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iShares Preferred and Income Securities ETF

788 hedge funds and large institutions have $5B invested in iShares Preferred and Income Securities ETF in 2020 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 293 increasing their positions, 299 reducing their positions, and 133 closing their positions.

Holders
788
Holders Change
-47
Holders Change %
-5.63%
% of All Funds
17.41%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
1.33%
New
98
Increased
293
Reduced
299
Closed
133
Calls
$6.55M
Puts
$23.9M
Net Calls
-$17.4M
Net Calls Change
+$54.5M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$469M 14,717,776 -1,187,240 -7%
AB
2
Aozora Bank
Japan
$287M 9,025,000
Wells Fargo
3
Wells Fargo
California
$270M 8,470,185 -38,081 -0.4%
Morgan Stanley
4
Morgan Stanley
New York
$269M 8,441,683 +648,710 +8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$187M 5,875,551 -185,736 -3%
UBS Group
6
UBS Group
Switzerland
$153M 4,790,977 +182,962 +4%
LPL Financial
7
LPL Financial
California
$151M 4,742,706 -277,095 -6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$149M 4,689,856 -587,677 -11%
BlackRock
9
BlackRock
New York
$126M 3,953,324 -598,214 -13%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$120M 3,758,220 -321,226 -8%
Fifth Third Bancorp
11
Fifth Third Bancorp
Ohio
$80.5M 2,527,740 -561,827 -18%
Ameriprise
12
Ameriprise
Minnesota
$78.2M 2,477,372 -391,965 -14%
OAC
13
OMERS Administration Corp
Ontario, Canada
$76.3M 2,395,148 +1,870,099 +356%
US Bancorp
14
US Bancorp
Minnesota
$71.2M 2,235,265 -370,949 -14%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$58.5M 1,837,426 -298,324 -14%
ECM
16
Evergreen Capital Management
Washington
$58.2M 1,827,590 +1,734,864 +1,871%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$57.7M 1,812,760 -183,782 -9%
Deutsche Bank
18
Deutsche Bank
Germany
$55.7M 1,748,703 +939,612 +116%
KeyBank National Association
19
KeyBank National Association
Ohio
$51.1M 1,604,445 -104,157 -6%
Osaic Holdings
20
Osaic Holdings
Arizona
$50.9M 1,818,984 +1,818,984 New
AWM
21
Affinity Wealth Management
Delaware
$45.7M 1,346,722 +1,328,287 +7,205%
SW
22
SVB Wealth
Massachusetts
$44.8M 1,405,668 +257,717 +22%
Truist Financial
23
Truist Financial
North Carolina
$43.9M 1,379,624 -676,334 -33%
HighTower Advisors
24
HighTower Advisors
Illinois
$40.9M 1,285,925 +446,825 +53%
RJA
25
Raymond James & Associates
Florida
$40.6M 1,273,597 +448,228 +54%