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iShares Preferred and Income Securities ETF

703 hedge funds and large institutions have $5.77B invested in iShares Preferred and Income Securities ETF in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 237 increasing their positions, 314 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
-13
Holders Change %
-1.82%
% of All Funds
16.13%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
1.08%
New
52
Increased
237
Reduced
314
Closed
59
Calls
$8.72M
Puts
$23.4M
Net Calls
-$14.7M
Net Calls Change
+$38.4M
Name Holding Trade Value Shares
Change
Shares
Change %
JFGIW
201
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.49M +$32.2K +857 +1%
JWBC
202
J.W. Burns & Co
New York
$2.48M -$75.4K -2,008 -3%
NFG
203
Next Financial Group
Texas
$2.47M +$1.52M +40,439 +160%
NC
204
NewSquare Capital
Pennsylvania
$2.47M +$207K +5,507 +9%
BA
205
Ballew Advisors
Mississippi
$2.46M +$159K +4,245 +7%
SFP
206
Shepherd Financial Partners
Massachusetts
$2.44M -$609K -16,227 -20%
JIP
207
Jaffetilchin Investment Partners
Florida
$2.42M -$6.31M -168,053 -72%
WI
208
WrapManager Inc
California
$2.41M +$1.25M +33,305 +108%
JGIA
209
Jackson Grant Investment Advisers
Connecticut
$2.4M +$141K +3,743 +6%
DADC
210
D.A. Davidson & Co
Montana
$2.4M -$24.8K -659 -1%
SCA
211
Snowden Capital Advisors
New York
$2.39M +$244K +6,485 +11%
FHC
212
First Heartland Consultants
Missouri
$2.39M -$750K -19,973 -24%
LP
213
LGL Partners
Pennsylvania
$2.35M -$63.4K -1,689 -3%
CA
214
Calton & Associates
Florida
$2.35M -$241K -6,410 -9%
NAM
215
North American Management
Massachusetts
$2.33M +$247K +6,565 +12%
BRWA
216
B. Riley Wealth Advisors
Florida
$2.32M +$489K +13,016 +27%
CIBC Private Wealth Group
217
CIBC Private Wealth Group
Georgia
$2.29M -$84.6K -2,252 -4%
WB
218
WesBanco Bank
West Virginia
$2.28M +$246K +6,550 +12%
CCA
219
Clearwater Capital Advisors
Illinois
$2.27M +$197K +5,241 +10%
DBIA
220
Dumont & Blake Investment Advisors
New Jersey
$2.26M +$24.8K +660 +1%
NG
221
Northstar Group
New York
$2.25M -$116K -3,100 -5%
Thrivent Financial for Lutherans
222
Thrivent Financial for Lutherans
Minnesota
$2.18M -$25.7K -684 -1%
PA
223
Perennial Advisors
New York
$2.18M -$18.4K -491 -0.8%
BIAS
224
Beacon Investment Advisory Services
New Jersey
$2.18M +$295K +7,853 +16%
TCM
225
Traynor Capital Management
Pennsylvania
$2.17M -$429K -11,418 -16%