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iShares Preferred and Income Securities ETF

348 hedge funds and large institutions have $3.16B invested in iShares Preferred and Income Securities ETF in 2013 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 170 reducing their positions, and 43 closing their positions.

Holders
348
Holders Change
-12
Holders Change %
-3.33%
% of All Funds
11.29%
Holding in Top 10
30
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-28.57%
% of All Funds
0.97%
New
34
Increased
107
Reduced
170
Closed
43
Calls
$2.11M
Puts
$12.3M
Net Calls
-$10.1M
Net Calls Change
+$5.04M
Name Market Value Shares Shares
Change
Shares
Change %
BFA
351
Beaumont Financial Advisors
Massachusetts
-540,808 Closed
BMM
352
Buffington Mohr McNeal
Idaho
-192,470 Closed
AWA
353
AmeriServ Wealth Advisors
Pennsylvania
-145,173 Closed
QA
354
Quantitative Advantage
Minnesota
-136,169 Closed
WI
355
WBI Investments
New Jersey
-114,075 Closed
ECM
356
ETrade Capital Management
Virginia
-96,002 Closed
CCMG
357
Clark Capital Management Group
Pennsylvania
-73,060 Closed
NEIRG
358
New England Investment & Retirement Group
Massachusetts
-59,603 Closed
WA
359
WESPAC Advisors
California
-20,610 Closed
CGT
360
Capital Guardian Trust
California
-19,750 Closed
RMA
361
Roffman Miller Associates
Pennsylvania
-13,857 Closed
SNBOSD
362
Security National Bank of So Dak
Iowa
-12,000 Closed
LWA
363
Lenox Wealth Advisors
New York
-11,350 Closed
EC
364
Estate Counselors
Wisconsin
-11,100 Closed
TFA
365
Transamerica Financial Advisors
Florida
-9,187 Closed
SBCM
366
Silver Bridge Capital Management
Massachusetts
-9,166 Closed
CAM
367
Carret Asset Management
New York
-8,480 Closed
PFM
368
Parsec Financial Management
North Carolina
-8,345 Closed
PA
369
Pinnacle Associates
New York
-6,915 Closed
LWM
370
Lyons Wealth Management
Florida
-6,663 Closed
CA
371
Commerzbank Aktiengesellschaft
Germany
-6,650 Closed
Fidelity Investments
372
Fidelity Investments
Massachusetts
-6,495 Closed
FWCM
373
Ferguson Wellman Capital Management
Oregon
-6,360 Closed
AIP
374
Ameritas Investment Partners
Nebraska
-6,320 Closed
AWMS
375
Advocacy Wealth Management Services
Georgia
-6,000 Closed