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iShares Preferred and Income Securities ETF

725 hedge funds and large institutions have $5.38B invested in iShares Preferred and Income Securities ETF in 2019 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 302 increasing their positions, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
+14
Holders Change %
+1.97%
% of All Funds
15.77%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.74%
New
78
Increased
302
Reduced
233
Closed
49
Calls
$4.57M
Puts
$162M
Net Calls
-$158M
Net Calls Change
+$164M
Name Holding Trade Value Shares
Change
Shares
Change %
CWG
201
Cornerstone Wealth Group
North Carolina
$2.66M +$52.1K +1,413 +2%
WT
202
Whittier Trust
California
$2.64M -$18.6K -504 -0.7%
APP
203
Avantax Planning Partners
Iowa
$2.62M +$36.5K +994 +1%
MA
204
Mutual Advisors
Nebraska
$2.62M +$637K +17,286 +32%
NFG
205
Next Financial Group
Texas
$2.56M +$2.02M +54,933 +381%
Parallax Volatility Advisers
206
Parallax Volatility Advisers
California
$2.51M +$739K +20,057 +42%
GW
207
GW & Wade
Massachusetts
$2.48M -$164K -4,464 -6%
FIM
208
Freedom Investment Management
Connecticut
$2.45M -$139K -3,776 -5%
CCP
209
Corient Capital Partners
California
$2.4M +$220K +5,970 +10%
RCAG
210
Rehmann Capital Advisory Group
Michigan
$2.37M +$1.57M +42,559 +195%
FANJ
211
Financial Architects (New Jersey)
New Jersey
$2.37M +$429K +11,647 +22%
JIP
212
Jaffetilchin Investment Partners
Florida
$2.37M +$168K +4,571 +8%
PHS
213
Pekin Hardy Strauss
Illinois
$2.32M -$195K -5,299 -8%
QIM
214
Quest Investment Management
Oregon
$2.32M -$34.6K -939 -1%
TA
215
TFG Advisers
Michigan
$2.26M -$4.83K -131 -0.2%
DBIA
216
Dumont & Blake Investment Advisors
New Jersey
$2.25M -$21.6K -585 -0.9%
AWM
217
AE Wealth Management
Kansas
$2.18M +$1.4M +37,933 +178%
AF
218
Allworth Financial
California
$2.16M +$13.2K +359 +0.6%
Macquarie Group
219
Macquarie Group
Australia
$2.14M +$631K +17,128 +42%
LPIC
220
LeJeune Puetz Investment Counsel
Michigan
$2.13M -$74.2K -2,013 -3%
CAIMH
221
Central Asset Investments & Management Holdings
Hong Kong
$2.12M +$1.61M +43,690 +318%
LNC
222
Lincoln National Corp
Pennsylvania
$2.11M +$322K +8,744 +18%
CWM
223
Cordatus Wealth Management
Pennsylvania
$2.11M -$69.7K -1,892 -3%
NAM
224
North American Management
Massachusetts
$2.09M +$128K +3,468 +7%
V
225
Veritable
Delaware
$2.08M +$87K +2,360 +4%