PFF icon

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 %
Bessemer Group
201
Bessemer Group
New Jersey
$1.99M +$1.18M +29,466 +146%
FHC
202
First Heartland Consultants
Missouri
$1.95M +$123K +3,064 +7%
WDA
203
Wendell David Associates
New Hampshire
$1.95M +$420K +10,500 +28%
VFS
204
VSR Financial Services
Kansas
$1.93M +$110K +2,736 +6%
NPC
205
National Planning Corporation
California
$1.89M -$432K -10,921 -19%
KA
206
Klingman & Associates
New York
$1.86M +$20.1K +501 +1%
NIC
207
Northwest Investment Counselors
Oregon
$1.86M +$94.1K +2,345 +5%
WF
208
Welch & Forbes
Massachusetts
$1.84M +$1.42M +35,500 +345%
DADC
209
D.A. Davidson & Co
Montana
$1.83M -$172K -4,283 -9%
WA
210
Winfield Associates
Ohio
$1.82M +$295K +7,350 +19%
SC
211
Scotia Capital
Ontario, Canada
$1.78M +$790K +19,685 +80%
BPBT
212
Boston Private Bank & Trust
Massachusetts
$1.75M +$108K +2,704 +7%
HVIA
213
Hudson Valley Investment Advisors
New York
$1.69M +$351K +8,750 +26%
AP
214
Advisors Preferred
Maryland
$1.68M +$336K +8,388 +25%
CCMG
215
Clark Capital Management Group
Pennsylvania
$1.67M +$1.67M +41,509 New
SIA
216
Starfire Investment Advisers
Michigan
$1.66M +$1.66M +41,329 New
MBT
217
Montecito Bank & Trust
California
$1.65M +$567K +14,132 +52%
BFG
218
Bouchey Financial Group
New York
$1.65M -$5.89M -146,714 -78%
ACP
219
Ashfield Capital Partners
California
$1.64M +$234K +5,827 +17%
IF
220
Ironwood Financial
Arizona
$1.64M +$16.9K +420 +1%
SFM
221
Signet Financial Management
New Jersey
$1.64M +$154K +3,828 +10%
TAG
222
Tactical Allocation Group
Michigan
$1.63M -$659K -16,419 -29%
WPW
223
Waldron Private Wealth
Pennsylvania
$1.62M
ICAS
224
Investors Capital Advisory Services
Massachusetts
$1.61M +$28.3K +705 +2%
FA
225
Fagan Associates
New York
$1.61M +$856K +21,357 +114%