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iShares Preferred and Income Securities ETF

465 hedge funds and large institutions have $4.02B invested in iShares Preferred and Income Securities ETF in 2014 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 221 increasing their positions, 99 reducing their positions, and 25 closing their positions.

Holders
465
Holders Change
+56
Holders Change %
+13.69%
% of All Funds
12.41%
Holding in Top 10
43
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+38.71%
% of All Funds
1.15%
New
88
Increased
221
Reduced
99
Closed
25
Calls
$461K
Puts
$11.3M
Net Calls
-$10.8M
Net Calls Change
+$15.8M
Name Market Value Shares Shares
Change
Shares
Change %
FWM
201
Frontier Wealth Management
Missouri
$1.53M 38,804 +38,804 New
CBU
202
CIBC Bank USA
Illinois
$1.52M 38,651 +2,601 +7%
HIM
203
Hutchens Investment Management
New Hampshire
$1.52M 38,600 +38,600 New
MFS
204
McNamara Financial Services
Massachusetts
$1.52M 38,600 +38,600 New
William Blair & Company
205
William Blair & Company
Illinois
$1.5M 38,050 -5,270 -12%
WA
206
Winfield Associates
Ohio
$1.5M 38,049 +5,755 +18%
AllianceBernstein
207
AllianceBernstein
Tennessee
$1.5M 37,895 +7,901 +26%
WDA
208
Wendell David Associates
New Hampshire
$1.49M 38,125 +20,250 +113%
SFM
209
Signet Financial Management
New Jersey
$1.46M 36,926 +36,926 New
ACI
210
Alpha Cubed Investments
California
$1.41M 35,741 +35,741 New
ACP
211
Ashfield Capital Partners
California
$1.38M 35,089 +2,472 +8%
SMM
212
Stadion Money Management
Georgia
$1.37M 34,750 +14,900 +75%
ST
213
Spinnaker Trust
Maine
$1.36M 34,449 +2,655 +8%
1SB
214
1ST Source Bank
Indiana
$1.35M 34,144 +405 +1%
AP
215
Advisors Preferred
Maryland
$1.32M 33,475 +3,716 +12%
HighTower Advisors
216
HighTower Advisors
Illinois
$1.32M 33,469 +1,050 +3%
HVIA
217
Hudson Valley Investment Advisors
New York
$1.32M 33,350 +16,725 +101%
CG
218
Colony Group
Massachusetts
$1.27M 32,263 -13,360 -29%
Mariner
219
Mariner
Kansas
$1.26M 32,039 -458 -1%
AAA
220
Adams Asset Advisors
Texas
$1.25M 31,674
MIAN
221
Mariner Independent Advisor Network
Kansas
$1.24M 31,385 +809 +3%
AF
222
Arrow Financial
New York
$1.23M 31,193 -9,378 -23%
QIM
223
Quest Investment Management
Oregon
$1.23M 31,063 +31 +0.1%
CL
224
Choreo LLC
Illinois
$1.21M 30,664 +420 +1%
LS
225
Lattice Strategies
Pennsylvania
$1.19M 30,219 -2,822 -9%