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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.
New
Increased
Maintained
Reduced
Closed
93% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 27
45% more repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 121
14% more capital invested
Capital invested by funds: $2.96B → $3.37B (+$405M)
6% more funds holding
Funds holding: 380 → 403 (+23)
0.72% more ownership
Funds ownership: 32.44% → 33.16% (+0.72%)
3% less funds holding in top 10
Funds holding in top 10: 33 → 32 (-1)
96% less call options, than puts
Call options by funds: $459K | Put options by funds: $12.5M
Holders
403
Holders Change
+23
Holders Change %
+6.05%
% of All Funds
11.58%
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
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$171M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$38.2M |
| 3 |
CC
Curian Capital
Denver,
Colorado
|
+$28.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$27.9M |
| 5 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
+$20.9M |
Top Sellers
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$72M |
| 2 |
Morgan Stanley
New York
|
-$17.8M |
| 3 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
-$13.6M |
| 4 |
Goldman Sachs
New York
|
-$10.3M |
| 5 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$7.48M |
