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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 %
SIG
451
Stanford Investment Group
California
$40K
JIC
452
Joel Isaacson & Co
New York
$40K
RCG
453
Ruggie Capital Group
Florida
$39K -$10.1K -255 -21%
TCOV
454
Trust Company of Vermont
Vermont
$36K
W
455
Wealthfront
California
$34K -$4.45K -110 -12%
CFA
456
Carroll Financial Associates
North Carolina
$32K
FMB
457
Field & Main Bank
Kentucky
$32K
SHJ
458
Sharkey, Howes & Javer
Colorado
$32K +$32K +788 New
WEC
459
Winslow Evans & Crocker
Massachusetts
$30.7K
AAC
460
Asset Advisors Corp
Georgia
$25K
SAM
461
Shamrock Asset Management
Texas
$24K
EFSCE
462
Enterprise Financial Services Corp (EFSC)
Missouri
$23K
HI
463
Hudock Inc
Pennsylvania
$23K +$11.8K +293 +106%
DBT
464
Dubuque Bank & Trust
Iowa
$21K -$84.6K -2,155 -80%
AIM
465
Advantage Investment Management
Iowa
$21K -$5.75K -140 -22%
WA
466
WealthTrust-Arizona
Arizona
$21K
PSI
467
Pinnacle Summer Investments
Virginia
$20K
DIA
468
Davidson Investment Advisors
Montana
$20K +$20K +500 New
BRWM
469
B. Riley Wealth Management
Tennessee
$19K +$153 +4 +0.8%
CP
470
Corbenic Partners
Pennsylvania
$16K +$16K +400 New
WP
471
WealthPLAN Partners
Nebraska
$16K +$16K +400 New
IP
472
Investment Partners
Ohio
$14K +$14K +350 New
PAI
473
Pittenger & Anderson Inc
Nebraska
$12K
BWA
474
Burt Wealth Advisors
Maryland
$12K +$12K +300 New
AF
475
Allworth Financial
California
$12K +$12K +300 New