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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 %
CCMW
176
Cypress Capital Management (Wyoming)
Wyoming
$3.38M +$1.3M +40,729 +62%
AAP
177
Arax Advisory Partners
Colorado
$3.35M +$3.31M +104,117 +10,258%
NFG
178
Noven Financial Group
Colorado
$3.32M -$148K -4,636 -4%
SPC
179
Sigma Planning Corp
Michigan
$3.27M +$49.8K +1,563 +2%
PGFC
180
Peapack-Gladstone Financial Corp
New Jersey
$3.26M +$20.7K +650 +0.6%
SIC
181
Salem Investment Counselors
North Carolina
$3.24M +$271K +8,500 +9%
TC
182
TAP Consulting
Missouri
$3.23M +$763K +23,962 +31%
AF
183
Advisornet Financial
Minnesota
$3.2M +$1.55M +48,591 +93%
DADC
184
D.A. Davidson & Co
Montana
$3.17M +$143K +4,503 +5%
NA
185
NewEdge Advisors
Louisiana
$3.16M -$39.3K -1,233 -1%
NC
186
NewSquare Capital
Pennsylvania
$3.14M +$148K +4,648 +5%
IAN
187
Integrated Advisors Network
Texas
$3.12M +$143K +4,503 +5%
COF
188
Capital One Financial
Virginia
$3.1M +$3.1M +97,484 New
CS
189
Comerica Securities
Michigan
$3.1M -$139K -4,375 -4%
MA
190
MYDA Advisors
New York
$3.09M +$3.09M +97,000 New
CA
191
Calton & Associates
Florida
$3.08M -$85.8K -2,695 -3%
ISWM
192
Independent Solutions Wealth Management
New York
$3.02M -$47.4K -1,489 -2%
GIM
193
Guild Investment Management
California
$3M -$1.94M -60,920 -39%
CCG
194
Chatham Capital Group
Georgia
$2.98M -$7.32K -230 -0.2%
SVWAG
195
Sound View Wealth Advisors Group
Georgia
$2.97M -$861K -27,055 -22%
Rockefeller Capital Management
196
Rockefeller Capital Management
New York
$2.95M +$256K +8,038 +10%
WS
197
Wedbush Securities
California
$2.94M +$356K +11,179 +14%
FDCDDQ
198
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.93M -$121K -3,804 -4%
HSA
199
HBK Sorce Advisory
Pennsylvania
$2.92M +$83.1K +2,610 +3%
HHRDM
200
H&H Retirement Design & Management
Nevada
$2.91M +$2.91M +91,338 New