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iShares Preferred and Income Securities ETF

1,099 hedge funds and large institutions have $8.75B invested in iShares Preferred and Income Securities ETF in 2021 Q4 according to their latest regulatory filings, with 203 funds opening new positions, 468 increasing their positions, 269 reducing their positions, and 63 closing their positions.

Holders
1,099
Holders Change
+128
Holders Change %
+13.18%
% of All Funds
16.98%
Holding in Top 10
64
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+18.52%
% of All Funds
0.99%
New
203
Increased
468
Reduced
269
Closed
63
Calls
$12.5M
Puts
$72.1M
Net Calls
-$59.6M
Net Calls Change
-$380M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$900M 22,813,246 -1,797,897 -7%
Morgan Stanley
2
Morgan Stanley
New York
$490M 12,437,714 +1,328,027 +12%
Wells Fargo
3
Wells Fargo
California
$432M 10,959,870 +7,358 +0.1%
US Bancorp
4
US Bancorp
Minnesota
$327M 8,302,367 +6,191,667 +293%
UBS Group
5
UBS Group
Switzerland
$289M 7,333,389 +152,786 +2%
AB
6
Aozora Bank
Japan
$281M 7,121,046 -1,903,954 -21%
LPL Financial
7
LPL Financial
California
$215M 5,452,014 +237,509 +5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$212M 5,386,924 +209,184 +4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$203M 5,147,500 +73,843 +1%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$191M 4,850,911 +94,403 +2%
BlackRock
11
BlackRock
New York
$179M 4,550,690 -252,916 -5%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$141M 3,586,908 -63,128 -2%
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$139M 3,534,993 +346,200 +11%
SW
14
SVB Wealth
Massachusetts
$93.9M 2,382,602 -158,256 -6%
Truist Financial
15
Truist Financial
North Carolina
$90.8M 2,301,586 +149,758 +7%
KeyBank National Association
16
KeyBank National Association
Ohio
$85.1M 2,157,473 +102,838 +5%
Ameriprise
17
Ameriprise
Minnesota
$79.4M 2,013,442 -253,149 -11%
HCM
18
Hilton Capital Management
New York
$78.3M 1,985,212 +110,529 +6%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$75.6M 1,918,523 +382,360 +25%
FIB
20
First Interstate Bank
Montana
$73.8M 1,871,330 +15,608 +0.8%
Mariner
21
Mariner
Kansas
$72.6M 1,841,590 +60,669 +3%
Osaic Holdings
22
Osaic Holdings
Arizona
$69.7M 1,769,075 -34,475 -2%
Deutsche Bank
23
Deutsche Bank
Germany
$66.5M 1,685,426 +16,995 +1%
CF
24
Clarity Financial
Texas
$61.6M 1,561,836 +153,511 +11%
EWM
25
Edge Wealth Management
New York
$61.1M 1,550,130 +72,175 +5%