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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
FF
251
Farrell Financial
New York
$1.9M
FCM
252
Fell Capital Management
California
$1.9M
GWM
253
GSB Wealth Management
Connecticut
$1.9M
ClearBridge Investments
254
ClearBridge Investments
New York
$1.89M
SRC
255
Shufro Rose & Co
New York
$1.84M
FA
256
Fagan Associates
New York
$1.81M
TPW
257
Talon Private Wealth
Florida
$1.77M
HWM
258
Hohimer Wealth Management
Washington
$1.75M
CRC
259
Curi RMB Capital
Illinois
$1.74M
WCM
260
Whitener Capital Management
North Carolina
$1.74M
PIA
261
Powell Investment Advisors
Florida
$1.74M
CA
262
Calton & Associates
Florida
$1.73M
Cohen & Steers
263
Cohen & Steers
New York
$1.73M
KWM
264
Kingsview Wealth Management
Oregon
$1.71M
CWM
265
Connecticut Wealth Management
Connecticut
$1.7M
HA
266
HFG Advisors
Ohio
$1.68M
TCMP
267
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.68M
SEI Investments
268
SEI Investments
Pennsylvania
$1.68M
William Blair & Company
269
William Blair & Company
Illinois
$1.67M
SVWAG
270
Sound View Wealth Advisors Group
Georgia
$1.66M
MT
271
Midwest Trust
Kansas
$1.65M
ASN
272
Advisory Services Network
Georgia
$1.65M
MC
273
Mathes Company
New York
$1.63M
DCM
274
Donaldson Capital Management
Indiana
$1.62M
CPIG
275
Chicago Partners Investment Group
Illinois
$1.61M