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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 %
BCMIO
376
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$2K +62 New
TFA
377
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
ACS
378
Archford Capital Strategies
Illinois
$781 +$781 +20 New
Manulife (Manufacturers Life Insurance)
379
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$564 -$4 -110 -0.8%
SI
380
Stephens Inc
Arkansas
-$24.1M -653,106 Closed
Franklin Resources
381
Franklin Resources
California
-$21.2M -576,048 Closed
SG
382
Swarthmore Group
Pennsylvania
-$12.8M -348,600 Closed
Principal Financial Group
383
Principal Financial Group
Iowa
-$7.76M -210,755 Closed
BFA
384
BlackRock Fund Advisors
California
-$4.76M -129,331 Closed
HFM
385
Hartford Financial Management
Connecticut
-$2.82M -76,605 Closed
HR
386
Howe & Rusling
New York
-$1.6M -43,453 Closed
PR
387
Payden & Rygel
California
-$1.25M -34,000 Closed
BC
388
Brinker Capital
Pennsylvania
-$687K -18,658 Closed
BIA
389
Biondo Investment Advisors
Pennsylvania
-$663K -18,015 Closed
CBB
390
Citizens Business Bank
California
-$494K -13,394 Closed
EI
391
Excelsia Inc
Georgia
-$449K -12,180 Closed
TC
392
Telemus Capital
Michigan
-$445K -12,092 Closed
Luther King Capital Management (LKCM)
393
Luther King Capital Management (LKCM)
Texas
-$204K -5,530 Closed
ASN
394
Advisory Services Network
Georgia
-$126K -3,434 Closed
LWA
395
Lenox Wealth Advisors
New York
-$86K -2,335 Closed
PTCG
396
Pring Turner Capital Group
California
-$37K -1,000 Closed
FIG
397
Fusion Investment Group
Pennsylvania
-$24K -658 Closed
OSAM
398
O'Shaughnessy Asset Management
Connecticut
-$9K -240 Closed
PFSC
399
Peoples Financial Services Corp
Pennsylvania
-$6K -150 Closed
SGC
400
South Georgia Capital
Illinois
-$1K -32 Closed