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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.

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 Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$327M 8,382,788 -450,859 -5%
Wells Fargo
2
Wells Fargo
California
$223M 5,724,170 +1,002,814 +21%
Morgan Stanley
3
Morgan Stanley
New York
$196M 5,021,719 -402,063 -7%
Creative Planning
4
Creative Planning
Kansas
$125M 3,195,352 +249,171 +8%
LPL Financial
5
LPL Financial
California
$99M 2,536,164 +8,249 +0.3%
U
6
UBS
Switzerland
$97.1M 2,487,692 +333,528 +15%
CS
7
Credit Suisse
Switzerland
$86.4M 2,213,607 +1,812,542 +452%
KeyBank National Association
8
KeyBank National Association
Ohio
$82.3M 2,108,281 +59,178 +3%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$80.3M 2,057,423 -133,878 -6%
BlackRock
10
BlackRock
New York
$79.7M 2,042,218 -34,603 -2%
US Bancorp
11
US Bancorp
Minnesota
$76.9M 1,971,331 -189,664 -9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$74.4M 1,906,429 +460,266 +32%
BA
13
BlackRock Advisors
Delaware
$67.9M 1,739,167 +395,465 +29%
BIM
14
BlackRock Investment Management
Delaware
$61.1M 1,565,819 -19,758 -1%
CC
15
Curian Capital
Colorado
$56M 1,434,418 -63,663 -4%
QI
16
QS Investors
New York
$48.7M 1,247,279 +337,633 +37%
FMLI
17
Fukoku Mutual Life Insurance
Japan
$44.3M 1,135,000
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$42.8M 1,096,097 +101,164 +10%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$42.5M 1,090,050 +1,422 +0.1%
TD Asset Management
20
TD Asset Management
Ontario, Canada
$31M 793,190 -22,010 -3%
TAG
21
Tactical Allocation Group
Michigan
$29.8M 764,144 +359,742 +89%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$29.2M 747,236 +299,892 +67%
Goldman Sachs
23
Goldman Sachs
New York
$27.8M 713,020 +355,103 +99%
WBG
24
Wharton Business Group
Pennsylvania
$21.8M 558,610 -441,775 -44%
EMA
25
Efficient Market Advisors
California
$20.4M 521,950 +29,751 +6%