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iShares Preferred and Income Securities ETF

716 hedge funds and large institutions have $6.27B invested in iShares Preferred and Income Securities ETF in 2017 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 258 increasing their positions, 242 reducing their positions, and 55 closing their positions.

Holders
716
Holders Change
+64
Holders Change %
+9.82%
% of All Funds
16.26%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.34%
New
124
Increased
258
Reduced
242
Closed
55
Calls
$10.4M
Puts
$63.5M
Net Calls
-$53.1M
Net Calls Change
-$10M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$600M 15,756,915 +312,400 +2%
Creative Planning
2
Creative Planning
Kansas
$392M 10,302,207 -386,593 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$380M 9,984,025 -948,193 -9%
Wells Fargo
4
Wells Fargo
California
$337M 8,844,797 -398,544 -4%
AB
5
Aozora Bank
Japan
$319M 8,385,000
Morgan Stanley
6
Morgan Stanley
New York
$269M 7,067,101 -691,887 -9%
BlackRock
7
BlackRock
New York
$210M 5,514,994 -267,001 -5%
LPL Financial
8
LPL Financial
California
$170M 4,455,556 +374,434 +9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$142M 3,733,346 +251,898 +7%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$134M 3,518,500 -1,929,847 -35%
UBS Group
11
UBS Group
Switzerland
$123M 3,227,288 -133,933 -4%
MFM
12
MD Financial Management
Ontario, Canada
$122M 3,194,243 +3,194,243 New
US Bancorp
13
US Bancorp
Minnesota
$106M 2,780,713 -150,816 -5%
Fifth Third Bancorp
14
Fifth Third Bancorp
Ohio
$99.1M 2,604,164 +24,379 +0.9%
KeyBank National Association
15
KeyBank National Association
Ohio
$98.5M 2,586,640 -333,412 -11%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$87.1M 2,288,025 +128,565 +6%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$82.3M 2,162,988 -850 -0%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$75.7M 1,987,589 +323,684 +19%
Ameriprise
19
Ameriprise
Minnesota
$68.1M 1,792,754 +139,465 +8%
OAC
20
OMERS Administration Corp
Ontario, Canada
$62.8M 1,650,000
WBG
21
Wharton Business Group
Pennsylvania
$59.4M 1,558,520 +145,285 +10%
IA
22
IndexIQ Advisors
New York
$57.4M 1,508,716 +481,825 +47%
AssetMark Inc
23
AssetMark Inc
California
$57.1M 1,500,966 -293,645 -16%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$51.7M 1,358,971 +38,730 +3%
Goldman Sachs
25
Goldman Sachs
New York
$49.2M 1,291,316 -1,719,376 -57%