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iShares Preferred and Income Securities ETF

530 hedge funds and large institutions have $4.9B invested in iShares Preferred and Income Securities ETF in 2015 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 219 increasing their positions, 176 reducing their positions, and 29 closing their positions.

Holders
530
Holders Change
+41
Holders Change %
+8.38%
% of All Funds
13.92%
Holding in Top 10
40
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-20%
% of All Funds
1.05%
New
77
Increased
219
Reduced
176
Closed
29
Calls
$1.86M
Puts
$87.9M
Net Calls
-$86M
Net Calls Change
-$80.9M
Name Market Value Shares Shares
Change
Shares
Change %
PAMG
426
Patton Albertson Miller Group
Tennessee
$263K 6,760
Chevy Chase Trust
427
Chevy Chase Trust
Maryland
$258K 6,650 -1,000 -13%
WAM
428
Wealthspire Advisors (Maryland)
Maryland
$257K 6,627 +6,627 New
SIM
429
SSI Investment Management
California
$254K 6,554 -11,475 -64%
SIA
430
SeaBridge Investment Advisors
New Jersey
$253K 6,500
DLCIG
431
D.L. Carlson Investment Group
New Hampshire
$251K 6,470 +6,470 New
FIM
432
Fernwood Investment Management
Massachusetts
$248K 6,388 +6,388 New
FWM
433
Focused Wealth Management
New York
$246K 6,339 +2,052 +48%
ST
434
Sageworth Trust
Pennsylvania
$244K 6,295 +6,295 New
HJA
435
Hugh Johnson Advisors
New York
$242K 6,223 -90 -1%
WAS
436
WESPAC Advisors SoCal
California
$242K 6,245 +6,245 New
CAM
437
Carret Asset Management
New York
$240K 6,190 +80 +1%
LI
438
LVZ Inc
Michigan
$239K 6,151 +6,151 New
AWA
439
ARS Wealth Advisors
Florida
$238K 6,130 -927 -13%
GS
440
Girard Securities
California
$237K 6,122 +6,122 New
MWP
441
MYCIO Wealth Partners
Pennsylvania
$235K 6,054 +15 +0.2%
ATC
442
Argent Trust Co
Tennessee
$235K 6,050 +6,050 New
Sumitomo Mitsui Trust Group
443
Sumitomo Mitsui Trust Group
Japan
$234K 6,015 +6,015 New
RFS
444
Rockefeller Financial Services
New York
$233K 6,000
AFS
445
Aft Forsyth & Sober
Florida
$233K 6,000
EAM
446
Evanson Asset Management
California
$233K 5,987 +450 +8%
FT
447
Fiduciary Trust
Massachusetts
$233K 6,000 +6,000 New
PMFA
448
Plante Moran Financial Advisors
Michigan
$232K 5,979 +5 +0.1%
PWMAG
449
Pinnacle Wealth Management Advisory Group
New Jersey
$226K 5,805 +125 +2%
AR
450
Advisory Research
Illinois
$223K 5,738 -2,550 -31%