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iShares Preferred and Income Securities ETF

482 hedge funds and large institutions have $4.5B invested in iShares Preferred and Income Securities ETF in 2015 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 217 increasing their positions, 153 reducing their positions, and 31 closing their positions.

Holders
482
Holders Change
-6
Holders Change %
-1.23%
% of All Funds
13%
Holding in Top 10
43
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.44%
% of All Funds
1.16%
New
32
Increased
217
Reduced
153
Closed
31
Calls
Puts
$23.9M
Net Calls
-$23.9M
Net Calls Change
-$6.03M
Name Market Value Shares Shares
Change
Shares
Change %
TCM
301
Tran Capital Management
California
$674K 17,203 -3,119 -15%
SG
302
Somerset Group
Minnesota
$673K 17,175
HR
303
Howe & Rusling
New York
$656K 16,760 -2,665 -14%
CPO
304
Cerity Partners OCIO
New York
$651K 16,625 -5,035 -23%
WB
305
WesBanco Bank
West Virginia
$649K 16,565 +2,505 +18%
HCA
306
Harbour Capital Advisors
Virginia
$642K 16,400 +150 +0.9%
TWA
307
TCI Wealth Advisors
Arizona
$626K 15,973 +2,450 +18%
GA
308
Geneva Advisors
Illinois
$622K 15,867
Invesco
309
Invesco
Georgia
VC
310
Vicus Capital
Pennsylvania
$609K 15,555 +4,327 +39%
AF
311
Aldebaran Financial
$583K 14,872 -135 -0.9%
SFA
312
Sequoia Financial Advisors
Ohio
$575K 14,681 +3,843 +35%
HCM
313
Hollencrest Capital Management
California
$573K 14,618 +424 +3%
HSA
314
HBK Sorce Advisory
Pennsylvania
$560K 14,305 -108 -0.7%
WT
315
Whittier Trust
California
$555K 14,175 +6,550 +86%
PNC
316
Park National Corp
Ohio
$554K 14,144 +975 +7%
CLOS
317
Compagnie Lombard Odier SCmA
Switzerland
$548K 14,000
Natixis Advisors
318
Natixis Advisors
Massachusetts
$546K 13,927 -1,042 -7%
LIA
319
LBMC Investment Advisors
Tennessee
$540K 13,799 +3,261 +31%
JIC
320
Johnson Investment Counsel
Ohio
$535K 13,666 +4,525 +50%
CS
321
Comerica Securities
Michigan
$516K 13,185 +7,225 +121%
CFMC
322
Curbstone Financial Management Corp
New Hampshire
$509K 12,985 +925 +8%
DCM
323
Delta Capital Management
New Jersey
$503K 12,832 +3,485 +37%
PA
324
Pinnacle Associates
New York
$502K 12,818 +2,003 +19%
NEAM
325
New England Asset Management
Connecticut
$500K 12,752