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iShares Preferred and Income Securities ETF

403 hedge funds and large institutions have $3.37B invested in iShares Preferred and Income Securities ETF in 2014 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 175 increasing their positions, 121 reducing their positions, and 27 closing their positions.

Holders
403
Holders Change
+23
Holders Change %
+6.05%
% of All Funds
11.59%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.92%
New
52
Increased
175
Reduced
121
Closed
27
Calls
$459K
Puts
$12.5M
Net Calls
-$12M
Net Calls Change
-$855K
Name Market Value Shares Shares
Change
Shares
Change %
HL
326
HeadInvest LLC
Maine
$283K 7,080 +70 +1%
LC
327
Lilley & Co
Michigan
$281K 7,041 -400 -5%
TSWM
328
Triangle Securities Wealth Management
North Carolina
$279K 6,984 -6,388 -48%
Bessemer Group
329
Bessemer Group
New Jersey
$278K 6,950
FT
330
Fiduciary Trust
Massachusetts
$275K 6,875 +6,875 New
BCA
331
Bernzott Capital Advisors
California
$271K 6,795 +6,795 New
AWA
332
AmeriServ Wealth Advisors
Pennsylvania
$268K 6,710 +6,710 New
AWA
333
ARS Wealth Advisors
Florida
$261K 6,535 +6,535 New
AIP
334
Ameritas Investment Partners
Nebraska
$258K 6,465 +380 +6%
DCM
335
Delta Capital Management
New Jersey
$257K 6,447 +1,000 +18%
PA
336
Pinnacle Associates
New York
$256K 6,406 +600 +10%
NCM
337
Noesis Capital Mangement
Florida
$253K 6,330
WPP
338
Whalerock Point Partners
Rhode Island
$250K 6,282
CAM
339
Carret Asset Management
New York
$250K 6,260 +6,260 New
PIM
340
Parasol Investment Management
Illinois
$243K 6,100
Truist Financial
341
Truist Financial
North Carolina
$228K 5,700 -419 -7%
DAM
342
Doheny Asset Management
California
$224K 5,625
AIM
343
Astor Investment Management
Illinois
$223K 5,579 +5,579 New
ALA
344
Atherton Lane Advisers
California
$220K 5,516 +21 +0.4%
ISB
345
Iowa State Bank
Iowa
$206K 5,155
KA
346
Kovack Advisors
Florida
$206K 5,153 +5,153 New
CFMC
347
Curbstone Financial Management Corp
New Hampshire
$204K 5,100 +5,100 New
SMC
348
Smith, Moore & Co
Missouri
$204K 5,100 +5,100 New
SC
349
SouthState Corp
Florida
$203K 5,096 +5,096 New
IWC
350
Integrated Wealth Counsel
California
$199K 4,985 -101,623 -95%