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iShares Preferred and Income Securities ETF

362 hedge funds and large institutions have $2.73B invested in iShares Preferred and Income Securities ETF in 2013 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 76 increasing their positions, 190 reducing their positions, and 45 closing their positions.

Holders
362
Holders Change
+14
Holders Change %
+4.02%
% of All Funds
10.51%
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.87%
New
64
Increased
76
Reduced
190
Closed
45
Calls
$2.56M
Puts
$7.54M
Net Calls
-$4.97M
Net Calls Change
+$5.18M
Name Market Value Shares Shares
Change
Shares
Change %
SFSIG
326
San Francisco Sentry Investment Group
California
$109K 2,973
AA
327
Apriem Advisors
California
$107K 2,910 +1,000 +52%
ST
328
Smithfield Trust
Pennsylvania
$104K 2,830
EAMA
329
EFG Asset Management (Americas)
Florida
$101K 2,734 +2,734 New
MA
330
MCF Advisors
Kentucky
$98K 2,500
LWA
331
Lenox Wealth Advisors
New York
$86K 2,335 +2,335 New
TDC
332
Thompson Davis & Co
Virginia
$84K 2,280 +2,280 New
FAM
333
Formidable Asset Management
Ohio
$83K 2,200 -800 -27%
M&T Bank
334
M&T Bank
New York
$76K 2,075
FCT
335
Family Capital Trust
Massachusetts
$69K 1,885
CFA
336
Carroll Financial Associates
North Carolina
$66K 1,800
ST
337
Stifel Trust
Missouri
$61K 1,640
PSUF
338
People's United Financial
Connecticut
$50K 1,365
TCOV
339
Trust Company of Vermont
Vermont
$45K 1,220 +320 +36%
KTC
340
Kistler-Tiffany Companies
Pennsylvania
$41K 1,118 -3,058 -73%
JIC
341
Joel Isaacson & Co
New York
$37K 1,000 -1,200 -55%
FMII
342
Farmers & Merchants Investments Inc
Nebraska
$37K 1,000 +1,000 New
PTCG
343
Pring Turner Capital Group
California
$37K 1,000 +1,000 New
WRM
344
Westport Resources Management
Connecticut
$35K 950
WEC
345
Winslow Evans & Crocker
Massachusetts
$32K 866 +866 New
CCS
346
Crosspoint Capital Strategies
California
$31K 805 +805 New
VIA
347
Vantage Investment Advisors
Pennsylvania
$29K 800 +800 New
CAL
348
Capital Advisors Ltd
Ohio
$25K 688 +688 New
WA
349
WealthTrust-Arizona
Arizona
$24K 647
FIG
350
Fusion Investment Group
Pennsylvania
$24K 658 +658 New