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iShares Preferred and Income Securities ETF

788 hedge funds and large institutions have $5B invested in iShares Preferred and Income Securities ETF in 2020 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 293 increasing their positions, 299 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
-47
Holders Change %
-5.63%
% of All Funds
17.41%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
1.33%
New
98
Increased
293
Reduced
299
Closed
133
Calls
$6.55M
Puts
$23.9M
Net Calls
-$17.4M
Net Calls Change
+$54.5M
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
201
Dynamic Advisor Solutions
Arizona
$2.9M +$210K +6,601 +8%
Citadel Advisors
202
Citadel Advisors
Florida
$2.88M +$1.65M +51,949 +135%
PP
203
PagnatoKarp Partners
Virginia
$2.84M -$1.29M -40,437 -31%
BCM
204
Brookstone Capital Management
Illinois
$2.74M -$1.83M -57,394 -40%
PIMG
205
Patriot Investment Management Group
Tennessee
$2.74M -$934K -29,348 -25%
JPLA
206
Joseph P. Lucia & Associates
New York
$2.72M -$92K -2,889 -3%
AWS
207
AJ Wealth Strategies
New York
$2.72M -$18.1M -569,998 -87%
DCM
208
Donaldson Capital Management
Indiana
$2.68M -$60.1K -1,888 -2%
MPWT
209
MassMutual Private Wealth & Trust
Connecticut
$2.66M +$267K +8,380 +11%
GW
210
GW & Wade
Massachusetts
$2.62M -$44.4K -1,394 -2%
MA
211
Mutual Advisors
Nebraska
$2.56M -$190K -5,960 -7%
FM
212
Forward Management
California
$2.55M +$2.55M +80,100 New
NB
213
NBT Bank
New York
$2.54M +$8.44K +265 +0.3%
GSBTD
214
Glenview State Bank Trust Department
Illinois
$2.54M +$40.1K +1,258 +2%
CFMC
215
Curbstone Financial Management Corp
New Hampshire
$2.51M -$45.8K -1,440 -2%
PWW
216
Pettyjohn Wood & White
Virginia
$2.49M -$23.9K -750 -1%
BRWM
217
B. Riley Wealth Management
Tennessee
$2.48M +$691K +21,702 +39%
FIM
218
Freedom Investment Management
Connecticut
$2.48M -$1.37M -35,978 -36%
CPIG
219
Chicago Partners Investment Group
Illinois
$2.46M -$56.5K -1,670 -2%
TD Asset Management
220
TD Asset Management
Ontario, Canada
$2.43M -$78.7K -2,472 -3%
BFG
221
Beacon Financial Group
Texas
$2.42M -$63.2K -1,986 -3%
DE
222
Day & Ennis
Georgia
$2.3M +$1.6M +50,296 +228%
SFA
223
Souders Financial Advisors
Ohio
$2.3M +$2.3M +72,159 New
APP
224
Avantax Planning Partners
Iowa
$2.3M -$298K -9,358 -11%
CCP
225
Corient Capital Partners
California
$2.27M -$277K -8,701 -11%