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iShares Preferred and Income Securities ETF

465 hedge funds and large institutions have $4.02B invested in iShares Preferred and Income Securities ETF in 2014 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 221 increasing their positions, 99 reducing their positions, and 25 closing their positions.

Holders
465
Holders Change
+56
Holders Change %
+13.69%
% of All Funds
12.41%
Holding in Top 10
43
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+38.71%
% of All Funds
1.15%
New
88
Increased
221
Reduced
99
Closed
25
Calls
$461K
Puts
$11.3M
Net Calls
-$10.8M
Net Calls Change
+$15.8M
Name Market Value Shares Shares
Change
Shares
Change %
VNA
376
VNBTrust National Association
Virginia
$292K 7,410
BC
377
Brinker Capital
Pennsylvania
$288K 7,300 +7,300 New
DWT
378
Dorsey & Whitney Trust
South Dakota
$281K 7,148
SC
379
SouthState Corp
Florida
$280K 7,110 -137,000 -95%
TSWM
380
Triangle Securities Wealth Management
North Carolina
$279K 7,084 +100 +1%
CA
381
CapWealth Advisors
Tennessee
$275K 6,965 -440 -6%
BCA
382
Bernzott Capital Advisors
California
$268K 6,795
HL
383
HeadInvest LLC
Maine
$265K 6,723 +47 +0.7%
SMC
384
Smith, Moore & Co
Missouri
$263K 6,660 +160 +2%
CAM
385
Carret Asset Management
New York
$263K 6,660 +400 +6%
TAM
386
Trust Asset Management
Texas
$262K 6,640 +6,640 New
FT
387
Fiduciary Trust
Massachusetts
$259K 6,575
CB
388
Chemical Bank
Michigan
$259K 6,577 +6,577 New
NCM
389
Noesis Capital Mangement
Florida
$250K 6,330
JFGIW
390
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$249K 6,328 +2,395 +61%
RTS
391
Round Table Services
New Jersey
$248K 6,300 +6,300 New
RFS
392
Rockefeller Financial Services
New York
$237K 6,000
AA
393
Ancora Advisors
Ohio
$228K 5,793 +5,793 New
EAM
394
Evanson Asset Management
California
$225K 5,693 +5,693 New
BC
395
Barnett & Company
Tennessee
$221K 5,600 -2,500 -31%
ALA
396
Atherton Lane Advisers
California
$219K 5,560 +22 +0.4%
ARMC
397
American Research & Management Company
Massachusetts
$209K 5,300 +1,250 +31%
Barclays
398
Barclays
United Kingdom
$207K 5,338 -6,652 -55%
CIC
399
Carnegie Investment Counsel
Ohio
$204K 5,150 -100 -2%
ISB
400
Iowa State Bank
Iowa
$203K 5,155