +8,459 +5%
OIA
105
OneDigital Investment Advisors
Kansas
$5.88M 159,470 -28,234 -15%
MBTD
106
Mechanics Bank - Trust Department
California
$5.87M 159,408 -5,092 -3%
BCM
107
Brookstone Capital Management
Illinois
$5.82M 157,868 -13,192 -8%
WDA
108
Wendell David Associates
New Hampshire
$5.77M 156,480 +1,900 +1%
SDAM
109
Shulman DeMeo Asset Management
New York
$5.7M 154,693 +2,141 +1%
LFPWM
110
Leicht Financial Planning & Wealth Management
New Jersey
$5.63M 152,891 +11,718 +8%
FAAS
111
First Allied Advisory Services
California
$5.61M 152,231 -10,689 -7%
PCM
112
Palouse Capital Management
Washington
$5.61M 152,107 +7,447 +5%
DWM
113
Dakota Wealth Management
Florida
$5.58M 151,386 -389 -0.3%
FNT
114
First National Trust
Pennsylvania
$5.52M 149,690 -9,196 -6%
BCA
115
Biltmore Capital Advisors
New Jersey
$5.51M 149,526 -6,947 -4%
ClearBridge Investments
116
ClearBridge Investments
New York
$5.45M 147,780 +6,500 +5%
MWP
117
MYCIO Wealth Partners
Pennsylvania
$5.34M 144,884 -5,762 -4%
FIM
118
Foresters Investment Management
New York
$5.32M 144,400
SWP
119
Stratos Wealth Partners
Ohio
$5.19M 140,789 +1,111 +0.8%
IAS
120
IMA Advisory Services
Colorado
$5.17M 140,318 +4,222 +3%
OMC
121
Old Mission Capital
Illinois
$5.17M 140,304 +140,304 New
CWS
122
Cypress Wealth Services
California
$5.15M 139,678 +4,287 +3%
BFC
123
Blue Fin Capital
Rhode Island
$5.08M 137,749 +17,761 +15%
Asset Management One
124
Asset Management One
Japan
$5.06M 137,400 -13,300 -9%
PIMG
125
Patriot Investment Management Group
Tennessee
$5.06M 137,270 -5,266 -4%