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iShares Preferred and Income Securities ETF

965 hedge funds and large institutions have $5.06B invested in iShares Preferred and Income Securities ETF in 2026 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 374 increasing their positions, 354 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $8.81M | Put options by funds: $7.9M

6% more repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 354

1.03% less ownership

Funds ownership: 38.74%37.71% (-1%)

4% less funds holding

Funds holding: 1,005965 (-40)

8% less capital invested

Capital invested by funds: $5.51B → $5.06B (-$450M)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

16% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 91

Holders
965
Holders Change
-40
Holders Change %
-3.98%
% of All Funds
11.89%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.25%
New
76
Increased
374
Reduced
354
Closed
91
Calls
$8.81M
Puts
$7.9M
Net Calls
+$910K
Net Calls Change
+$2.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$690M +$2.64M +84,382 +0.4%
Morgan Stanley
2
Morgan Stanley
New York
$455M -$24.7M -787,793 -5%
Wells Fargo
3
Wells Fargo
California
$287M -$467K -14,928 -0.2%
LPL Financial
4
LPL Financial
California
$234M -$4.74M -151,331 -2%
UBS Group
5
UBS Group
Switzerland
$185M +$1.87M +59,754 +1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$129M +$4.63M +147,990 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$127M +$7.7M +246,021 +6%
Mariner
8
Mariner
Kansas
$104M -$11.7M -374,170 -10%
FIB
9
First Interstate Bank
Montana
$87.9M -$226K -7,210 -0.2%
BlackRock
10
BlackRock
New York
$83.9M +$10.6M +338,284 +14%
Charles Schwab
11
Charles Schwab
California
$66.8M +$2.04M +65,168 +3%
Raymond James Financial
12
Raymond James Financial
Florida
$65.4M -$33.6M -1,073,647 -33%
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$59M +$1.62M +51,680 +3%
Truist Financial
14
Truist Financial
North Carolina
$52M -$3.38M -107,811 -6%
SPIA
15
Steward Partners Investment Advisory
New York
$50.8M +$937K +29,919 +2%
US Bancorp
16
US Bancorp
Minnesota
$47.5M -$6.07M -193,855 -11%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$46.8M -$7.02M -224,038 -13%
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$46.1M +$9.09M +290,186 +24%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$44M +$4.14M +132,256 +10%
Ameriprise
20
Ameriprise
Minnesota
$42.5M -$1.59M -50,634 -3%
SMFG
21
Sumitomo Mitsui Financial Group
Japan
$39.4M +$4.67M +149,021 +13%
GT
22
Greenleaf Trust
Michigan
$37.9M +$1.31M +41,825 +3%
Osaic Holdings
23
Osaic Holdings
Arizona
$36.1M -$2.06M -65,827 -5%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$34.9M -$5.05M -161,413 -12%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$33M +$1.01M +32,263 +3%