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iShares Preferred and Income Securities ETF

362 hedge funds and large institutions have $2.73B invested in iShares Preferred and Income Securities ETF in 2013 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 76 increasing their positions, 190 reducing their positions, and 45 closing their positions.

Holders
362
Holders Change
+14
Holders Change %
+4.02%
% of All Funds
10.51%
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.87%
New
64
Increased
76
Reduced
190
Closed
45
Calls
$2.56M
Puts
$7.54M
Net Calls
-$4.97M
Net Calls Change
+$5.18M
Name Market Value Shares Shares
Change
Shares
Change %
WS
201
Wedbush Securities
California
$936K 25,415 -1,721 -6%
CBN
202
Cadence Bank NA
Texas
$934K 25,348 -171 -0.7%
KS
203
Karpas Strategies
Connecticut
$907K 24,625
SFG
204
SNS Financial Group
Minnesota
$897K 24,350 -10,537 -30%
AAM
205
Autus Asset Management
Arizona
$891K 24,193 +4,042 +20%
AR
206
Advisory Research
Illinois
$886K 24,043 -43,700 -65%
MC
207
Mathes Company
New York
$880K 23,900 +23,900 New
WA
208
WFG Advisors
Texas
$866K 23,501 +399 +2%
BRWA
209
B. Riley Wealth Advisors
Florida
$856K 23,240 +3,701 +19%
MAS
210
Madden Advisory Services
Florida
$828K 22,495 +13,320 +145%
ACI
211
Alpha Cubed Investments
California
$813K 22,057 +22,057 New
JWA
212
JFS Wealth Advisors
Pennsylvania
$808K 21,941 -11,401 -34%
WB
213
Webster Bank
Connecticut
$808K 21,922 -2,542 -10%
CWM
214
Cabot Wealth Management
Massachusetts
$777K 21,102 -8,070 -28%
KFS
215
KMS Financial Services
Washington
$775K 21,031 -3,015 -13%
ACP
216
Aviance Capital Partners
Florida
$749K 20,333 -6,040 -23%
RCAG
217
Rehmann Capital Advisory Group
Michigan
$749K 20,347 -64 -0.3%
CCT
218
Country Club Trust
Missouri
$748K 20,298 -390 -2%
WA
219
Winfield Associates
Ohio
$744K 20,192 +20,192 New
NIC
220
Northwest Investment Counselors
Oregon
$699K 18,991 -940 -5%
BC
221
Brinker Capital
Pennsylvania
$687K 18,658 +18,658 New
TNBTD
222
Trustmark National Bank Trust Department
Mississippi
$679K 18,441
WTC
223
WhitTier Trust Company
Nevada
$674K 18,295 -19,080 -51%
HSA
224
HBK Sorce Advisory
Pennsylvania
$672K 18,244 -4,620 -20%
ANTB
225
AMG National Trust Bank
Colorado
$672K 18,245 -392 -2%