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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 %
ST
176
Spinnaker Trust
Maine
$1.22M +$1.22M +31,149 New
QIM
177
Quest Investment Management
Oregon
$1.21M +$2.23K +57 +0.2%
AHC
178
Anderson Hoagland & Co
Missouri
$1.2M -$110K -2,827 -8%
VC
179
Vicus Capital
Pennsylvania
$1.19M +$1.19M +30,369 New
BRWA
180
B. Riley Wealth Advisors
Florida
$1.17M +$265K +6,776 +29%
GJIC
181
Gamble Jones Investment Counsel
California
$1.17M -$13.3K -341 -1%
FNBOO
182
First National Bank of Omaha
Nebraska
$1.17M -$211K -5,400 -15%
NCMW
183
Northern Capital Management (Wisconsin)
Wisconsin
$1.16M -$100K -2,562 -8%
MC
184
Mathes Company
New York
$1.15M +$213K +5,450 +23%
LPC
185
Loeb Partners Corp
New York
$1.14M -$39K -1,000 -3%
PAG
186
Private Advisor Group
New Jersey
$1.14M -$1.47M -37,784 -56%
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$1.12M +$20.7K +531 +2%
GWM
188
Greenwich Wealth Management
Connecticut
$1.11M -$60.3K -1,545 -5%
CHC
189
City Holding Co
West Virginia
$1.11M +$1.95K +50 +0.2%
BOK
190
Bank of Kentucky
Kentucky
$1.1M +$1.25K +32 +0.1%
NRS
191
Neville Rodie & Shaw
New York
$1.08M -$131K -3,350 -11%
AllianceBernstein
192
AllianceBernstein
Tennessee
$1.07M +$4.88K +125 +0.5%
VKH
193
Virtu KCG Holdings
New York
$1.07M -$1.59M -40,626 -60%
HighTower Advisors
194
HighTower Advisors
Illinois
$1.06M +$480K +12,309 +83%
KC
195
Kingfisher Capital
North Carolina
$1.03M -$78 -2 -0%
BFEC
196
Benjamin F. Edwards & Company
Missouri
$1.02M +$11.8K +302 +1%
GC
197
Guggenheim Capital
Illinois
$1.02M -$209K -5,363 -17%
MWR
198
McAdams Wright Ragen
Washington
$980K +$753K +19,300 +332%
KS
199
Karpas Strategies
Connecticut
$961K
FNBT
200
FineMark National Bank & Trust
Florida
$944K -$225K -5,750 -19%