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iShares Preferred and Income Securities ETF

532 hedge funds and large institutions have $5.07B invested in iShares Preferred and Income Securities ETF in 2016 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 252 increasing their positions, 161 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
14.2%
Holding in Top 10
48
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20%
% of All Funds
1.28%
New
46
Increased
252
Reduced
161
Closed
39
Calls
$2.92M
Puts
$47.1M
Net Calls
-$44.1M
Net Calls Change
+$41.9M
Name Holding Trade Value Shares
Change
Shares
Change %
HIS
426
Horizon Investment Services
Indiana
$252K -$86.8K -2,221 -26%
CAM
427
Carret Asset Management
New York
$251K +$9.74K +250 +4%
AA
428
Ancora Advisors
Ohio
$251K +$251K +6,442 New
Fiera Capital (Canada)
429
Fiera Capital (Canada)
Quebec, Canada
$249K -$134K -3,437 -35%
DLCIG
430
D.L. Carlson Investment Group
New Hampshire
$247K -$5.86K -150 -2%
ST
431
Sageworth Trust
Pennsylvania
$246K
BC
432
Burney Company
Virginia
$246K +$246K +6,292 New
HJA
433
Hugh Johnson Advisors
New York
$243K
CWM
434
Confluence Wealth Management
Oregon
$242K -$69.8K -1,790 -22%
FIM
435
Fernwood Investment Management
Massachusetts
$239K -$9.94K -255 -4%
MWP
436
MYCIO Wealth Partners
Pennsylvania
$239K +$3.19K +82 +1%
CIC
437
Carnegie Investment Counsel
Ohio
$239K +$239K +6,131 New
CS
438
Comerica Securities
Michigan
$238K +$238K +6,092 New
ATC
439
Argent Trust Co
Tennessee
$237K +$547 +14 +0.2%
BRWM
440
B. Riley Wealth Management
Tennessee
$236K +$236K +6,048 New
FT
441
Fiduciary Trust
Massachusetts
$234K
RFS
442
Rockefeller Financial Services
New York
$234K
EAM
443
Edge Asset Management
Washington
$234K +$234K +6,000 New
Carson Wealth (CWM LLC)
444
Carson Wealth (CWM LLC)
Nebraska
$232K +$227K +5,796 +4,231%
PWMAG
445
Pinnacle Wealth Management Advisory Group
New Jersey
$230K +$3.13K +80 +1%
AR
446
Advisory Research
Illinois
$224K
Simplex Trading
447
Simplex Trading
Illinois
$224K +$204K +5,218 +1,000%
AllianceBernstein
448
AllianceBernstein
Tennessee
$222K -$62.7K -1,605 -22%
DWT
449
Dorsey & Whitney Trust
South Dakota
$222K
TU
450
TDAM USA
Ontario, Canada
$222K