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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 %
FMII
351
Farmers & Merchants Investments Inc
Nebraska
$39K
JIC
352
Joel Isaacson & Co
New York
$39K
FWM
353
Focused Wealth Management
New York
$37K -$2.09M -52,828 -98%
WEC
354
Winslow Evans & Crocker
Massachusetts
$33.8K
CCS
355
Crosspoint Capital Strategies
California
$32K +$662 +17 +2%
VIA
356
Vantage Investment Advisors
Pennsylvania
$31K
WA
357
WealthTrust-Arizona
Arizona
$25K
SAM
358
Shamrock Asset Management
Texas
$24K +$24K +620 New
EFSCE
359
Enterprise Financial Services Corp (EFSC)
Missouri
$22K
HI
360
Hudock Inc
Pennsylvania
$21K +$79 +2 +0.4%
WRM
361
Westport Resources Management
Connecticut
$18K -$20K -500 -53%
KTC
362
Kistler-Tiffany Companies
Pennsylvania
$17K -$27.7K -693 -62%
LNB
363
Ledyard National Bank
$16K
VCM
364
Vigilant Capital Management
Maine
$16K +$16K +400 New
CPA
365
Cowen Prime Advisors
New York
$13K +$304 +8 +2%
ARMC
366
American Research & Management Company
Massachusetts
$12K
QLMGAA
367
QS Legg Mason Global Asset Allocation
New York
$11K
FCT
368
Family Capital Trust
Massachusetts
$10K -$65.4K -1,635 -87%
AWM
369
Avior Wealth Management
Nebraska
$10K +$10K +265 New
DAM
370
Delta Asset Management
Tennessee
$8K
NMIS
371
Northwestern Mutual Investment Services
Wisconsin
$5K +$5K +124 New
WAM
372
Wallington Asset Management
Indiana
$4K +$4K +100 New
First Manhattan
373
First Manhattan
New York
$3K
PP
374
Palladium Partners
Virginia
$3K +$3K +80 New
PCTC
375
Perkins Coie Trust Company
Washington
$2K -$1.27M -32,972 -100%