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iShares Preferred and Income Securities ETF

348 hedge funds and large institutions have $3.16B invested in iShares Preferred and Income Securities ETF in 2013 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 170 reducing their positions, and 43 closing their positions.

Holders
348
Holders Change
-12
Holders Change %
-3.33%
% of All Funds
11.29%
Holding in Top 10
30
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-28.57%
% of All Funds
0.97%
New
34
Increased
107
Reduced
170
Closed
43
Calls
$2.11M
Puts
$12.3M
Net Calls
-$10.1M
Net Calls Change
+$5.04M
Name Market Value Shares Shares
Change
Shares
Change %
SF
76
Synovus Financial
Georgia
$5.97M 157,103 +16,172 +11%
TAG
77
Tactical Allocation Group
Michigan
$5.89M 154,956 +154,956 New
BMM
78
Berkshire Money Management
Massachusetts
$5.84M 153,677 -148,762 -49%
UCFA
79
United Capital Financial Advisors
Texas
$5.78M 152,075 -295,008 -66%
CFA
80
Camarda Financial Advisors
Florida
$5.7M 149,888 -8,772 -6%
CT
81
Coastline Trust
Rhode Island
$5.69M 149,639 +5,189 +4%
TAM
82
Tocqueville Asset Management
New York
$5.47M 144,064 -7,550 -5%
NC
83
NewSquare Capital
Pennsylvania
$5.46M 143,731 -16,169 -10%
Invesco
84
Invesco
Georgia
$5.45M 143,373 +19,217 +15%
BG
85
BlackRock Group
United Kingdom
$5.41M 142,300
Fiera Capital (Canada)
86
Fiera Capital (Canada)
Quebec, Canada
$5.38M 141,650 +78,700 +125%
PMG
87
ProVise Management Group
Florida
$5.34M 140,483 -1,972 -1%
BFA
88
BlackRock Fund Advisors
California
$5.2M 136,842 -8,932 -6%
JPMorgan Chase & Co
89
JPMorgan Chase & Co
New York
$5.1M 134,108 -87,782 -40%
Northern Trust
90
Northern Trust
Illinois
$4.94M 129,857 +14,159 +12%
USAA
91
United Services Automobile Association
Texas
$4.75M 125,000
PI
92
Placemark Investments
Illinois
$4.72M 124,146 -33,481 -21%
IWC
93
Integrated Wealth Counsel
California
$4.54M 119,493 -106,636 -47%
FBT
94
Founders Bank & Trust
Michigan
$4.51M 118,572 -3,600 -3%
EI
95
Excelsia Inc
Georgia
$4.5M 118,362 +6,370 +6%
TCM
96
Twele Capital Management
Minnesota
$4.47M 117,683 -914 -0.8%
1IC
97
1919 Investment Counsel
Maryland
$4.42M 116,358 -6,357 -5%
PFS
98
Prospera Financial Services
Texas
$4.35M 115,353 +14,761 +15%
WAM
99
Weatherly Asset Management
California
$4.23M 111,396 -6,483 -5%
VFS
100
VSR Financial Services
Kansas
$4.17M 109,613 -2,594 -2%