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iShares Preferred and Income Securities ETF

962 hedge funds and large institutions have $5.32B invested in iShares Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 317 increasing their positions, 424 reducing their positions, and 94 closing their positions.

Holders
962
Holders Change
-47
Holders Change %
-4.66%
% of All Funds
12.92%
Holding in Top 10
22
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-26.67%
% of All Funds
0.3%
New
67
Increased
317
Reduced
424
Closed
94
Calls
$5.33M
Puts
$15.4M
Net Calls
-$10.1M
Net Calls Change
+$26.9M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$661M 21,533,165 -3,212,783 -13%
Morgan Stanley
2
Morgan Stanley
New York
$470M 15,303,209 -1,128,551 -7%
Wells Fargo
3
Wells Fargo
California
$277M 9,022,801 -1,587,667 -15%
LPL Financial
4
LPL Financial
California
$247M 8,057,163 -78,817 -1%
UBS Group
5
UBS Group
Switzerland
$172M 5,598,807 -293,352 -5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$132M 4,305,502 -645,867 -13%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$129M 4,212,625 -569,056 -12%
Mariner
8
Mariner
Kansas
$113M 3,672,150 -51,039 -1%
FIB
9
First Interstate Bank
Montana
$87.9M 2,865,167 -143,869 -5%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$82.8M 2,700,100 +2,700,100 New
Raymond James Financial
11
Raymond James Financial
Florida
$80.5M 2,623,059 +555,455 +27%
BlackRock
12
BlackRock
New York
$80.1M 2,610,950 -218,063 -8%
US Bancorp
13
US Bancorp
Minnesota
$62.1M 2,023,625 -168,827 -8%
Charles Schwab
14
Charles Schwab
California
$60.4M 1,968,853 +137,530 +8%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$59.8M 1,948,730 +64,033 +3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$56M 1,825,251 -233,893 -11%
Truist Financial
17
Truist Financial
North Carolina
$54.6M 1,780,344 -30,999 -2%
Ameriprise
18
Ameriprise
Minnesota
$52.4M 1,706,571 -89,471 -5%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$49M 1,524,542 -192,691 -11%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$45.4M 1,478,568 -74,895 -5%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$44.3M 1,444,171 +284,014 +24%
Deutsche Bank
22
Deutsche Bank
Germany
$42M 1,369,883 -184,622 -12%
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$38.9M 1,267,323 -66,732 -5%
EWM
24
Edge Wealth Management
New York
$36.4M 1,187,310 -116,105 -9%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$35.7M 1,162,781 -120,747 -9%