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iShares Preferred and Income Securities ETF

380 hedge funds and large institutions have $2.96B invested in iShares Preferred and Income Securities ETF in 2014 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 144 increasing their positions, 156 reducing their positions, and 21 closing their positions.

Holders
380
Holders Change
+18
Holders Change %
+4.97%
% of All Funds
10.98%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.95%
New
39
Increased
144
Reduced
156
Closed
21
Calls
$1.62M
Puts
$12.8M
Net Calls
-$11.2M
Net Calls Change
-$6.22M
Name Market Value Shares Shares
Change
Shares
Change %
RFC
76
Regions Financial Corp
Alabama
$5.28M 135,218 +10,942 +9%
William Blair & Company
77
William Blair & Company
Illinois
$5.17M 132,530 -64,415 -33%
SF
78
Synovus Financial
Georgia
$4.99M 128,009 +2,624 +2%
PFC
79
Phocas Financial Corp
California
$4.9M 125,647 +32,280 +35%
USAA
80
United Services Automobile Association
Texas
$4.88M 125,000
TH
81
TCTC Holdings
Texas
$4.86M 124,550 +100 +0.1%
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$4.76M 122,350 +122,350 New
PFS
83
Prospera Financial Services
Texas
$4.74M 121,307 -8,036 -6%
TCM
84
Twele Capital Management
Minnesota
$4.52M 115,875 -1,720 -1%
1IC
85
1919 Investment Counsel
Maryland
$4.5M 115,372 +2,471 +2%
PMG
86
ProVise Management Group
Florida
$4.47M 114,494 -15,154 -12%
NC
87
NewSquare Capital
Pennsylvania
$4.34M 111,116 -9,525 -8%
BFG
88
Bouchey Financial Group
New York
$4.3M 110,245 -474 -0.4%
BMM
89
Berkshire Money Management
Massachusetts
$4.25M 108,896 +5,695 +6%
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$4.2M 107,559 +3,163 +3%
Ameriprise
91
Ameriprise
Minnesota
$4.17M 106,836 -117,533 -52%
IWC
92
Integrated Wealth Counsel
California
$4.16M 106,608 +30,396 +40%
AA
93
Advisory Alpha
Michigan
$4.15M 106,280 +28,252 +36%
SAMT
94
Select Asset Management & Trust
Pennsylvania
$4.15M 106,260 +106,260 New
PI
95
Placemark Investments
Illinois
$3.87M 99,145 -32,591 -25%
LI
96
Longer Investments
Arkansas
$3.86M 98,760 +27,005 +38%
HSBC Holdings
97
HSBC Holdings
United Kingdom
$3.7M 94,788 -76,140 -45%
VFS
98
VSR Financial Services
Kansas
$3.7M 94,710 -42 -0%
WAM
99
Weatherly Asset Management
California
$3.68M 94,256 -7,334 -7%
CFS
100
Community Financial System
New York
$3.62M 92,784 +50 +0.1%