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iShares Preferred and Income Securities ETF

482 hedge funds and large institutions have $4.5B invested in iShares Preferred and Income Securities ETF in 2015 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 217 increasing their positions, 153 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 153

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

0.64% less ownership

Funds ownership: 35.33%34.7% (-0.64%)

3% less capital invested

Capital invested by funds: $4.63B → $4.5B (-$121M)

1% less funds holding

Funds holding: 488482 (-6)

4% less funds holding in top 10

Funds holding in top 10: 4543 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $23.9M

Holders
482
Holders Change
-6
Holders Change %
-1.23%
% of All Funds
12.99%
Holding in Top 10
43
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.44%
% of All Funds
1.16%
New
32
Increased
217
Reduced
153
Closed
31
Calls
Puts
$23.9M
Net Calls
-$23.9M
Net Calls Change
-$6.03M
Name Holding Trade Value Shares
Change
Change in
Stake
HF
76
Hoxton Financial
West Virginia
$8.72M +$291K +7,333 +3%
V
77
Veritable
Delaware
$8.25M -$615K -15,498 -7%
EMA
78
Efficient Market Advisors
California
$8.15M -$399K -10,064 -5%
JP Morgan Chase
79
JP Morgan Chase
New York
$7.82M +$913K +23,015 +13%
BFA
80
Beaumont Financial Advisors
Massachusetts
$7.79M -$3.4M -85,837 -31%
SC
81
SouthState Corp
Florida
$7.64M +$666K +16,792 +9%
RFC
82
Regions Financial Corp
Alabama
$7.59M +$305K +7,679 +4%
VFA
83
Voya Financial Advisors
Connecticut
$7.47M +$4.04M +101,765 +114%
HH
84
Hilltop Holdings
Texas
$7.33M +$1.73M +43,728 +31%
BWAM
85
Boyd Watterson Asset Management
Ohio
$7M -$924K -23,281 -12%
SF
86
Synovus Financial
Georgia
$6.98M +$205K +5,165 +3%
BAM
87
Banta Asset Management
California
$6.84M +$3.17K +80 +0%
NA
88
Nottingham Advisors
New York
$6.75M -$98.9K -2,493 -1%
AAM
89
Autus Asset Management
Arizona
$6.72M +$515K +12,981 +8%
BAM
90
Brave Asset Management
New Jersey
$6.63M -$63.5K -1,600 -0.9%
AI
91
Atria Investments
North Carolina
$6.44M +$733K +18,479 +13%
SPC
92
Sigma Planning Corp
Michigan
$6.39M -$1.17M -29,562 -15%
DWM
93
Dakota Wealth Management
Florida
$6.36M +$890K +22,428 +16%
BCI
94
Brinker Capital Investments
Pennsylvania
$6.18M +$50.9K +1,284 +0.8%
WCM
95
Windsor Capital Management
Arizona
$6.15M -$13.6K -344 -0.2%
ACI
96
Alpha Cubed Investments
California
$5.72M +$2.8M +70,535 +93%
CA
97
Cetera Advisors
Colorado
$5.59M +$1.62M +40,740 +40%
MAS
98
Madden Advisory Services
Florida
$5.52M -$11.4K -288 -0.2%
JWBC
99
J.W. Burns & Co
New York
$5.43M +$233K +5,877 +4%
CT
100
Coastline Trust
Rhode Island
$5.34M +$24.6K +620 +0.5%