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iShares Preferred and Income Securities ETF

691 hedge funds and large institutions have $6.27B invested in iShares Preferred and Income Securities ETF in 2018 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 241 increasing their positions, 268 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
-13
Holders Change %
-1.85%
% of All Funds
15.82%
Holding in Top 10
41
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.58%
% of All Funds
0.94%
New
53
Increased
241
Reduced
268
Closed
62
Calls
$2.07M
Puts
$54.4M
Net Calls
-$52.4M
Net Calls Change
+$3.11M
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
201
Bessemer Group
New Jersey
$2.6M -$222K -5,990 -8%
VAS
202
Valicenti Advisory Services
New York
$2.51M -$160K -4,312 -6%
LFASL
203
Lugano Financial Advisors SA (LFA)
Switzerland
$2.47M -$745K -20,054 -23%
LPIC
204
LeJeune Puetz Investment Counsel
Michigan
$2.46M -$36.6K -986 -1%
SCA
205
Snowden Capital Advisors
New York
$2.45M +$23.7K +638 +1%
FIM
206
Freedom Investment Management
Connecticut
$2.45M +$6.68K +178 +0.3%
Millennium Management
207
Millennium Management
New York
$2.44M -$586K -15,772 -19%
JFGIW
208
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.44M +$226K +6,077 +10%
WB
209
WesBanco Bank
West Virginia
$2.42M +$71.3K +1,921 +3%
CCA
210
Clearwater Capital Advisors
Illinois
$2.41M +$153K +4,131 +7%
JWBC
211
J.W. Burns & Co
New York
$2.33M -$136K -3,661 -6%
First Manhattan
212
First Manhattan
New York
$2.32M -$2.78M -75,000 -55%
CIM
213
Corda Investment Management
Texas
$2.31M -$71.7K -1,930 -3%
OC
214
Oppenheimer & Co
New York
$2.31M -$193K -5,188 -8%
AWM
215
AE Wealth Management
Kansas
$2.29M +$1.11M +29,931 +94%
JIP
216
Jaffetilchin Investment Partners
Florida
$2.28M -$3.42K -92 -0.1%
DBIA
217
Dumont & Blake Investment Advisors
New Jersey
$2.26M -$4.16K -112 -0.2%
DWM
218
Destination Wealth Management
California
$2.26M -$2.15M -57,953 -49%
TCM
219
Traynor Capital Management
Pennsylvania
$2.25M +$77.3K +2,081 +4%
BRWA
220
B. Riley Wealth Advisors
Florida
$2.25M -$74.9K -2,017 -3%
BAM
221
Belpointe Asset Management
Nevada
$2.25M +$735K +19,798 +49%
PA
222
Perennial Advisors
New York
$2.18M +$11.1K +298 +0.5%
IA
223
IndexIQ Advisors
New York
$2.17M -$12.3M -332,503 -85%
SFP
224
Shepherd Financial Partners
Massachusetts
$2.16M
FANJ
225
Financial Architects (New Jersey)
New Jersey
$2.16M +$30.8K +829 +1%