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iShares Preferred and Income Securities ETF

801 hedge funds and large institutions have $5.53B invested in iShares Preferred and Income Securities ETF in 2020 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 289 increasing their positions, 292 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+13
Holders Change %
+1.65%
% of All Funds
16.46%
Holding in Top 10
48
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20%
% of All Funds
0.99%
New
96
Increased
289
Reduced
292
Closed
74
Calls
$19.3M
Puts
$19.2M
Net Calls
+$76K
Net Calls Change
+$17.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SVWAG
176
Sound View Wealth Advisors Group
Georgia
$3.34M +$110K +3,162 +3%
SPC
177
Sigma Planning Corp
Michigan
$3.33M -$223K -6,450 -6%
NA
178
NewEdge Advisors
Louisiana
$3.32M -$112K -3,233 -3%
WS
179
Wedbush Securities
California
$3.3M +$102K +2,948 +3%
BCM
180
Brookstone Capital Management
Illinois
$3.26M +$279K +8,041 +9%
MPWT
181
MassMutual Private Wealth & Trust
Connecticut
$3.22M +$329K +9,495 +11%
CA
182
Calton & Associates
Florida
$3.18M -$175K -5,041 -5%
CCG
183
Chatham Capital Group
Georgia
$3.17M -$76.2K -2,200 -2%
FDCDDQ
184
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.12M -$73.1K -2,109 -2%
WT
185
Whittier Trust
California
$3.1M +$748K +21,605 +32%
PI
186
Parkside Investments
Illinois
$3.08M +$3.08M +88,864 New
COF
187
Capital One Financial
Virginia
$3.07M -$306K -8,824 -9%
Lido Advisors
188
Lido Advisors
California
$3.06M +$2.09M +60,340 +216%
SIC
189
Salem Investment Counselors
North Carolina
$3.02M -$506K -14,600 -14%
CFMC
190
Curbstone Financial Management Corp
New Hampshire
$3.02M +$285K +8,230 +10%
HHRDM
191
H&H Retirement Design & Management
Nevada
$2.95M -$213K -6,141 -7%
JWCA
192
J.W. Cole Advisors
Florida
$2.92M +$2.92M +84,390 New
DCM
193
Donaldson Capital Management
Indiana
$2.92M +$1.87K +54 +0.1%
CFGS
194
Concourse Financial Group Securities
Alabama
$2.88M -$5.87M -169,375 -67%
JPLA
195
Joseph P. Lucia & Associates
New York
$2.88M -$81.9K -2,363 -3%
KWM
196
Kingsview Wealth Management
Oregon
$2.74M +$1.12M +32,406 +69%
NB
197
NBT Bank
New York
$2.74M -$30.4K -879 -1%
TD Asset Management
198
TD Asset Management
Ontario, Canada
$2.74M +$96.2K +2,778 +4%
PIMG
199
Patriot Investment Management Group
Tennessee
$2.73M -$250K -7,221 -8%
MCM
200
MV Capital Management
Maryland
$2.73M -$1.06M -30,489 -28%