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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 %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$323M 8,202,285 -1,477,272 -15%
Bank of America
2
Bank of America
North Carolina
$311M 7,885,391 -1,904,253 -19%
Wells Fargo
3
Wells Fargo
California
$270M 6,846,898 +411,604 +6%
Morgan Stanley
4
Morgan Stanley
New York
$230M 5,820,828 +1,093,912 +23%
Creative Planning
5
Creative Planning
Kansas
$176M 4,456,485 +579,185 +15%
Ameriprise
6
Ameriprise
Minnesota
$145M 3,665,273 +792,449 +28%
LPL Financial
7
LPL Financial
California
$127M 3,224,009 +331,550 +11%
CC
8
Curian Capital
Colorado
$104M 2,637,790 +578,091 +28%
UBS Group
9
UBS Group
Switzerland
$99.2M 2,515,304 +2,515,304 New
US Bancorp
10
US Bancorp
Minnesota
$96.9M 2,457,558 +347,217 +16%
KeyBank National Association
11
KeyBank National Association
Ohio
$96.6M 2,449,748 +93,149 +4%
BlackRock
12
BlackRock
New York
$88.8M 2,251,963 +109,828 +5%
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$79.9M 2,025,720 +45,933 +2%
BIM
14
BlackRock Investment Management
Delaware
$71.8M 1,820,695 -30,005 -2%
BA
15
BlackRock Advisors
Delaware
$69.8M 1,770,200 +19,171 +1%
WI
16
WBI Investments
New Jersey
$69.1M 1,751,019 +238,184 +16%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$68.9M 1,748,072 +488,341 +39%
QI
18
QS Investors
New York
$61.1M 1,550,171 +15,141 +1%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$54.9M 1,392,748 +116,062 +9%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$53.6M 1,360,101 +189,924 +16%
FMLI
21
Fukoku Mutual Life Insurance
Japan
$44.8M 1,135,000
Bank of New York Mellon
22
Bank of New York Mellon
New York
$40.5M 1,026,270 +364,150 +55%
MSWM
23
Mader & Shannon Wealth Management
Missouri
$32.7M 828,541 +828,541 New
WBG
24
Wharton Business Group
Pennsylvania
$31.2M 791,328 +46,595 +6%
JIP
25
Jaffetilchin Investment Partners
Florida
$25M 634,274 +162,883 +35%