We are live on
!
Find out more
iShares Preferred and Income Securities ETF
653 hedge funds and large institutions have $6.8B invested in iShares Preferred and Income Securities ETF in 2017 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 300 increasing their positions, 188 reducing their positions, and 33 closing their positions.
New
Increased
Maintained
Reduced
Closed
73% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 33
60% more repeat investments, than reductions
Existing positions increased: 300 | Existing positions reduced: 188
3% more funds holding
Funds holding: 633 → 653 (+20)
2% more funds holding in top 10
Funds holding in top 10: 48 → 49 (+1)
1% less capital invested
Capital invested by funds: $6.85B → $6.8B (-$44.6M)
0.75% less ownership
Funds ownership: 37.33% → 36.58% (-0.75%)
95% less call options, than puts
Call options by funds: $2.4M | Put options by funds: $45.5M
Holders
653
Holders Change
+20
Holders Change %
+3.16%
% of All Funds
16.28%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
1.22%
New
57
Increased
300
Reduced
188
Closed
33
Calls
$2.4M
Puts
$45.5M
Net Calls
-$43.1M
Net Calls Change
-$20M
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$46.8M |
| 2 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$29.9M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$29.7M |
| 4 |
Goldman Sachs
New York
|
+$28.8M |
| 5 |
BF
BOK Financial
Tulsa,
Oklahoma
|
+$22.9M |
Top Sellers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$150M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$40.6M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$24.3M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$23.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$16.6M |
