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iShares Preferred and Income Securities ETF

362 hedge funds and large institutions have $2.73B invested in iShares Preferred and Income Securities ETF in 2013 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 76 increasing their positions, 190 reducing their positions, and 45 closing their positions.

Holders
362
Holders Change
+14
Holders Change %
+4.02%
% of All Funds
10.51%
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.87%
New
64
Increased
76
Reduced
190
Closed
45
Calls
$2.56M
Puts
$7.54M
Net Calls
-$4.97M
Net Calls Change
+$5.18M
Name Market Value Shares Shares
Change
Shares
Change %
UCFA
76
United Capital Financial Advisors
Texas
$5.97M 162,090 +10,015 +7%
BWAM
77
Boyd Watterson Asset Management
Ohio
$5.92M 160,743 -9,215 -5%
MAM
78
Marquette Asset Management
Minnesota
$5.7M 154,796 -57,152 -27%
Invesco
79
Invesco
Georgia
$5.6M 152,113 +8,740 +6%
CFA
80
Camarda Financial Advisors
Florida
$5.27M 143,072 -6,816 -5%
LFG
81
LifePlan Financial Group
Ohio
$4.98M 135,101 +133,546 +8,588%
Fiera Capital (Canada)
82
Fiera Capital (Canada)
Quebec, Canada
$4.93M 133,750 -7,900 -6%
PI
83
Placemark Investments
Illinois
$4.85M 131,736 +7,590 +6%
PMG
84
ProVise Management Group
Florida
$4.78M 129,648 -10,835 -8%
PFS
85
Prospera Financial Services
Texas
$4.76M 129,343 +13,990 +12%
BFA
86
BlackRock Fund Advisors
California
$4.76M 129,331 -7,511 -5%
BAM
87
Brave Asset Management
New Jersey
$4.72M 128,155 +128,155 New
SF
88
Synovus Financial
Georgia
$4.62M 125,385 -31,718 -20%
USAA
89
United Services Automobile Association
Texas
$4.6M 125,000
TH
90
TCTC Holdings
Texas
$4.58M 124,450 +52,700 +73%
RFC
91
Regions Financial Corp
Alabama
$4.58M 124,276 +33,286 +37%
NC
92
NewSquare Capital
Pennsylvania
$4.44M 120,641 -23,090 -16%
TCM
93
Twele Capital Management
Minnesota
$4.33M 117,595 -88 -0.1%
BFG
94
Bouchey Financial Group
New York
$4.21M 110,719 +110,719 New
1IC
95
1919 Investment Counsel
Maryland
$4.16M 112,901 -3,457 -3%
DOA
96
D'Orazio & Associates
Virginia
$4.05M 110,048 +110,048 New
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$3.85M 104,396 -568,759 -84%
BMM
98
Berkshire Money Management
Massachusetts
$3.8M 103,201 -50,476 -33%
WAM
99
Weatherly Asset Management
California
$3.74M 101,590 -9,806 -9%
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
$3.73M 101,297 -32,811 -24%