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iShares Preferred and Income Securities ETF

711 hedge funds and large institutions have $5.09B invested in iShares Preferred and Income Securities ETF in 2019 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 253 increasing their positions, 264 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
+20
Holders Change %
+2.89%
% of All Funds
15.41%
Holding in Top 10
40
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.11%
% of All Funds
0.87%
New
95
Increased
253
Reduced
264
Closed
63
Calls
$19M
Puts
$340M
Net Calls
-$321M
Net Calls Change
-$292M
Name Holding Trade Value Shares
Change
Shares
Change %
CWG
201
Cornerstone Wealth Group
North Carolina
$2.59M +$2.59M +70,728 New
William Blair & Company
202
William Blair & Company
Illinois
$2.58M -$82.9K -2,269 -3%
RBFC
203
Roman Butler Fullerton & Co
Missouri
$2.58M +$1.06M +28,998 +70%
APP
204
Avantax Planning Partners
Iowa
$2.57M -$10.9M -298,995 -81%
FIM
205
Freedom Investment Management
Connecticut
$2.57M +$626K +17,113 +32%
PHS
206
Pekin Hardy Strauss
Illinois
$2.5M -$230K -6,284 -8%
QIM
207
Quest Investment Management
Oregon
$2.34M -$13.6K -372 -0.6%
SFP
208
Shepherd Financial Partners
Massachusetts
$2.27M +$41.8K +1,143 +2%
DBIA
209
Dumont & Blake Investment Advisors
New Jersey
$2.25M +$79.4K +2,172 +4%
KWM
210
Kingsview Wealth Management
Oregon
$2.25M +$750K +20,535 +50%
TA
211
TFG Advisers
Michigan
$2.24M -$2.41K -66 -0.1%
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$2.22M +$405K +11,065 +22%
WS
213
Wedbush Securities
California
$2.19M +$95.1K +2,603 +5%
LPIC
214
LeJeune Puetz Investment Counsel
Michigan
$2.19M -$36.3K -992 -2%
RT
215
Rockland Trust
Massachusetts
$2.19M +$161K +4,397 +8%
JIP
216
Jaffetilchin Investment Partners
Florida
$2.18M -$26.3K -719 -1%
JWBC
217
J.W. Burns & Co
New York
$2.17M +$28.9K +791 +1%
CCP
218
Corient Capital Partners
California
$2.17M
CWM
219
Cordatus Wealth Management
Pennsylvania
$2.16M +$2.16M +59,133 New
DWM
220
Destination Wealth Management
California
$2.16M +$179K +4,895 +9%
AF
221
Allworth Financial
California
$2.13M -$349K -9,547 -14%
RIA
222
Realta Investment Advisors
Delaware
$2.12M +$2.12M +57,972 New
Mirae Asset Global Investments
223
Mirae Asset Global Investments
South Korea
$2.12M -$1.96M -53,718 -48%
CCMW
224
Cypress Capital Management (Wyoming)
Wyoming
$2.08M +$24.4K +667 +1%
AFC
225
AFT Forsyth & Company
Florida
$2.04M -$2.6K -71 -0.1%