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iShares Preferred and Income Securities ETF

1,035 hedge funds and large institutions have $6.21B invested in iShares Preferred and Income Securities ETF in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 394 increasing their positions, 392 reducing their positions, and 74 closing their positions.

Holders
1,035
Holders Change
+12
Holders Change %
+1.17%
% of All Funds
15.01%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.52%
New
100
Increased
394
Reduced
392
Closed
74
Calls
$14.5M
Puts
$24M
Net Calls
-$9.46M
Net Calls Change
-$9.47M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$725M 22,482,268 +2,962,526 +15%
Morgan Stanley
2
Morgan Stanley
New York
$444M 13,768,274 -14,981,102 -52%
Wells Fargo
3
Wells Fargo
California
$251M 7,793,474 +662,187 +9%
LPL Financial
4
LPL Financial
California
$216M 6,702,981 +1,178,853 +21%
UBS Group
5
UBS Group
Switzerland
$204M 6,333,200 +40,851 +0.6%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$181M 5,627,657 +4,516,110 +406%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$155M 4,822,164 +252,626 +6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$148M 4,584,105 +838,698 +22%
Goldman Sachs
9
Goldman Sachs
New York
$119M 3,703,697 +2,657,439 +254%
Mariner
10
Mariner
Kansas
$116M 3,613,977 +223,867 +7%
BlackRock
11
BlackRock
New York
$103M 3,209,464 +763,336 +31%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$83.6M 2,595,196 +220,836 +9%
Ameriprise
13
Ameriprise
Minnesota
$82.9M 2,574,233 +307,693 +14%
GAA
14
Global Assets Advisory
Florida
$82.3M 2,645,113 +2,568,245 +3,341%
Cohen & Steers
15
Cohen & Steers
New York
$81.7M 2,535,014 -3,006,176 -54%
US Bancorp
16
US Bancorp
Minnesota
$79.3M 2,460,959 +80,147 +3%
OPAM
17
Ocean Park Asset Management
California
$68.7M 2,132,163 +251,732 +13%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$65.1M 2,020,862 +37,369 +2%
OWM
19
Orgel Wealth Management
Wisconsin
$58.7M 1,821,736 -16,179 -0.9%
Truist Financial
20
Truist Financial
North Carolina
$54.8M 1,700,440 +44,054 +3%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$52.9M 1,641,374 -723,993 -31%
FIB
22
First Interstate Bank
Montana
$52M 1,612,068 +191,463 +13%
HF
23
HRT Financial
New York
$51.8M 1,606,364 +1,606,364 New
Deutsche Bank
24
Deutsche Bank
Germany
$50.2M 1,557,195 +3,100 +0.2%
Osaic Holdings
25
Osaic Holdings
Arizona
$47M 1,457,426 -100,199 -6%