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iShares Preferred and Income Securities ETF

1,009 hedge funds and large institutions have $6.02B invested in iShares Preferred and Income Securities ETF in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 413 increasing their positions, 361 reducing their positions, and 53 closing their positions.

Holders
1,009
Holders Change
+12
Holders Change %
+1.2%
% of All Funds
14.6%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.45%
New
78
Increased
413
Reduced
361
Closed
53
Calls
$5.43M
Puts
$26.4M
Net Calls
-$21M
Net Calls Change
+$7.91M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$811M 24,405,771 +533,887 +2%
Morgan Stanley
2
Morgan Stanley
New York
$512M 15,393,114 +1,594,721 +12%
Wells Fargo
3
Wells Fargo
California
$300M 9,040,965 +715,040 +9%
LPL Financial
4
LPL Financial
California
$238M 7,173,549 +651,611 +10%
UBS Group
5
UBS Group
Switzerland
$196M 5,884,445 -470,128 -7%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$160M 4,826,913 +304,602 +7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$159M 4,774,400 +102,285 +2%
Mariner
8
Mariner
Kansas
$118M 3,542,039 +134,465 +4%
BlackRock
9
BlackRock
New York
$103M 3,086,610 -10,838 -0.3%
Ameriprise
10
Ameriprise
Minnesota
$80.3M 2,415,668 -19,060 -0.8%
US Bancorp
11
US Bancorp
Minnesota
$75.5M 2,271,596 +4,619 +0.2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$68M 2,047,416 +16,043 +0.8%
OWM
13
Orgel Wealth Management
Wisconsin
$59.4M 1,787,482 +20,703 +1%
Truist Financial
14
Truist Financial
North Carolina
$57.7M 1,736,739 +106,610 +7%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$55.5M 1,668,984 +139,298 +9%
FIB
16
First Interstate Bank
Montana
$54.9M 1,651,210 +10,148 +0.6%
Charles Schwab
17
Charles Schwab
California
$54.5M 1,639,702 +83,785 +5%
Deutsche Bank
18
Deutsche Bank
Germany
$51.7M 1,555,525
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$51.3M 1,542,394 -43,489 -3%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$48.7M 1,465,402 +104,770 +8%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$48.3M 1,453,930 +491,005 +51%
HCM
22
Hilton Capital Management
New York
$48M 1,444,743 +239,661 +20%
Goldman Sachs
23
Goldman Sachs
New York
$47.8M 1,436,956 +732,628 +104%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$45.7M 1,374,796 +28,759 +2%
Osaic Holdings
25
Osaic Holdings
Arizona
$45.1M 1,358,603 -60,910 -4%