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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 %
Bank of New York Mellon
151
Bank of New York Mellon
New York
$4.89M +$219K +6,018 +5%
MBT
152
Montecito Bank & Trust
California
$4.87M +$2.49M +68,251 +104%
SWP
153
Stratos Wealth Partners
Ohio
$4.8M -$221K -6,051 -4%
JGIA
154
Jackson Grant Investment Advisers
Connecticut
$4.79M -$111K -3,048 -2%
Neuberger Berman Group
155
Neuberger Berman Group
New York
$4.77M +$3.37M +92,450 +240%
Fiera Capital (Canada)
156
Fiera Capital (Canada)
Quebec, Canada
$4.75M +$213K +5,849 +5%
RA
157
RFG Advisory
Alabama
$4.74M +$103K +2,825 +2%
PGFC
158
Peapack-Gladstone Financial Corp
New Jersey
$4.67M +$489K +13,420 +12%
PCIA
159
Prime Capital Investment Advisors
Kansas
$4.6M +$124K +3,400 +3%
Lido Advisors
160
Lido Advisors
California
$4.57M +$1.35M +37,067 +42%
VFA
161
Voya Financial Advisors
Connecticut
$4.48M -$574K -15,716 -11%
DWM
162
Dakota Wealth Management
Florida
$4.44M -$286K -7,838 -6%
ISWM
163
Independent Solutions Wealth Management
New York
$4.4M +$677K +18,573 +18%
APA
164
American Portfolios Advisors
New York
$4.33M +$473K +12,966 +12%
PCM
165
Palouse Capital Management
Washington
$4.32M -$1M -27,551 -19%
BAM
166
Brave Asset Management
New Jersey
$4.32M +$1.96M +53,723 +83%
HFG
167
Heron Financial Group
New York
$4.26M -$191K -5,204 -4%
Asset Management One
168
Asset Management One
Japan
$4.26M -$58K -1,591 -1%
WC
169
Whitney & Co
New York
$4.21M -$121K -3,327 -3%
CAM
170
Cresset Asset Management
Illinois
$4.07M -$1.88M -51,447 -32%
DSC
171
Duncker Streett & Co
Missouri
$4.05M -$56.9K -1,562 -1%
HWM
172
Howard Wealth Management
Connecticut
$4.02M -$401K -11,007 -9%
MPWT
173
MassMutual Private Wealth & Trust
Connecticut
$4M +$611K +16,777 +18%
IAS
174
IMA Advisory Services
Colorado
$3.98M +$28.8K +791 +0.7%
HWA
175
HCR Wealth Advisors
California
$3.96M +$110K +3,024 +3%