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iShares Preferred and Income Securities ETF

957 hedge funds and large institutions have $5.04B invested in iShares Preferred and Income Securities ETF in 2026 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 369 increasing their positions, 353 reducing their positions, and 92 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:

9% less capital invested

Capital invested by funds: $5.51B → $5.04B (-$469M)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

18% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 92

Holders
957
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
PA
226
Procyon Advisors
Connecticut
$2.21M
DI
227
Disciplined Investments
Oklahoma
$2.21M
CWMGO
228
Capstone Wealth Management Group (Oregon)
Oregon
$2.21M
FFA
229
Fragasso Financial Advisors
Pennsylvania
$2.2M
DSC
230
Duncker Streett & Co
Missouri
$2.19M
AC
231
AlphaCore Capital
California
$2.18M
SC
232
SouthState Corp
Florida
$2.18M
RIL
233
Rothschild Investment LLC
Illinois
$2.14M
FWA
234
FOCUS Wealth Advisors
Texas
$2.14M
HSBC Holdings
235
HSBC Holdings
United Kingdom
$2.11M
IAIM
236
International Assets Investment Management
Florida
$2.08M
BCP
237
Berkeley Capital Partners
Georgia
$2.07M
AWM
238
Arista Wealth Management
Nevada
$2.06M
AQR Capital Management
239
AQR Capital Management
Connecticut
$2.05M
MWM
240
Meridian Wealth Management
Kentucky
$2.04M
DJSG
241
D.J. St. Germain
Massachusetts
$2.01M
WAP
242
Wealthcare Advisory Partners
Pennsylvania
$2.01M
GC
243
Guggenheim Capital
Illinois
$2.01M
IWA
244
IBEX Wealth Advisors
New Jersey
$1.99M
GWM
245
Geneos Wealth Management
Colorado
$1.98M
CA
246
Crewe Advisors
Utah
$1.96M
CCA
247
Checchi Capital Advisers
California
$1.93M
GCA
248
Greenwood Capital Associates
South Carolina
$1.93M
SWM
249
Stronghold Wealth Management
Florida
$1.92M
WDA
250
Wendell David Associates
New Hampshire
$1.91M