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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 %
CAL
426
Capital Advisors Ltd
Ohio
$175K
RFA
427
Reilly Financial Advisors
California
$167K +$38.8K +965 +30%
SG Americas Securities
428
SG Americas Securities
New York
$166K
AA
429
Apriem Advisors
California
$160K +$43.6K +1,090 +37%
WCM
430
Wealthcare Capital Management
Virginia
$157K +$157K +3,918 New
HPBT
431
High Point Bank & Trust
North Carolina
$142K
BBHC
432
Brown Brothers Harriman & Co
New York
$131K -$18K -448 -12%
PSC
433
Prentiss Smith & Co
Vermont
$126K +$46K +1,150 +58%
1832 Asset Management
434
1832 Asset Management
Ontario, Canada
$124K +$67.4K +1,684 +119%
EAMA
435
EFG Asset Management (Americas)
Florida
$120K -$76.4K -1,903 -39%
HCM
436
Horrell Capital Management
Arkansas
$107K
FWM
437
Focused Wealth Management
New York
$103K +$17.8K +444 +21%
MA
438
MCF Advisors
Kentucky
$100K
GT
439
Glenmede Trust
Pennsylvania
$92K -$88K -2,200 -49%
FAM
440
Formidable Asset Management
Ohio
$87K
MAM
441
Meeder Asset Management
Ohio
$87K
WA
442
Waverly Advisors
Alabama
$87K +$87K +2,167 New
AWM
443
AllSquare Wealth Management
New York
$72K
JAM
444
JCIC Asset Management
Ontario, Canada
$64K
LWM
445
LBA Wealth Management
Florida
$63K +$23.1K +580 +58%
LWA
446
Lowe Wealth Advisors
Maryland
$56K
OSNBOA
447
Old Second National Bank of Aurora
Illinois
$55K +$31K +775 +129%
VIA
448
Vantage Investment Advisors
Pennsylvania
$51K +$19.1K +480 +60%
PSUF
449
People's United Financial
Connecticut
$43K
FMII
450
Farmers & Merchants Investments Inc
Nebraska
$40K