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iShares Preferred and Income Securities ETF

1,009 hedge funds and large institutions have $5.69B invested in iShares Preferred and Income Securities ETF in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 368 increasing their positions, 420 reducing their positions, and 90 closing their positions.

Holders
1,009
Holders Change
-49
Holders Change %
-4.63%
% of All Funds
13.71%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.41%
New
61
Increased
368
Reduced
420
Closed
90
Calls
$8.45M
Puts
$45.4M
Net Calls
-$37M
Net Calls Change
-$11.8M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$760M 24,745,948 -782,177 -3%
Morgan Stanley
2
Morgan Stanley
New York
$505M 16,431,760 -9,402 -0.1%
Wells Fargo
3
Wells Fargo
California
$326M 10,610,468 +356,285 +3%
LPL Financial
4
LPL Financial
California
$250M 8,135,980 -315,713 -4%
UBS Group
5
UBS Group
Switzerland
$181M 5,892,159 -667 -0%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$152M 4,951,369 +94,514 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$147M 4,781,681 -6,891 -0.1%
Mariner
8
Mariner
Kansas
$114M 3,723,189 +95,832 +3%
FIB
9
First Interstate Bank
Montana
$92.5M 3,009,036 +1,334,829 +80%
BlackRock
10
BlackRock
New York
$86.9M 2,829,013 +179,493 +7%
US Bancorp
11
US Bancorp
Minnesota
$67.4M 2,192,452 -48,885 -2%
Raymond James Financial
12
Raymond James Financial
Florida
$63.5M 2,067,604 -342,341 -14%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$63.3M 2,059,144 +40,599 +2%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$57.9M 1,884,697 +88,805 +5%
Charles Schwab
15
Charles Schwab
California
$56.3M 1,831,323 +122,513 +7%
Truist Financial
16
Truist Financial
North Carolina
$55.7M 1,811,343 +51,646 +3%
Ameriprise
17
Ameriprise
Minnesota
$55.4M 1,796,042 -464,689 -21%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$52.8M 1,717,233 +146,472 +9%
Deutsche Bank
19
Deutsche Bank
Germany
$47.8M 1,554,505 -870 -0.1%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$47.7M 1,553,463 -2,295 -0.1%
HCM
21
Hilton Capital Management
New York
$43.3M 1,409,920 +37,125 +3%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$41M 1,334,055 +143,662 +12%
EWM
23
Edge Wealth Management
New York
$40.1M 1,303,415 -1,832 -0.1%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$39.4M 1,283,528 -184,896 -13%
Osaic Holdings
25
Osaic Holdings
Arizona
$38.2M 1,244,162 +174,205 +16%