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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 %
FA
351
FDx Advisors
Illinois
$203K 5,127 +5,127 New
KA
352
Kovack Advisors
Florida
$201K 5,079 -74 -1%
MWP
353
MYCIO Wealth Partners
Pennsylvania
$193K 4,884 +65 +1%
CFSG
354
Community Financial Services Group
Vermont
$192K 4,868 +4,868 New
CAL
355
Capital Advisors Ltd
Ohio
$169K 4,288
ARMC
356
American Research & Management Company
Massachusetts
$160K 4,050 +3,750 +1,250%
ST
357
Smithfield Trust
Pennsylvania
$155K 3,930 -200 -5%
JFGIW
358
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$155K 3,933
HPBT
359
High Point Bank & Trust
North Carolina
$150K 3,796
RFA
360
Reilly Financial Advisors
California
$126K 3,179 -69 -2%
PMFA
361
Plante Moran Financial Advisors
Michigan
$121K 3,066 -1,435 -32%
SFSIG
362
San Francisco Sentry Investment Group
California
$117K 2,973
AA
363
Apriem Advisors
California
$115K 2,910
HCM
364
Horrell Capital Management
Arkansas
$106K 2,674
MA
365
MCF Advisors
Kentucky
$98K 2,500 -400 -14%
GT
366
Glenmede Trust
Pennsylvania
$98K 2,500
TDC
367
Thompson Davis & Co
Virginia
$92K 2,324 +33 +1%
FAM
368
Formidable Asset Management
Ohio
$87K 2,200
MAM
369
Meeder Asset Management
Ohio
$85K 2,160 +85 +4%
MPWT
370
MassMutual Private Wealth & Trust
Connecticut
$83.4K 2,110 -1,975 -48%
FWM
371
Focused Wealth Management
New York
$83K 2,112 +187 +10%
CFA
372
Carroll Financial Associates
North Carolina
$71K 1,800
JAM
373
JCIC Asset Management
Ontario, Canada
$63K 1,600 +1,600 New
DBT
374
Dubuque Bank & Trust
Iowa
$51K 1,296 -6,308 -83%
FHC
375
First Houston Capital
Texas
$43K 1,100