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iShares Preferred and Income Securities ETF

409 hedge funds and large institutions have $3.66B invested in iShares Preferred and Income Securities ETF in 2014 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 170 increasing their positions, 145 reducing their positions, and 23 closing their positions.

Holders
409
Holders Change
+6
Holders Change %
+1.49%
% of All Funds
11.88%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.9%
New
31
Increased
170
Reduced
145
Closed
23
Calls
$1.27M
Puts
$27.9M
Net Calls
-$26.7M
Net Calls Change
-$14.6M
Name Market Value Shares Shares
Change
Shares
Change %
TSWM
326
Triangle Securities Wealth Management
North Carolina
$276K 6,984
AWA
327
ARS Wealth Advisors
Florida
$272K 6,885 +350 +5%
BCA
328
Bernzott Capital Advisors
California
$269K 6,795
DCM
329
Delta Capital Management
New Jersey
$269K 6,797 +350 +5%
DC
330
Davenport & Co
Virginia
$265K 6,718 -54,825 -89%
HL
331
HeadInvest LLC
Maine
$265K 6,676 -404 -6%
Neuberger Berman Group
332
Neuberger Berman Group
New York
$261K 6,625 -5,112 -44%
FT
333
Fiduciary Trust
Massachusetts
$260K 6,575 -300 -4%
SMC
334
Smith, Moore & Co
Missouri
$257K 6,500 +1,400 +27%
NCM
335
Noesis Capital Mangement
Florida
$250K 6,330
CAM
336
Carret Asset Management
New York
$247K 6,260
CNB
337
City National Bank
California
$241K 6,088 +6,088 New
MCC
338
Mid Continent Capital
Illinois
$241K 6,100 +6,100 New
RFS
339
Rockefeller Financial Services
New York
$237K 6,000 +6,000 New
GC
340
Guggenheim Capital
Illinois
$233K 5,889 -17,621 -75%
NL
341
NWAM LLC
Washington
$223K 5,650 -11,830 -68%
Bessemer Group
342
Bessemer Group
New Jersey
$221K 5,600 -1,350 -19%
AIM
343
Astor Investment Management
Illinois
$221K 5,590 +11 +0.2%
ALA
344
Atherton Lane Advisers
California
$219K 5,538 +22 +0.4%
IT
345
Investors Trust
Texas
$212K 5,357 -4,439 -45%
IIA
346
IPG Investment Advisors
California
$209K 5,295 +5,295 New
SFA
347
Sequoia Financial Advisors
Ohio
$209K 5,292 +5,292 New
CIC
348
Carnegie Investment Counsel
Ohio
$207K 5,250 +5,250 New
WF
349
Welch & Forbes
Massachusetts
$205K 5,176 +5,176 New
ISB
350
Iowa State Bank
Iowa
$204K 5,155