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iShares Preferred and Income Securities ETF

835 hedge funds and large institutions have $5.99B invested in iShares Preferred and Income Securities ETF in 2019 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 321 increasing their positions, 241 reducing their positions, and 48 closing their positions.

Holders
835
Holders Change
+93
Holders Change %
+12.53%
% of All Funds
16.49%
Holding in Top 10
48
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+37.14%
% of All Funds
0.95%
New
152
Increased
321
Reduced
241
Closed
48
Calls
$3.38M
Puts
$75.3M
Net Calls
-$71.9M
Net Calls Change
+$207M
Name Holding Trade Value Shares
Change
Shares
Change %
BCA
101
Biltmore Capital Advisors
New Jersey
$8.03M -$219K -5,820 -3%
UIC
102
Uniplan Investment Counsel
Wisconsin
$7.94M +$924K +24,578 +13%
CCWA
103
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.9M +$3.06M +81,280 +63%
VFA
104
Voya Financial Advisors
Connecticut
$7.82M -$200K -5,346 -2%
Bank of New York Mellon
105
Bank of New York Mellon
New York
$7.79M -$5.06M -134,597 -39%
KWM
106
Keebeck Wealth Management
Illinois
$7.56M +$7.56M +201,057 New
CA
107
Cetera Advisors
Colorado
$7.46M -$383K -10,193 -5%
SFG
108
Sowa Financial Group
Rhode Island
$7.33M +$7.33M +194,991 New
HFRG
109
Houlihan Financial Resource Group
Virginia
$7.1M +$7.1M +188,802 New
WCM
110
Windsor Capital Management
Arizona
$6.95M -$35.3K -939 -0.5%
KOMWMG
111
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$6.95M +$6.95M +184,915 New
QWM
112
Quaker Wealth Management
New Jersey
$6.68M +$6.68M +177,794 New
FAAS
113
First Allied Advisory Services
California
$6.42M +$728K +19,306 +13%
CS
114
Credit Suisse
Switzerland
$6.38M -$12.5M -333,010 -66%
Franklin Resources
115
Franklin Resources
California
$6.33M +$3.2K +85 +0.1%
SDAM
116
Shulman DeMeo Asset Management
New York
$6.16M +$210K +5,573 +4%
FM
117
Family Management
New York
$5.91M +$760K +20,219 +15%
CWS
118
Cypress Wealth Services
California
$5.89M +$212K +5,649 +4%
GIM
119
Guild Investment Management
California
$5.83M +$5.57M +148,150 +2,147%
SWP
120
Stratos Wealth Partners
Ohio
$5.75M +$136K +3,628 +2%
PFS
121
Prospera Financial Services
Texas
$5.68M +$1.91M +50,692 +51%
PCM
122
Palouse Capital Management
Washington
$5.62M -$249K -6,630 -4%
DWM
123
Dakota Wealth Management
Florida
$5.59M -$73.9K -1,966 -1%
WDA
124
Wendell David Associates
New Hampshire
$5.54M -$377K -10,025 -6%
ClearBridge Investments
125
ClearBridge Investments
New York
$5.52M -$495K -13,100 -8%