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iShares Preferred and Income Securities ETF

652 hedge funds and large institutions have $6.8B invested in iShares Preferred and Income Securities ETF in 2017 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 299 increasing their positions, 188 reducing their positions, and 33 closing their positions.

Holders
652
Holders Change
+20
Holders Change %
+3.16%
% of All Funds
16.28%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
1.22%
New
57
Increased
299
Reduced
188
Closed
33
Calls
$2.4M
Puts
$45.5M
Net Calls
-$43.1M
Net Calls Change
-$20M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$599M 15,444,515 +329,245 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$424M 10,932,218 -116,720 -1%
Creative Planning
3
Creative Planning
Kansas
$415M 10,688,800 +762,264 +8%
Wells Fargo
4
Wells Fargo
California
$359M 9,243,341 -426,624 -4%
AB
5
Aozora Bank
Japan
$325M 8,385,000
Morgan Stanley
6
Morgan Stanley
New York
$301M 7,758,988 -255,404 -3%
BlackRock
7
BlackRock
New York
$224M 5,781,995 -345,295 -6%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$211M 5,448,347 +1,201,922 +28%
Citigroup
9
Citigroup
New York
$197M 5,080,857 +46,234 +0.9%
LPL Financial
10
LPL Financial
California
$158M 4,081,122 +32,397 +0.8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$135M 3,481,448 +115,149 +3%
UBS Group
12
UBS Group
Switzerland
$130M 3,361,221 +145,270 +5%
Goldman Sachs
13
Goldman Sachs
New York
$117M 3,010,692 +739,378 +33%
US Bancorp
14
US Bancorp
Minnesota
$114M 2,931,529 -65,647 -2%
KeyBank National Association
15
KeyBank National Association
Ohio
$113M 2,920,052 +65,486 +2%
Fifth Third Bancorp
16
Fifth Third Bancorp
Ohio
$100M 2,579,785 +156,247 +6%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$84M 2,163,838 +42,513 +2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$83.8M 2,159,460 +45,155 +2%
QI
19
QS Investors
New York
$78M 2,008,520 +104,944 +6%
AssetMark Inc
20
AssetMark Inc
California
$69.6M 1,794,611 +47,352 +3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$64.6M 1,663,905 +175,074 +12%
OAC
22
OMERS Administration Corp
Ontario, Canada
$64M 1,650,000
Ameriprise
23
Ameriprise
Minnesota
$64M 1,653,289 -3,844,291 -70%
CFG
24
CNO Financial Group
Indiana
$55.5M 1,431,300 +513,300 +56%
WBG
25
Wharton Business Group
Pennsylvania
$54.8M 1,413,235 +12,800 +0.9%