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iShares Preferred and Income Securities ETF

380 hedge funds and large institutions have $2.96B invested in iShares Preferred and Income Securities ETF in 2014 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 144 increasing their positions, 156 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
+18
Holders Change %
+4.97%
% of All Funds
10.98%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.95%
New
39
Increased
144
Reduced
156
Closed
21
Calls
$1.62M
Puts
$12.8M
Net Calls
-$11.2M
Net Calls Change
-$6.22M
Name Holding Trade Value Shares
Change
Shares
Change %
IFA
301
Interactive Financial Advisors
Illinois
$282K -$975 -25 -0.3%
NSIM
302
North Star Investment Management
Illinois
$281K +$281K +7,197 New
HL
303
HeadInvest LLC
Maine
$274K +$5.16K +132 +2%
Bessemer Group
304
Bessemer Group
New Jersey
$271K +$117K +3,000 +76%
FF
305
Friedenthal Financial
New Jersey
$263K +$12.8K +329 +5%
SC
306
Scotia Capital
Ontario, Canada
$247K -$35.1K -900 -12%
NCM
307
Noesis Capital Mangement
Florida
$247K +$17.4K +445 +8%
WPP
308
Whalerock Point Partners
Rhode Island
$245K
Fidelity Investments
309
Fidelity Investments
Massachusetts
$239K +$24.7K +634 +12%
Truist Financial
310
Truist Financial
North Carolina
$239K +$239K +6,119 New
PIM
311
Parasol Investment Management
Illinois
$238K
AIP
312
Ameritas Investment Partners
Nebraska
$237K +$2.73K +70 +1%
RFS
313
Rockefeller Financial Services
New York
$234K
EAM
314
Evanson Asset Management
California
$231K +$5.62K +144 +2%
PA
315
Pinnacle Associates
New York
$227K +$227K +5,806 New
SS
316
SG Select
Florida
$224K +$224K +5,740 New
DAM
317
Doheny Asset Management
California
$220K
CCMG
318
Clark Capital Management Group
Pennsylvania
$218K +$218K +5,589 New
ALA
319
Atherton Lane Advisers
California
$214K +$1.6K +41 +0.8%
DCM
320
Delta Capital Management
New Jersey
$213K -$19.2K -492 -8%
SGCA
321
Steel Grove Capital Advisors
Tennessee
$203K -$1.25M -32,047 -86%
ISB
322
Iowa State Bank
Iowa
$201K +$201K +5,155 New
PAM
323
Princeton Alpha Management
New Jersey
$200K +$200K +5,115 New
MWP
324
MYCIO Wealth Partners
Pennsylvania
$186K -$20.7K -529 -10%
CAL
325
Capital Advisors Ltd
Ohio
$184K +$157K +4,025 +585%