PFF icon

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 %
CAS
376
Cue Advisory Services
Arizona
$337K +$3.21K +80 +1%
UFA
377
US Financial Advisors
Massachusetts
$330K +$22.7K +565 +7%
FA
378
FCG Advisors
New Jersey
$328K +$20.5K +512 +7%
GP
379
Girard Partners
Pennsylvania
$326K +$11.5K +287 +4%
CNFG
380
Creegan & Nassoura Financial Group
New Hampshire
$325K +$325K +8,110 New
TSWM
381
Triangle Securities Wealth Management
North Carolina
$316K +$31.5K +785 +11%
KA
382
Kovack Advisors
Florida
$308K +$2.21K +55 +0.7%
HTC
383
Haverford Trust Company
Pennsylvania
$308K +$308K +7,675 New
GWM
384
Gupta Wealth Management
California
$308K +$308K +7,686 New
IWM
385
Integrated Wealth Management
California
$308K +$308K +7,694 New
WT
386
Whittier Trust
California
$306K -$34.1K -850 -10%
NCM
387
Noesis Capital Mangement
Florida
$306K +$52.1K +1,300 +21%
VNA
388
VNBTrust National Association
Virginia
$297K
ARMC
389
American Research & Management Company
Massachusetts
$293K +$80.3K +2,000 +38%
SWA
390
SFMG Wealth Advisors
Texas
$286K +$286K +7,131 New
AWA
391
ARS Wealth Advisors
Florida
$283K -$69.1K -1,723 -20%
OMC
392
Overbrook Management Corp
New York
$274K +$274K +6,835 New
BCA
393
Bernzott Capital Advisors
California
$273K
HL
394
HeadInvest LLC
Maine
$273K +$3.8K +95 +1%
SMC
395
Smith, Moore & Co
Missouri
$271K +$4.01K +100 +2%
SFG
396
SNS Financial Group
Minnesota
$267K -$154K -3,850 -37%
TAM
397
Trust Asset Management
Texas
$266K
FT
398
Fiduciary Trust
Massachusetts
$264K
SIA
399
SeaBridge Investment Advisors
New Jersey
$261K +$261K +6,500 New
CL
400
CPWM LLC
Washington
$258K -$127K -3,176 -33%