PFF icon

iShares Preferred and Income Securities ETF

403 hedge funds and large institutions have $3.37B invested in iShares Preferred and Income Securities ETF in 2014 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 175 increasing their positions, 121 reducing their positions, and 27 closing their positions.

Holders
403
Holders Change
+23
Holders Change %
+6.05%
% of All Funds
11.59%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.92%
New
52
Increased
175
Reduced
121
Closed
27
Calls
$459K
Puts
$12.5M
Net Calls
-$12M
Net Calls Change
-$855K
Name Market Value Shares Shares
Change
Shares
Change %
PWAG
26
Polaris Wealth Advisory Group
California
$21.2M 530,906 +530,906 New
B
27
Baird
Wisconsin
$20.8M 522,236 +79,568 +18%
AIA
28
Avalon Investment & Advisory
Texas
$20.4M 510,215 -6,197 -1%
BTS
29
BB&T Securities
Virginia
$19.3M 48,300 +3,927 +9%
Franklin Resources
30
Franklin Resources
California
$19.1M 477,511 +477,511 New
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$18.9M 473,664 +37,509 +9%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$18.8M 470,578 +29,633 +7%
JIP
33
Jaffetilchin Investment Partners
Florida
$18.1M 452,668 +10,734 +2%
Goldman Sachs
34
Goldman Sachs
New York
$18M 450,941 -262,079 -37%
GI
35
Glovista Investments
New Jersey
$17.9M 447,838 +8,394 +2%
MA
36
MUFG Americas
New York
$16.4M 411,479 +20,653 +5%
CS
37
Credit Suisse
Switzerland
$15.5M 387,757 -1,825,850 -82%
BCI
38
Brinker Capital Investments
Pennsylvania
$15.1M 378,564 -110,886 -23%
WBG
39
Wharton Business Group
Pennsylvania
$14.7M 368,865 -189,745 -34%
HNB
40
Huntington National Bank
Ohio
SB
41
Suntrust Banks
Georgia
$14.4M 361,298 -138,655 -28%
FAAM
42
First Allied Asset Management
California
$13.3M 335,076 +10,400 +3%
IAS
43
IMA Advisory Services
Colorado
$12.7M 318,695 -8,477 -3%
BFG
44
Beacon Financial Group
Texas
$12.5M 312,800 +12,161 +4%
RJA
45
Raymond James & Associates
Florida
$12M 300,209 +40,645 +16%
AssetMark Inc
46
AssetMark Inc
California
$11.9M 297,250 +100,121 +51%
CIA
47
Capital Investment Advisors
Georgia
$11.8M 294,697 -20,112 -6%
Stifel Financial
48
Stifel Financial
Missouri
$11.7M 292,781 +6,356 +2%
PPA
49
Parametric Portfolio Associates
Washington
$11.5M 289,164 +2,343 +0.8%
GW
50
GW & Wade
Massachusetts
$11.3M 284,162 +69,435 +32%