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iShares Preferred and Income Securities ETF

530 hedge funds and large institutions have $4.9B invested in iShares Preferred and Income Securities ETF in 2015 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 219 increasing their positions, 176 reducing their positions, and 29 closing their positions.

Holders
530
Holders Change
+41
Holders Change %
+8.38%
% of All Funds
13.92%
Holding in Top 10
40
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-20%
% of All Funds
1.05%
New
77
Increased
219
Reduced
176
Closed
29
Calls
$1.86M
Puts
$87.9M
Net Calls
-$86M
Net Calls Change
-$80.9M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$521M 13,401,225 +895,362 +7%
Wells Fargo
2
Wells Fargo
California
$326M 8,388,680 +296,536 +4%
LPL Financial
3
LPL Financial
California
$297M 7,603,401 +4,061,271 +115%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$262M 6,747,782 -774,292 -10%
Creative Planning
5
Creative Planning
Kansas
$240M 6,188,942 +388,320 +7%
Morgan Stanley
6
Morgan Stanley
New York
$230M 5,928,106 -131,288 -2%
Ameriprise
7
Ameriprise
Minnesota
$162M 4,176,846 -84,677 -2%
US Bancorp
8
US Bancorp
Minnesota
$118M 3,044,888 +193,356 +7%
KeyBank National Association
9
KeyBank National Association
Ohio
$111M 2,848,958 -80,043 -3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$106M 2,722,360 +724,906 +36%
UBS Group
11
UBS Group
Switzerland
$103M 2,655,793 +158,317 +6%
AB
12
Aozora Bank
Japan
$99.1M 2,550,000 +2,550,000 New
BlackRock
13
BlackRock
New York
$92.3M 2,376,003 -140,278 -6%
AssetMark Inc
14
AssetMark Inc
California
$85.6M 2,203,651 -657,832 -23%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$81.9M 2,109,143 +119,812 +6%
WI
16
WBI Investments
New Jersey
$81.5M 2,097,614 -235,673 -10%
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$73.8M 1,898,771 -238,512 -11%
BIM
18
BlackRock Investment Management
Delaware
$72.3M 1,861,486 -160,666 -8%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$58M 1,493,742 +48,575 +3%
QI
20
QS Investors
New York
$55.4M 1,425,875 -165,261 -10%
WBG
21
Wharton Business Group
Pennsylvania
$49.6M 1,277,648 -2,980 -0.2%
FMLI
22
Fukoku Mutual Life Insurance
Japan
$44.1M 1,135,000
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$39.9M 1,027,269 -298,848 -23%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$39.4M 1,015,080 +625,760 +161%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$31.9M 820,650 -346,419 -30%