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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.

New
Increased
Maintained
Reduced
Closed
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 %
AG
151
Appleton Group
Wisconsin
$1.69M +$1.45M +37,288 +609%
LWI
152
Long Wharf Investors
Massachusetts
$1.61M +$1.02M +26,260 +174%
GSBTD
153
Glenview State Bank Trust Department
Illinois
$1.59M +$121K +3,100 +8%
WPW
154
Waldron Private Wealth
Pennsylvania
$1.57M -$42.9K -1,100 -3%
AMM
155
American Money Management
California
$1.56M -$361K -9,240 -19%
FIM
156
Foresters Investment Management
New York
$1.56M +$390K +10,000 +33%
CWM
157
Concert Wealth Management
California
$1.54M -$361K -9,244 -19%
AAM
158
Autus Asset Management
Arizona
$1.53M +$583K +14,925 +62%
BPBT
159
Boston Private Bank & Trust
Massachusetts
$1.51M -$26.7K -684 -2%
WS
160
Wedbush Securities
California
$1.5M +$506K +12,957 +51%
Millennium Management
161
Millennium Management
New York
$1.49M +$1.49M +38,121 New
1SB
162
1ST Source Bank
Indiana
$1.46M -$200K -5,119 -12%
PGFC
163
Peapack-Gladstone Financial Corp
New Jersey
$1.44M +$346K +8,860 +32%
AF
164
Arrow Financial
New York
$1.43M -$9.75K -250 -0.7%
PAS
165
Partnervest Advisory Services
California
$1.42M -$143K -3,651 -9%
MP
166
Manifold Partners
California
$1.41M +$1.41M +36,124 New
LS
167
Lattice Strategies
Pennsylvania
$1.36M +$346K +8,870 +34%
CIBC World Market
168
CIBC World Market
Ontario, Canada
$1.34M +$64.7K +1,658 +5%
IH
169
IFC Holdings
Florida
$1.3M +$12.7K +325 +1%
CBU
170
CIBC Bank USA
Illinois
$1.29M +$126K +3,222 +11%
Mariner
171
Mariner
Kansas
$1.28M -$368K -9,439 -22%
FIM
172
Freedom Investment Management
Connecticut
$1.27M -$52.7K -1,351 -4%
Mirae Asset Global Investments
173
Mirae Asset Global Investments
South Korea
$1.26M +$56.6K +1,450 +5%
IPC
174
Independent Portfolio Consultants
Florida
$1.26M +$1.26M +32,165 New
AAA
175
Adams Asset Advisors
Texas
$1.24M +$1.24M +31,674 New