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iShares Preferred and Income Securities ETF

691 hedge funds and large institutions have $4.85B invested in iShares Preferred and Income Securities ETF in 2018 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 168 increasing their positions, 330 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
Holders Change %
0%
% of All Funds
15.42%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
1%
New
111
Increased
168
Reduced
330
Closed
103
Calls
$19M
Puts
$48.3M
Net Calls
-$29.2M
Net Calls Change
+$23.2M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
201
Allworth Financial
California
$2.32M +$976K +28,517 +73%
GCA
202
Greenwood Capital Associates
South Carolina
$2.31M +$2.31M +67,595 New
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$2.31M +$2.31M +67,370 New
WB
204
WesBanco Bank
West Virginia
$2.21M -$24.9K -727 -1%
QIM
205
Quest Investment Management
Oregon
$2.2M -$963K -28,133 -30%
TA
206
TFG Advisers
Michigan
$2.1M +$2.1M +61,407 New
SFP
207
Shepherd Financial Partners
Massachusetts
$2.09M +$124K +3,634 +6%
LPIC
208
LeJeune Puetz Investment Counsel
Michigan
$2.08M -$181K -5,283 -8%
Thrivent Financial for Lutherans
209
Thrivent Financial for Lutherans
Minnesota
$2.08M
JIP
210
Jaffetilchin Investment Partners
Florida
$2.07M -$31.3K -915 -1%
PFS
211
Prospera Financial Services
Texas
$2.04M -$1.13M -33,105 -36%
FWM
212
Fairhaven Wealth Management
Illinois
$2.04M +$2.04M +59,589 New
FNBOSM
213
First National Bank of South Miami
Florida
$2.04M +$2.04M +56,392 New
DBIA
214
Dumont & Blake Investment Advisors
New Jersey
$2.04M -$50.5K -1,474 -2%
CCP
215
Corient Capital Partners
California
$2.03M +$1.81M +52,800 +815%
SCA
216
Snowden Capital Advisors
New York
$2.03M -$233K -6,805 -10%
JWBC
217
J.W. Burns & Co
New York
$2.01M -$136K -3,962 -6%
TCM
218
Traynor Capital Management
Pennsylvania
$2M -$74K -2,163 -4%
WS
219
Wedbush Securities
California
$1.96M +$428K +12,513 +28%
RA
220
RFG Advisory
Alabama
$1.95M -$1.2M -35,137 -38%
CCMW
221
Cypress Capital Management (Wyoming)
Wyoming
$1.92M +$139K +4,054 +8%
Simplex Trading
222
Simplex Trading
Illinois
$1.91M +$1.91M +55,884 New
AFC
223
AFT Forsyth & Company
Florida
$1.91M -$617K -18,018 -24%
SC
224
Slow Capital
California
$1.91M +$417K +12,191 +28%
RT
225
Rockland Trust
Massachusetts
$1.9M +$1.37M +39,920 +256%