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iShares Preferred and Income Securities ETF

742 hedge funds and large institutions have $5.89B invested in iShares Preferred and Income Securities ETF in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 311 increasing their positions, 226 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
742
Holders Change
+17
Holders Change %
+2.34%
% of All Funds
16.3%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.77%
New
76
Increased
311
Reduced
226
Closed
52
Calls
$2.12M
Puts
$281M
Net Calls
-$279M
Net Calls Change
-$121M
Name Holding Trade Value Shares
Change
Shares
Change %
PWW
201
Pettyjohn Wood & White
Virginia
$2.9M +$98.5K +2,625 +4%
GSBTD
202
Glenview State Bank Trust Department
Illinois
$2.89M -$35.6K -950 -1%
CCA
203
Clearwater Capital Advisors
Illinois
$2.88M -$236K -6,280 -8%
WB
204
WesBanco Bank
West Virginia
$2.87M +$2.06K +55 +0.1%
TC
205
TAP Consulting
Missouri
$2.85M +$2.85M +75,819 New
RIA
206
Realta Investment Advisors
Delaware
$2.84M +$78K +2,074 +3%
WS
207
Wedbush Securities
California
$2.83M +$69.5K +1,852 +3%
CF
208
Centaurus Financial
California
$2.81M -$130K -3,457 -4%
UCMOK
209
United Capital Management of KS
Kansas
$2.81M -$2.68K -72 -0.1%
CPIG
210
Chicago Partners Investment Group
Illinois
$2.76M -$20.8K -552 -0.7%
HWA
211
HCR Wealth Advisors
California
$2.76M -$1.05M -28,706 -27%
CWG
212
Cornerstone Wealth Group
North Carolina
$2.72M +$14.1K +375 +0.5%
CFMC
213
Curbstone Financial Management Corp
New Hampshire
$2.68M +$566K +15,080 +27%
William Blair & Company
214
William Blair & Company
Illinois
$2.67M -$92.6K -2,468 -3%
APP
215
Avantax Planning Partners
Iowa
$2.66M -$12.1K -323 -0.5%
BRWM
216
B. Riley Wealth Management
Tennessee
$2.66M -$4.92K -131 -0.2%
VCM
217
Virtue Capital Management
Tennessee
$2.64M +$1.01M +26,902 +62%
WT
218
Whittier Trust
California
$2.62M -$59.8K -1,595 -2%
IWS
219
Insight Wealth Strategies
California
$2.62M -$880K -23,456 -25%
Cetera Investment Advisers
220
Cetera Investment Advisers
Illinois
$2.61M +$508K +13,523 +24%
FANJ
221
Financial Architects (New Jersey)
New Jersey
$2.6M +$183K +4,878 +8%
CG
222
Colony Group
Massachusetts
$2.59M +$547K +14,569 +27%
KWM
223
Kingsview Wealth Management
Oregon
$2.56M -$578K -15,394 -18%
AMG
224
Advisors Management Group
Wisconsin
$2.52M +$537K +14,298 +27%
GW
225
GW & Wade
Massachusetts
$2.52M -$12.1K -323 -0.5%