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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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.81M
Puts
$7.9M
Net Calls
Net Calls Change

Top Buyers

1 +$11.1M
2 +$10.6M
3 +$9.09M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.7M
5
CC
Centiva Capital
New York
+$7.29M

Top Sellers

1 -$64.7M
2 -$54.1M
3 -$33.6M
4
OPAM
Ocean Park Asset Management
California
-$26.9M
5
Cohen & Steers
Cohen & Steers
New York
-$26.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MIA
226
MMBG Investment Advisors
Florida
$2.22M
BHBT
227
Burke & Herbert Bank & Trust
Virginia
$2.21M
PA
228
Procyon Advisors
Connecticut
$2.21M
DI
229
Disciplined Investments
Oklahoma
$2.21M
CWMGO
230
Capstone Wealth Management Group (Oregon)
Oregon
$2.21M
TBFA
231
Three Bearings Fiduciary Advisors
New Hampshire
$2.21M
FFA
232
Fragasso Financial Advisors
Pennsylvania
$2.2M
DSC
233
Duncker Streett & Co
Missouri
$2.19M
AC
234
AlphaCore Capital
California
$2.18M
SC
235
SouthState Corp
Florida
$2.18M
RIL
236
Rothschild Investment LLC
Illinois
$2.14M
FWA
237
FOCUS Wealth Advisors
Texas
$2.14M
HSBC Holdings
238
HSBC Holdings
United Kingdom
$2.11M
IAIM
239
International Assets Investment Management
Florida
$2.08M
BCP
240
Berkeley Capital Partners
Georgia
$2.07M
AWM
241
Arista Wealth Management
Nevada
$2.06M
AQR Capital Management
242
AQR Capital Management
Connecticut
$2.05M
MWM
243
Meridian Wealth Management
Kentucky
$2.04M
DJSG
244
D.J. St. Germain
Massachusetts
$2.01M
WAP
245
Wealthcare Advisory Partners
Pennsylvania
$2.01M
GC
246
Guggenheim Capital
Illinois
$2.01M
IWA
247
IBEX Wealth Advisors
New Jersey
$1.99M
GWM
248
Geneos Wealth Management
Colorado
$1.98M
CA
249
Crewe Advisors
Utah
$1.96M
CCA
250
Checchi Capital Advisers
California
$1.93M