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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
KIA
151
KCM Investment Advisors
California
$3.89M -$133K -3,600 -3%
HWA
152
HCR Wealth Advisors
California
$3.85M -$69.3K -1,881 -2%
CAM
153
Congress Asset Management
Massachusetts
$3.83M -$231K -6,276 -6%
NA
154
NewEdge Advisors
Louisiana
$3.81M +$104K +2,821 +3%
NFG
155
Noven Financial Group
Colorado
$3.77M +$61.7K +1,673 +2%
RA
156
RFG Advisory
Alabama
$3.74M +$652K +17,712 +21%
PGFC
157
Peapack-Gladstone Financial Corp
New Jersey
$3.7M -$62.4K -1,694 -2%
FNC
158
First National Corp
Massachusetts
$3.67M +$3.56M +96,618 +3,176%
CCWA
159
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.66M +$2.43M +65,975 +197%
RBFC
160
Roman Butler Fullerton & Co
Missouri
$3.65M +$1.05M +28,501 +40%
NEAM
161
New England Asset Management
Connecticut
$3.61M -$199K -5,400 -5%
MLM
162
Mount Lucas Management
Pennsylvania
$3.58M +$264K +7,159 +8%
SIC
163
Salem Investment Counselors
North Carolina
$3.55M +$3.55M +96,350 New
FDCDDQ
164
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.55M -$84.1K -2,282 -2%
IWS
165
Insight Wealth Strategies
California
$3.44M +$218K +5,924 +7%
SVWAG
166
Sound View Wealth Advisors Group
Georgia
$3.39M +$3.39M +91,985 New
ECM
167
Evergreen Capital Management
Washington
$3.38M +$221 +6 +0%
NC
168
NewSquare Capital
Pennsylvania
$3.37M +$180K +4,872 +6%
MCM
169
Manchester Capital Management
Vermont
$3.36M -$3.13K -85 -0.1%
BCI
170
Brinker Capital Investments
Pennsylvania
$3.36M +$74.4K +2,020 +2%
APA
171
American Portfolios Advisors
New York
$3.31M +$692K +18,778 +26%
HH
172
Hilltop Holdings
Texas
$3.31M +$641K +17,384 +24%
TCM
173
Traynor Capital Management
Pennsylvania
$3.28M +$626K +16,972 +24%
GWA
174
Guidant Wealth Advisors
Illinois
$3.28M -$32.1K -872 -1%
CS
175
Comerica Securities
Michigan
$3.27M +$188K +5,109 +6%