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iShares Preferred and Income Securities ETF

488 hedge funds and large institutions have $4.63B invested in iShares Preferred and Income Securities ETF in 2015 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 251 increasing their positions, 114 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+23
Holders Change %
+4.95%
% of All Funds
13.02%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
1.2%
New
56
Increased
251
Reduced
114
Closed
28
Calls
$594K
Puts
$18.4M
Net Calls
-$17.8M
Net Calls Change
-$7.02M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
351
Arete Wealth Advisors
Illinois
$423K +$97.5K +2,431 +30%
WTC
352
WhitTier Trust Company
Nevada
$420K -$26.1K -650 -6%
IFA
353
Interactive Financial Advisors
Illinois
$419K +$33.6K +837 +9%
ACM
354
Alethea Capital Management
Washington
$410K +$410K +10,233 New
WA
355
Wasatch Advisors
Utah
$401K
WJA
356
Williams Jones & Associates
New York
$401K +$401K +10,000 New
PHS
357
Pekin Hardy Strauss
Illinois
$400K +$60.4K +1,507 +18%
FWP
358
FAS Wealth Partners
Kansas
$399K +$7.23K +180 +2%
IWC
359
Integrated Wealth Counsel
California
$396K +$361K +9,008 +1,047%
AIP
360
Ameritas Investment Partners
Nebraska
$392K +$6.61K +165 +2%
CFN
361
Cordasco Financial Network
Florida
$385K -$40.1K -1,000 -9%
PAS
362
Partnervest Advisory Services
California
$382K -$87.2K -2,174 -19%
SNBOSCI
363
Security National Bank of Sioux City Iowa
Iowa
$380K +$50.1K +1,250 +15%
CCT
364
Capital City Trust
Florida
$377K
CG
365
Caprock Group
Idaho
$377K +$54.8K +1,364 +17%
DCM
366
Delta Capital Management
New Jersey
$375K +$52.2K +1,300 +16%
SIC
367
Shoker Investment Counsel
Ohio
$374K +$8.14K +203 +2%
WTB
368
Washington Trust Bank
Washington
$369K
ST
369
Smithfield Trust
Pennsylvania
$368K +$176K +4,395 +92%
JIC
370
Johnson Investment Counsel
Ohio
$366K +$23.1K +576 +7%
YP
371
Yellowstone Partners
Idaho
$362K -$5.01K -125 -1%
NSIM
372
North Star Investment Management
Illinois
$356K +$481 +12 +0.1%
MCM
373
Murphy Capital Management
New Jersey
$352K
Chevy Chase Trust
374
Chevy Chase Trust
Maryland
$347K
CB
375
Chemical Bank
Michigan
$344K +$80.3K +2,003 +30%