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iShares Preferred and Income Securities ETF

465 hedge funds and large institutions have $4.02B invested in iShares Preferred and Income Securities ETF in 2014 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 221 increasing their positions, 99 reducing their positions, and 25 closing their positions.

Holders
465
Holders Change
+56
Holders Change %
+13.69%
% of All Funds
12.41%
Holding in Top 10
43
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+38.71%
% of All Funds
1.15%
New
88
Increased
221
Reduced
99
Closed
25
Calls
$461K
Puts
$11.3M
Net Calls
-$10.8M
Net Calls Change
+$15.8M
Name Market Value Shares Shares
Change
Shares
Change %
BMM
51
Berkshire Money Management
Massachusetts
$11.7M 296,057 +8,703 +3%
SB
52
Suntrust Banks
Georgia
$11.6M 295,327 -29,460 -9%
Goldman Sachs
53
Goldman Sachs
New York
$11.6M 293,173 -272,029 -48%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$11.4M 289,861 +15,532 +6%
PPA
55
Parametric Portfolio Associates
Washington
$11.2M 284,920 -14,291 -5%
IAS
56
IMA Advisory Services
Colorado
$11.2M 284,808 -49,976 -15%
MCM
57
Manchester Capital Management
Vermont
$11M 278,776 +85,658 +44%
PWM
58
Patriot Wealth Management
Texas
$11M 278,210 +3,265 +1%
IC
59
Intersect Capital
California
$10.7M 271,912 +271,912 New
CIA
60
Capital Investment Advisors
Georgia
$10.5M 267,220 -20,803 -7%
DG
61
Davidson & Garrard
Virginia
$10.1M 256,983 +15,566 +6%
HNB
62
Huntington National Bank
Ohio
IC
63
Iconiq Capital
California
$10M 253,761
V
64
Veritable
Delaware
$9.64M 244,345 -5,848 -2%
SWP
65
Stratos Wealth Partners
Ohio
$9.59M 243,085 +84,254 +53%
AWM
66
Affinity Wealth Management
Delaware
$9.51M 241,026 +241,026 New
PMLI
67
Penn Mutual Life Insurance
Pennsylvania
$9.5M 241,000 +241,000 New
KIA
68
KCM Investment Advisors
California
$9.27M 235,021 +1,047 +0.4%
CTB
69
Country Trust Bank
Illinois
$9.26M 234,862 +16,613 +8%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$9.1M 230,636 +4,650 +2%
TD Asset Management
71
TD Asset Management
Ontario, Canada
$9M 228,251 -318,792 -58%
GW
72
GW & Wade
Massachusetts
$8.96M 227,217 -52,610 -19%
EMA
73
Efficient Market Advisors
California
$8.86M 224,584 +22,030 +11%
SMA
74
Simply Money Advisors
Ohio
$8.69M 220,244 -2,910 -1%
HF
75
Hoxton Financial
West Virginia
$8.36M 211,972 +7,055 +3%