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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.

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 %
PWAG
26
Polaris Wealth Advisory Group
California
$24.5M +$2.46M +61,372 +11%
CS
27
Credit Suisse
Switzerland
$24.5M +$4.54M +113,259 +23%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$23.9M +$2.21M +55,211 +10%
MSWM
29
Mader & Shannon Wealth Management
Missouri
$23.8M -$9.45M -235,582 -28%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$22.2M +$2.28M +56,882 +11%
BCM
31
Brookstone Capital Management
Illinois
$21.9M +$21.9M +546,535 New
B
32
Baird
Wisconsin
$20.8M +$2.04M +50,850 +11%
AIA
33
Avalon Investment & Advisory
Texas
$20.6M +$74K +1,852 +0.4%
BTS
34
BB&T Securities
Virginia
$19.7M +$315K +786 +2%
MA
35
MUFG Americas
New York
$19.6M +$2.2M +54,966 +13%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$18.4M +$3.85M +95,919 +26%
JIP
37
Jaffetilchin Investment Partners
Florida
$18.3M -$7.18M -179,075 -28%
FAAM
38
First Allied Asset Management
California
$18M +$3.85M +95,969 +27%
Citigroup
39
Citigroup
New York
$17.5M +$4.44M +110,588 +34%
RJA
40
Raymond James & Associates
Florida
$16.5M +$1.34M +33,423 +9%
SWP
41
Stratos Wealth Partners
Ohio
$16.2M +$6.42M +160,061 +66%
FF
42
Friedenthal Financial
New Jersey
$15.4M +$180K +4,487 +1%
MCM
43
Manchester Capital Management
Vermont
$15.1M +$3.94M +98,164 +35%
BFG
44
Beacon Financial Group
Texas
$14.9M +$1.71M +42,718 +13%
Franklin Resources
45
Franklin Resources
California
$14.8M -$4.17M -103,863 -22%
AssetMark Inc
46
AssetMark Inc
California
$14.7M +$1.3M +32,346 +10%
CCG
47
Chatham Capital Group
Georgia
$14.5M +$1.83M +45,650 +14%
BFA
48
BlackRock Fund Advisors
California
$14.4M +$14.4M +358,045 New
SGAM
49
Steinberg Global Asset Management
Florida
$14.2M +$1.18M +29,421 +9%
Stifel Financial
50
Stifel Financial
Missouri
$14.2M +$369K +9,203 +3%