PFF icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
Wolverine Trading
126
Wolverine Trading
Illinois
$4.88M +$2.03M +63,905 +71%
KOMWMG
127
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.87M -$1.02M -32,061 -17%
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$4.79M +$581K +18,245 +14%
PCM
129
Palouse Capital Management
Washington
$4.74M -$19.5K -611 -0.4%
BFC
130
Blue Fin Capital
Rhode Island
$4.62M +$257K +8,059 +6%
VFA
131
Voya Financial Advisors
Connecticut
$4.6M -$2.05M -64,380 -31%
FAAS
132
First Allied Advisory Services
California
$4.6M -$828K -26,005 -15%
SAG
133
Spotlight Asset Group
Illinois
$4.57M -$154K -4,848 -3%
PIA
134
Powell Investment Advisors
Florida
$4.51M -$70.5K -2,214 -2%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$4.5M -$3M -94,229 -40%
WC
136
Whitney & Co
New York
$4.48M +$130K +4,096 +3%
HFG
137
Heron Financial Group
New York
$4.45M -$224K -6,620 -5%
GCA
138
Greenwood Capital Associates
South Carolina
$4.44M +$754K +23,690 +20%
HVIA
139
Hudson Valley Investment Advisors
New York
$4.42M +$264K +8,293 +6%
Manulife (Manufacturers Life Insurance)
140
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.37M +$3.66M +114,801 +510%
BCWM
141
Bartlett & Co Wealth Management
Ohio
$4.25M -$114K -3,578 -3%
BC
142
Bartlett & Co
Ohio
$4.25M +$4.25M +133,609 New
CAM
143
Cresset Asset Management
Illinois
$4.22M +$138K +4,321 +3%
RBFC
144
Roman Butler Fullerton & Co
Missouri
$4.21M +$1M +31,531 +31%
Bank of New York Mellon
145
Bank of New York Mellon
New York
$4.2M -$2.4M -75,250 -36%
DWM
146
Dakota Wealth Management
Florida
$4.18M -$558K -17,518 -12%
SWIG
147
Strategic Wealth Investment Group
Kentucky
$4.15M +$551K +17,300 +15%
SIAP
148
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.09M +$21.4K +671 +0.5%
IWA
149
IBEX Wealth Advisors
New Jersey
$4.06M +$143K +4,501 +4%
KIA
150
KCM Investment Advisors
California
$4.04M +$1.06M +33,306 +36%