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iShares Preferred and Income Securities ETF

380 hedge funds and large institutions have $2.96B invested in iShares Preferred and Income Securities ETF in 2014 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 144 increasing their positions, 156 reducing their positions, and 21 closing their positions.

Holders
380
Holders Change
+18
Holders Change %
+4.97%
% of All Funds
10.98%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.95%
New
39
Increased
144
Reduced
156
Closed
21
Calls
$1.62M
Puts
$12.8M
Net Calls
-$11.2M
Net Calls Change
-$6.22M
Name Holding Trade Value Shares
Change
Shares
Change %
AIA
26
Avalon Investment & Advisory
Texas
$20.2M -$30.4K -778 -0.2%
SB
27
Suntrust Banks
Georgia
$19.5M -$1.21M -30,965 -6%
BCI
28
Brinker Capital Investments
Pennsylvania
$19.1M -$1.46M -37,360 -7%
DJSG
29
D.J. St. Germain
Massachusetts
$17.9M -$1.04M -26,525 -5%
BTS
30
BB&T Securities
Virginia
$17.3M -$1.46M -3,737 -8%
B
31
Baird
Wisconsin
$17.3M -$10.8M -276,345 -38%
HNB
32
Huntington National Bank
Ohio
$17.3M -$8.95M
JIP
33
Jaffetilchin Investment Partners
Florida
$17.2M +$6.88M +176,387 +66%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$17.2M +$8.02M +205,391 +87%
GI
35
Glovista Investments
New Jersey
$17.2M +$5.27M +135,048 +44%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$17M -$2.27M -58,079 -12%
MA
37
MUFG Americas
New York
$15.3M -$1.32M -33,724 -8%
IAS
38
IMA Advisory Services
Colorado
$12.8M -$182K -4,670 -1%
FAAM
39
First Allied Asset Management
California
$12.6M +$650K +16,713 +5%
CIA
40
Capital Investment Advisors
Georgia
$12.3M -$1.49M -38,172 -11%
BFG
41
Beacon Financial Group
Texas
$11.7M +$863K +22,136 +8%
PPA
42
Parametric Portfolio Associates
Washington
$11.2M -$901K -23,080 -7%
Stifel Financial
43
Stifel Financial
Missouri
$11.2M +$11.2M +286,425 New
V
44
Veritable
Delaware
$10.7M -$1.07M -27,376 -9%
IC
45
Iconiq Capital
California
$10.3M -$786K -20,150 -7%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$10.3M +$1.81M +46,276 +21%
RJA
47
Raymond James & Associates
Florida
$10.1M -$1.82M -46,697 -15%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$10M -$728K -18,682 -7%
PWM
49
Patriot Wealth Management
Texas
$9.95M +$129K +3,305 +1%
Deutsche Bank
50
Deutsche Bank
Germany
$9.51M +$697K +17,864 +8%