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iShares Preferred and Income Securities ETF

788 hedge funds and large institutions have $5B invested in iShares Preferred and Income Securities ETF in 2020 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 293 increasing their positions, 299 reducing their positions, and 133 closing their positions.

Holders
788
Holders Change
-47
Holders Change %
-5.63%
% of All Funds
17.41%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
1.33%
New
98
Increased
293
Reduced
299
Closed
133
Calls
$6.55M
Puts
$23.9M
Net Calls
-$17.4M
Net Calls Change
+$54.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FNT
101
First National Trust
Pennsylvania
$6.69M +$2.57M +80,641 +62%
FNC
102
First National Corp
Massachusetts
$6.4M -$9.12M -55,555 -59%
OIA
103
OneDigital Investment Advisors
Kansas
$6.39M -$1.51M -46,567 -19%
BUB
104
BBVA USA Bancshares
Texas
$6.34M +$2.92M +91,789 +86%
HFRG
105
Houlihan Financial Resource Group
Virginia
$6.09M +$75.9K +2,384 +1%
PI
106
PineBridge Investments
New York
$5.93M +$5.89M +184,964 +13,721%
KFGK
107
Keystone Financial Group (Kentucky)
Kentucky
$5.9M +$4.53M +142,383 +333%
WCM
108
Windsor Capital Management
Arizona
$5.83M -$56.6K -1,778 -1%
AIA
109
Angeles Investment Advisors
California
$5.79M +$1.08M +31,125 +23%
QWM
110
Quaker Wealth Management
New Jersey
$5.73M +$71K +2,231 +1%
WDA
111
Wendell David Associates
New Hampshire
$5.55M +$849K +26,675 +18%
SP
112
Symmetry Partners
Connecticut
$5.48M +$1.06M +33,183 +24%
BCA
113
Biltmore Capital Advisors
New Jersey
$5.46M -$1.34M -41,972 -20%
SWP
114
Stratos Wealth Partners
Ohio
$5.45M +$578K +18,140 +12%
Franklin Resources
115
Franklin Resources
California
$5.41M +$43.7K +1,371 +0.8%
EH
116
Equitable Holdings
New York
$5.38M +$3.89M +122,037 +261%
TCPWM
117
Traverso Chambers Private Wealth Management
California
$5.35M -$2.99M -93,949 -36%
APA
118
American Portfolios Advisors
New York
$5.33M +$2.06M +64,593 +63%
BRWA
119
B. Riley Wealth Advisors
Florida
$5.17M +$3.06M +96,144 +145%
AWS
120
Arkfeld Wealth Strategies
Nebraska
$5.16M +$2.6M +81,549 +101%
SFP
121
Shepherd Financial Partners
Massachusetts
$5.09M +$532K +16,717 +12%
CWS
122
Cypress Wealth Services
California
$5.07M +$88K +2,763 +2%
ClearBridge Investments
123
ClearBridge Investments
New York
$5.01M +$356K +11,167 +8%
SDAM
124
Shulman DeMeo Asset Management
New York
$4.96M -$253K -7,952 -5%
JG
125
Jefferies Group
New York
$4.95M +$3.94M +123,677 +390%