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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 %
LFG
326
LifePlan Financial Group
Ohio
$183K -$5.1M -130,422 -97%
PMFA
327
Plante Moran Financial Advisors
Michigan
$175K -$145K -3,712 -45%
SG Americas Securities
328
SG Americas Securities
New York
$162K
JFGIW
329
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$154K
EWM
330
Edge Wealth Management
New York
$150K +$140K +3,600 +1,440%
HPBT
331
High Point Bank & Trust
North Carolina
$148K -$184K -4,714 -55%
CFN
332
Cordasco Financial Network
Florida
$141K -$3.76K -96 -3%
RFA
333
Reilly Financial Advisors
California
$125K -$5.72K -146 -4%
DBT
334
Dubuque Bank & Trust
Iowa
$123K +$3.13K +80 +3%
EAMA
335
EFG Asset Management (Americas)
Florida
$120K +$13.6K +350 +13%
SFSIG
336
San Francisco Sentry Investment Group
California
$116K
AA
337
Apriem Advisors
California
$114K
ST
338
Smithfield Trust
Pennsylvania
$110K
FAM
339
Formidable Asset Management
Ohio
$104K +$17.7K +450 +20%
HCM
340
Horrell Capital Management
Arkansas
$104K +$104K +2,674 New
BJ
341
Brouwer & Janachowski
California
$103K +$103K +2,650 New
MA
342
MCF Advisors
Kentucky
$98K
BRWM
343
B. Riley Wealth Management
Tennessee
$93K +$93K +2,375 New
TDC
344
Thompson Davis & Co
Virginia
$89K
MAM
345
Meeder Asset Management
Ohio
$81K -$211K -5,415 -72%
M&T Bank
346
M&T Bank
New York
$81K
CFA
347
Carroll Financial Associates
North Carolina
$70K
ST
348
Stifel Trust
Missouri
$65K
TCOV
349
Trust Company of Vermont
Vermont
$47K -$783 -20 -2%
PSUF
350
People's United Financial
Connecticut
$42K -$11.8K -300 -22%