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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 %
GGPS
426
Gary Goldberg Planning Services
New York
$49K 1,249 +1,249 New
PSUF
427
People's United Financial
Connecticut
$42K 1,065
FMII
428
Farmers & Merchants Investments Inc
Nebraska
$39K 1,000
JIC
429
Joel Isaacson & Co
New York
$39K 1,000
LWM
430
LBA Wealth Management
Florida
$39K 1,000
SIG
431
Stanford Investment Group
California
$39K 1,000 +1,000 New
W
432
Wealthfront
California
$37K 950 +794 +509%
TCOV
433
Trust Company of Vermont
Vermont
$35K 900
IWC
434
Integrated Wealth Counsel
California
$34K 860
CFA
435
Carroll Financial Associates
North Carolina
$32K 800 -1,000 -56%
VIA
436
Vantage Investment Advisors
Pennsylvania
$32K 800
FMB
437
Field & Main Bank
Kentucky
$32K 800 +800 New
WEC
438
Winslow Evans & Crocker
Massachusetts
$30.2K 766
AIM
439
Advantage Investment Management
Iowa
$26K 651 +651 New
AAC
440
Asset Advisors Corp
Georgia
$25K 625 +625 New
RC
441
RegentAtlantic Capital
New Jersey
$24K 609 +609 New
OSNBOA
442
Old Second National Bank of Aurora
Illinois
$24K 600
SAM
443
Shamrock Asset Management
Texas
$24K 620
VNA
444
Valley National Advisers
Pennsylvania
$23K 625 +625 New
EFSCE
445
Enterprise Financial Services Corp (EFSC)
Missouri
$22K 568
WA
446
WealthTrust-Arizona
Arizona
$21K 532
PSI
447
Pinnacle Summer Investments
Virginia
$20K 500
Canada Life
448
Canada Life
Manitoba, Canada
$19K 500
BRWM
449
B. Riley Wealth Management
Tennessee
$19K 494 +9 +2%
WF
450
WealthTrust Fairport
Ohio
$15K 385