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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 %
LI
126
Longer Investments
Arkansas
$3.6M 91,165 -235 -0.3%
Fiera Capital (Canada)
127
Fiera Capital (Canada)
Quebec, Canada
$3.46M 87,755 +73,737 +526%
WAM
128
Weatherly Asset Management
California
$3.4M 86,155 -1,929 -2%
TAM
129
Tocqueville Asset Management
New York
$3.37M 85,437 +85,437 New
VAS
130
Valicenti Advisory Services
New York
$3.37M 85,316 +1,014 +1%
HFM
131
Hartford Financial Management
Connecticut
$3.36M 85,145 +6,680 +9%
Millennium Management
132
Millennium Management
New York
$3.34M 84,663 +68,360 +419%
NEIRG
133
New England Investment & Retirement Group
Massachusetts
$3.27M 82,963 +82,963 New
PAG
134
Private Advisor Group
New Jersey
$3.21M 82,966 +38,254 +86%
HC
135
HHG & Company
Connecticut
$3.15M 79,761 -402 -0.5%
NAM
136
Nichols Asset Management
Massachusetts
$3.13M 79,357 +14,400 +22%
NB
137
NBT Bank
New York
$3.13M 79,321 +798 +1%
CCM
138
Canal Capital Management
Virginia
$3.13M 79,269 +79,269 New
MBT
139
Monroe Bank & Trust
Michigan
$3.12M 79,008 -1,612 -2%
BT
140
Beacon Trust
New Jersey
$3.04M 76,943 +27,759 +56%
IPC
141
Independent Portfolio Consultants
Florida
$3M 75,935 +39,735 +110%
AIM
142
Aspen Investment Management
Michigan
$2.97M 75,335 -1,050 -1%
QA
143
Quantitative Advantage
Minnesota
$2.89M 73,346 -7,620 -9%
NAM
144
North American Management
Massachusetts
$2.88M 73,033 +6,555 +10%
JWM
145
Jacobus Wealth Management
Wisconsin
$2.84M 72,070 +4,770 +7%
NFG
146
Noven Financial Group
Colorado
$2.83M 71,688 +5,408 +8%
TCB
147
Texas Capital Bancshares
Texas
$2.81M 71,286 -457 -0.6%
Mirae Asset Global Investments
148
Mirae Asset Global Investments
South Korea
$2.81M 71,200 +71,200 New
Northern Trust
149
Northern Trust
Illinois
$2.76M 70,094 -1,203 -2%
FIM
150
Foresters Investment Management
New York
$2.76M 70,000 +30,000 +75%