PFF icon

iShares Preferred and Income Securities ETF

530 hedge funds and large institutions have $4.9B invested in iShares Preferred and Income Securities ETF in 2015 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 219 increasing their positions, 176 reducing their positions, and 29 closing their positions.

Holders
530
Holders Change
+41
Holders Change %
+8.38%
% of All Funds
13.92%
Holding in Top 10
40
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-20%
% of All Funds
1.05%
New
77
Increased
219
Reduced
176
Closed
29
Calls
$1.86M
Puts
$87.9M
Net Calls
-$86M
Net Calls Change
-$80.9M
Name Market Value Shares Shares
Change
Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$28.5M 733,220 +135,001 +23%
MCM
27
Manchester Capital Management
Vermont
$28.2M 725,848 +242,167 +50%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$27.8M 716,164 -12,415 -2%
RJA
29
Raymond James & Associates
Florida
$27.3M 701,717 +8,059 +1%
PWAG
30
Polaris Wealth Advisory Group
California
$24.8M 638,170 +16,147 +3%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$24.5M 629,372 -12,339 -2%
UIC
32
Uniplan Investment Counsel
Wisconsin
$24.2M 623,446 -51,717 -8%
SMA
33
Simply Money Advisors
Ohio
$23.4M 602,432 +5,811 +1%
BFA
34
BlackRock Fund Advisors
California
$23.4M 601,904 +302,773 +101%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$21.8M 560,467 +84,612 +18%
SWP
36
Stratos Wealth Partners
Ohio
$21.6M 556,382 +524,373 +1,638%
BMM
37
Berkshire Money Management
Massachusetts
$21.4M 549,653 +257,387 +88%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$20.5M 528,289 +38,430 +8%
FF
39
Friedenthal Financial
New Jersey
$20.4M 523,908 -381,474 -42%
CS
40
Credit Suisse
Switzerland
$20.3M 521,949 -79,443 -13%
FAAS
41
First Allied Advisory Services
California
$19.8M 509,507 +146,396 +40%
AIA
42
Avalon Investment & Advisory
Texas
$19.7M 508,266 -7,362 -1%
BFG
43
Beacon Financial Group
Texas
$18.5M 453,681 +22,466 +5%
MA
44
MUFG Americas
New York
$18.5M 475,027 -12,486 -3%
JIP
45
Jaffetilchin Investment Partners
Florida
$18.1M 464,717 -4,467 -1%
UCFA
46
United Capital Financial Advisors
Texas
$17.7M 456,146 -29,256 -6%
TNBTD
47
Trustmark National Bank Trust Department
Mississippi
$17.2M 441,497 +73,310 +20%
SB
48
Suntrust Banks
Georgia
$17M 438,264 +13,160 +3%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$16.5M 424,749 -5,410 -1%
CCG
50
Chatham Capital Group
Georgia
$15.3M 394,445 +22,575 +6%