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iShares Preferred and Income Securities ETF

488 hedge funds and large institutions have $4.63B invested in iShares Preferred and Income Securities ETF in 2015 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 251 increasing their positions, 114 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+23
Holders Change %
+4.95%
% of All Funds
13.02%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
1.2%
New
56
Increased
251
Reduced
114
Closed
28
Calls
$594K
Puts
$18.4M
Net Calls
-$17.8M
Net Calls Change
-$7.02M
Name Holding Trade Value Shares
Change
Shares
Change %
BT
151
Beacon Trust
New Jersey
$3.04M -$46.3K -1,155 -2%
ACI
152
Alpha Cubed Investments
California
$3.03M +$1.6M +39,798 +111%
NIMC
153
NWQ Investment Management Company
California
$3.01M -$16.1M -402,200 -84%
AIM
154
Aspen Investment Management
Michigan
$2.98M -$39.7K -990 -1%
PWM
155
Perigon Wealth Management
California
$2.98M +$2.98M +74,346 New
MBT
156
Monroe Bank & Trust
Michigan
$2.96M -$207K -5,157 -7%
NAM
157
North American Management
Massachusetts
$2.92M -$7.82K -195 -0.3%
BWFA
158
Baltimore-Washington Financial Advisors
Maryland
$2.87M +$649K +16,176 +29%
JWM
159
Jacobus Wealth Management
Wisconsin
$2.86M -$33.9K -845 -1%
NFG
160
Noven Financial Group
Colorado
$2.77M -$106K -2,649 -4%
TCB
161
Texas Capital Bancshares
Texas
$2.73M -$129K -3,204 -4%
IH
162
IFC Holdings
Florida
$2.7M +$18.2K +454 +0.7%
Northern Trust
163
Northern Trust
Illinois
$2.68M -$137K -3,420 -5%
DSC
164
Duncker Streett & Co
Missouri
$2.67M +$31.6K +787 +1%
OAM
165
Occidental Asset Management
California
$2.67M +$1.85M +46,116 +227%
DC
166
Davenport & Co
Virginia
$2.66M +$195K +4,855 +8%
GI
167
Gradient Investments
Minnesota
$2.65M +$166K +4,128 +7%
I2I
168
Insight 2811 Inc
Illinois
$2.58M +$2.58M +64,290 New
CIBC World Market
169
CIBC World Market
Ontario, Canada
$2.53M -$1.61M -40,190 -39%
MFS
170
Madrona Financial Services
Washington
$2.53M +$90.3K +2,252 +4%
RJFSA
171
Raymond James Financial Services Advisors
Florida
$2.48M -$5.21K -130 -0.2%
QA
172
Quantitative Advantage
Minnesota
$2.46M -$482K -12,029 -16%
PMG
173
ProVise Management Group
Florida
$2.45M -$12K -300 -0.5%
DOA
174
D'Orazio & Associates
Virginia
$2.42M -$77.9K -1,942 -3%
SI
175
SII Investments
Wisconsin
$2.41M +$516K +12,844 +27%