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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 Holding Trade Value Shares
Change
Shares
Change %
SMM
101
Stadion Money Management
Georgia
$3.41M +$3.41M +87,474 New
VAS
102
Valicenti Advisory Services
New York
$3.41M -$73.6K -1,886 -2%
CT
103
Coastline Trust
Rhode Island
$3.39M -$99.5K -2,550 -3%
BC
104
Bartlett & Co
Ohio
$3.26M -$62.6K -1,605 -2%
HH
105
Hilltop Holdings
Texas
$3.2M +$282K +7,238 +10%
PWW
106
Pettyjohn Wood & White
Virginia
$3.18M +$674K +17,280 +27%
AIM
107
Aspen Investment Management
Michigan
$3.05M +$62.4K +1,598 +2%
OC
108
Oppenheimer & Co
New York
$2.92M +$781K +20,025 +36%
HC
109
HHG & Company
Connecticut
$2.89M +$16.2K +415 +0.6%
FIB
110
First Interstate Bank
Montana
$2.86M -$429K -10,983 -13%
Fiera Capital (Canada)
111
Fiera Capital (Canada)
Quebec, Canada
$2.82M -$2.4M -61,500 -46%
NB
112
NBT Bank
New York
$2.82M +$7.65K +196 +0.3%
ACM
113
Azimuth Capital Management
Michigan
$2.81M +$247K +6,330 +10%
TCB
114
Texas Capital Bancshares
Texas
$2.8M +$1.46M +37,378 +109%
RIA
115
Regal Investment Advisors
Michigan
$2.79M -$336K -8,614 -11%
DOA
116
D'Orazio & Associates
Virginia
$2.71M -$1.59M -40,669 -37%
JWBC
117
J.W. Burns & Co
New York
$2.7M +$623K +15,960 +30%
CA
118
Cetera Advisors
Colorado
$2.67M +$134K +3,421 +5%
RJFSA
119
Raymond James Financial Services Advisors
Florida
$2.56M +$45.3K +1,160 +2%
NAM
120
Nichols Asset Management
Massachusetts
$2.54M -$687K -17,600 -21%
GCA
121
Greenwood Capital Associates
South Carolina
$2.53M +$464K +11,893 +22%
NAM
122
North American Management
Massachusetts
$2.53M +$247K +6,318 +11%
BFC
123
Blue Fin Capital
Rhode Island
$2.51M +$204K +5,215 +9%
SAMC
124
Shinko Asset Management Company
Japan
$2.49M -$281K -7,200 -10%
OAM
125
Occidental Asset Management
California
$2.45M +$2.45M +62,740 New