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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 %
MWP
351
MYCIO Wealth Partners
Pennsylvania
$192K 4,819 +66 +1%
PMFA
352
Plante Moran Financial Advisors
Michigan
$180K 4,501 +21 +0.5%
CAL
353
Capital Advisors Ltd
Ohio
$171K 4,288 -425 -9%
ST
354
Smithfield Trust
Pennsylvania
$165K 4,130 +1,300 +46%
MPWT
355
MassMutual Private Wealth & Trust
Connecticut
$163K 4,085 +4,085 New
JFGIW
356
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$157K 3,933
HPBT
357
High Point Bank & Trust
North Carolina
$151K 3,796
RFA
358
Reilly Financial Advisors
California
$129K 3,248 +55 +2%
SFSIG
359
San Francisco Sentry Investment Group
California
$119K 2,973
AA
360
Apriem Advisors
California
$116K 2,910
MA
361
MCF Advisors
Kentucky
$113K 2,900 +400 +16%
HCM
362
Horrell Capital Management
Arkansas
$107K 2,674
GT
363
Glenmede Trust
Pennsylvania
$99K 2,500 +2,500 New
TDC
364
Thompson Davis & Co
Virginia
$91K 2,291 +11 +0.5%
FAM
365
Formidable Asset Management
Ohio
$88K 2,200 -450 -17%
BRWM
366
B. Riley Wealth Management
Tennessee
$86K 2,179 -196 -8%
M&T Bank
367
M&T Bank
New York
$83K 2,075
MAM
368
Meeder Asset Management
Ohio
$83K 2,075
FWM
369
Focused Wealth Management
New York
$77K 1,925 +989 +106%
CFA
370
Carroll Financial Associates
North Carolina
$72K 1,800
ST
371
Stifel Trust
Missouri
$66K 1,640
TCOV
372
Trust Company of Vermont
Vermont
$48K 1,200
FHC
373
First Houston Capital
Texas
$44K 1,100 +1,100 New
EWM
374
Evercore Wealth Management
New York
$44K 1,100 +1,100 New
PSUF
375
People's United Financial
Connecticut
$43K 1,065