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iShares Preferred and Income Securities ETF

465 hedge funds and large institutions have $4.02B invested in iShares Preferred and Income Securities ETF in 2014 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 221 increasing their positions, 99 reducing their positions, and 25 closing their positions.

Holders
465
Holders Change
+56
Holders Change %
+13.69%
% of All Funds
12.41%
Holding in Top 10
43
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+38.71%
% of All Funds
1.15%
New
88
Increased
221
Reduced
99
Closed
25
Calls
$461K
Puts
$11.3M
Net Calls
-$10.8M
Net Calls Change
+$15.8M
Name Market Value Shares Shares
Change
Shares
Change %
BAAM
301
Baker Avenue Asset Management
California
$577K 14,627 +14,627 New
EC
302
Estate Counselors
Wisconsin
$568K 14,400 +14,400 New
EB
303
Eastern Bank
Massachusetts
$567K 14,347 -323 -2%
OIA
304
Optimum Investment Advisors
Illinois
$560K 14,200 +800 +6%
EFS
305
Essex Financial Services
Connecticut
$558K 14,160 +1,250 +10%
WB
306
WesBanco Bank
West Virginia
$555K 14,060 +3,685 +36%
WB
307
Webster Bank
Connecticut
$549K 13,932 -4,520 -24%
AT
308
Arden Trust
Delaware
$522K 13,225 +1,770 +15%
LPC
309
Loeb Partners Corp
New York
$513K 13,000
RIM
310
Regent Investment Management
Kentucky
$512K 12,992 +3,000 +30%
CFA
311
Capstone Financial Advisors
Illinois
$505K 12,811 -166 -1%
NEAM
312
New England Asset Management
Connecticut
$503K 12,752
HSA
313
HBK Sorce Advisory
Pennsylvania
$502K 12,723 -416 -3%
Axa
314
Axa
France
$499K 12,660 +1,260 +11%
SA
315
Strategic Advisors
New York
$489K 12,407 +71 +0.6%
ONB
316
Old National Bancorp
Indiana
$485K 12,302 +1,930 +19%
TCM
317
Traynor Capital Management
Pennsylvania
$483K 12,266 +12,266 New
PAMG
318
Patton Albertson Miller Group
Tennessee
$480K 12,160 +2,335 +24%
VA
319
Valmark Advisers
Ohio
$477K 12,099 -281 -2%
1GA
320
1st Global Advisors
Texas
$474K 12,021 -198 -2%
SM
321
Stratton Management
Pennsylvania
$473K 12,000 +12,000 New
PAS
322
Partnervest Advisory Services
California
$461K 11,696 -15,764 -57%
GI
323
Glovista Investments
New Jersey
$459K 11,628 -2,791 -19%
TWA
324
TCI Wealth Advisors
Arizona
$454K 11,523 -485 -4%
TCM
325
Twele Capital Management
Minnesota
$451K 11,432 -2,584 -18%