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iShares Preferred and Income Securities ETF

813 hedge funds and large institutions have $6.52B invested in iShares Preferred and Income Securities ETF in 2020 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 340 increasing their positions, 265 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
+12
Holders Change %
+1.5%
% of All Funds
16.45%
Holding in Top 10
46
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.17%
% of All Funds
0.93%
New
82
Increased
340
Reduced
265
Closed
60
Calls
$12M
Puts
$31.1M
Net Calls
-$19.1M
Net Calls Change
-$19.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WDA
126
Wendell David Associates
New Hampshire
$6.29M +$14.6K +400 +0.2%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$6.23M +$709K +19,438 +13%
ClearBridge Investments
128
ClearBridge Investments
New York
$6.17M +$365K +10,000 +6%
Franklin Resources
129
Franklin Resources
California
$6.13M -$210K -5,750 -3%
WCAMG
130
Woodard & Company Asset Management Group
North Carolina
$6.03M -$2.63M -72,023 -30%
AWS
131
Arkfeld Wealth Strategies
Nebraska
$5.91M +$27.2K +744 +0.5%
ACA
132
Atlas Capital Advisors
Wyoming
$5.74M +$1.56M +42,703 +37%
PIA
133
Powell Investment Advisors
Florida
$5.59M +$222K +6,095 +4%
HIM
134
Hanlon Investment Management
New Jersey
$5.54M +$5.54M +151,861 New
SDAM
135
Shulman DeMeo Asset Management
New York
$5.46M -$10.6K -292 -0.2%
FAAS
136
First Allied Advisory Services
California
$5.44M +$233K +6,402 +4%
GWM
137
Geneos Wealth Management
Colorado
$5.35M +$45.3K +1,252 +0.9%
BCWM
138
Bartlett & Co Wealth Management
Ohio
$5.29M +$287K +7,881 +6%
BC
139
Bartlett & Co
Ohio
$5.29M +$287K +7,881 +6%
HVIA
140
Hudson Valley Investment Advisors
New York
$5.28M +$187K +5,131 +4%
PI
141
Parkside Investments
Illinois
$5.25M +$2.02M +55,305 +62%
IWA
142
IBEX Wealth Advisors
New Jersey
$5.2M +$125K +3,430 +2%
Voloridge Investment Management
143
Voloridge Investment Management
Florida
$5.17M +$3.17M +87,071 +159%
KOMWMG
144
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.09M +$136K +3,724 +3%
RBFC
145
Roman Butler Fullerton & Co
Missouri
$4.99M -$55K -1,510 -1%
KIA
146
KCM Investment Advisors
California
$4.97M -$529K -14,501 -10%
HHRDM
147
H&H Retirement Design & Management
Nevada
$4.97M +$1.86M +51,110 +60%
SIAP
148
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.94M +$5.83K +160 +0.1%
BFC
149
Blue Fin Capital
Rhode Island
$4.91M +$46.9K +1,287 +1%
SWIG
150
Strategic Wealth Investment Group
Kentucky
$4.9M +$538K +14,759 +12%