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 %
JGIA
151
Jackson Grant Investment Advisers
Connecticut
$4.04M -$474K -14,875 -10%
CG
152
Colony Group
Massachusetts
$4.03M -$313K -9,843 -7%
AWM
153
Altus Wealth Management
Kentucky
$4.03M +$97.3K +3,057 +2%
RA
154
RFG Advisory
Alabama
$4.01M +$49.7K +1,562 +1%
HWM
155
Howard Wealth Management
Connecticut
$4M -$95.8K -3,009 -2%
Fiera Capital (Canada)
156
Fiera Capital (Canada)
Quebec, Canada
$3.97M +$271K +8,498 +7%
PCIA
157
Prime Capital Investment Advisors
Kansas
$3.91M -$33K -1,036 -0.8%
Susquehanna International Group
158
Susquehanna International Group
Pennsylvania
$3.87M +$3.87M +121,631 New
BI
159
Ballast Inc
Kentucky
$3.85M +$117K +3,682 +3%
NCP
160
NexWave Capital Partners
New York
$3.82M +$3.82M +120,000 New
Asset Management One
161
Asset Management One
Japan
$3.77M -$343K -10,781 -8%
IAS
162
IMA Advisory Services
Colorado
$3.77M -$652K -20,466 -15%
AMG
163
Advisors Management Group
Wisconsin
$3.75M +$299K +9,386 +9%
VWM
164
Venturi Wealth Management
Texas
$3.71M +$3.71M +116,519 New
ACA
165
Atlas Capital Advisors
Wyoming
$3.69M -$731K -22,953 -17%
HH
166
Hilltop Holdings
Texas
$3.67M +$212K +6,652 +6%
DSC
167
Duncker Streett & Co
Missouri
$3.6M +$67.3K +2,113 +2%
SCI
168
Stableford Capital II
Arizona
$3.58M +$3.4M +106,687 +1,881%
DJSG
169
D.J. St. Germain
Massachusetts
$3.54M -$139K -4,373 -4%
BBVA
170
Banco Bilbao Vizcaya Argentaria
Spain
$3.52M -$35K -1,100 -1%
MCM
171
MV Capital Management
Maryland
$3.48M -$356K -11,176 -9%
JWBC
172
J.W. Burns & Co
New York
$3.43M +$193K +6,052 +6%
HSBC Holdings
173
HSBC Holdings
United Kingdom
$3.42M -$211K -6,632 -6%
FP
174
Fiduciary Planning
Florida
$3.42M +$3.42M +107,369 New
HWA
175
HCR Wealth Advisors
California
$3.4M +$20.3K +653 +0.6%