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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 %
UCFA
76
United Capital Financial Advisors
Texas
$8.21M 208,133 +12,097 +6%
DJSG
77
D.J. St. Germain
Massachusetts
$7.95M 201,484 +97,254 +93%
FBB
78
Fulton Breakefield Broenniman
Maryland
$7.94M 201,201 +5,847 +3%
DIP
79
DT Investment Partners
Pennsylvania
$7.78M 197,251 +179,418 +1,006%
BWAM
80
Boyd Watterson Asset Management
Ohio
$7.73M 195,913 +4,310 +2%
BFG
81
Bouchey Financial Group
New York
$7.4M 187,740 +9,056 +5%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$7.35M 186,251 -28,913 -13%
AIG
83
American International Group
New York
$7.07M 179,263 +3,620 +2%
BAM
84
Banta Asset Management
California
$6.99M 177,154 +4,413 +3%
RFC
85
Regions Financial Corp
Alabama
$6.84M 173,305 +27,925 +19%
SPC
86
Sigma Planning Corp
Michigan
$6.76M 171,414 +171,414 New
CFA
87
Camarda Financial Advisors
Florida
$6.58M 166,804 +3,495 +2%
SF
88
Synovus Financial
Georgia
$6.52M 165,175 +9,378 +6%
FAAS
89
First Allied Advisory Services
California
$6.41M 162,521 +23,005 +16%
WCM
90
Windsor Capital Management
Arizona
$6.38M 161,626 -2,272 -1%
PI
91
Placemark Investments
Illinois
$6.33M 160,495 +34,708 +28%
AI
92
Atria Investments
North Carolina
$6.3M 159,660 -6,210 -4%
ICOA
93
Investment Centers of America
North Dakota
$6.23M 157,896 -11,468 -7%
BAM
94
Brave Asset Management
New Jersey
$6.19M 156,905 +7,750 +5%
BCI
95
Brinker Capital Investments
Pennsylvania
$6.1M 154,683 -71,212 -32%
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
$5.63M 142,852 +15,629 +12%
MAS
97
Madden Advisory Services
Florida
$5.57M 141,283
AAM
98
Autus Asset Management
Arizona
$5.55M 140,605 +27,484 +24%
PFS
99
Prospera Financial Services
Texas
$5.22M 132,357 +3,438 +3%
PFC
100
Phocas Financial Corp
California
$5.12M 129,741 -4,879 -4%