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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 %
AR
201
Advisory Research
Illinois
$938K
RCAG
202
Rehmann Capital Advisory Group
Michigan
$928K +$133K +3,418 +17%
TNBTD
203
Trustmark National Bank Trust Department
Mississippi
$902K +$183K +4,680 +25%
WA
204
Wasatch Advisors
Utah
$898K +$898K +23,000 New
CBN
205
Cadence Bank NA
Texas
$884K -$104K -2,677 -11%
WB
206
Webster Bank
Connecticut
$859K +$3.51K +90 +0.4%
GI
207
Gradient Investments
Minnesota
$851K +$319K +8,167 +60%
ACI
208
Alpha Cubed Investments
California
$841K -$19.9K -509 -2%
ACP
209
Ashfield Capital Partners
California
$838K +$173K +4,440 +26%
Invesco
210
Invesco
Georgia
$830K -$5.11M -130,854 -86%
CFA
211
Capstone Financial Advisors
Illinois
$827K -$189K -4,834 -19%
WI
212
WrapManager Inc
California
$824K +$487K +12,483 +145%
CWM
213
Cabot Wealth Management
Massachusetts
$821K -$2.58K -66 -0.3%
FNT
214
First National Trust
Pennsylvania
$814K -$343K -8,783 -30%
JWA
215
JFS Wealth Advisors
Pennsylvania
$812K -$44.1K -1,131 -5%
WA
216
WFG Advisors
Texas
$811K -$107K -2,731 -12%
TCM
217
Telos Capital Management
California
$783K +$97.2K +2,489 +14%
SG
218
Somerset Group
Minnesota
$778K -$530K -13,585 -41%
FBT
219
Founders Bank & Trust
Michigan
$776K -$444K -11,384 -36%
HCM
220
Hollencrest Capital Management
California
$773K -$638K -16,349 -45%
OC
221
Oakworth Capital
Alabama
$770K -$2.5M -64,084 -76%
CCT
222
Country Club Trust
Missouri
$742K -$50.1K -1,285 -6%
KFS
223
KMS Financial Services
Washington
$739K -$82K -2,100 -10%
KFA
224
Kelleher Financial Advisors
New York
$732K +$148K +3,800 +25%
DAS
225
Dynamic Advisor Solutions
Arizona
$730K +$117K +3,009 +19%