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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
GCA
251
Greenwood Capital Associates
South Carolina
$1.93M
SWM
252
Stronghold Wealth Management
Florida
$1.92M
WDA
253
Wendell David Associates
New Hampshire
$1.91M
FF
254
Farrell Financial
New York
$1.9M
FCM
255
Fell Capital Management
California
$1.9M
GWM
256
GSB Wealth Management
Connecticut
$1.9M
ClearBridge Investments
257
ClearBridge Investments
New York
$1.89M
SRC
258
Shufro Rose & Co
New York
$1.84M
FA
259
Fagan Associates
New York
$1.81M
TPW
260
Talon Private Wealth
Florida
$1.77M
HWM
261
Hohimer Wealth Management
Washington
$1.75M
CRC
262
Curi RMB Capital
Illinois
$1.74M
WCM
263
Whitener Capital Management
North Carolina
$1.74M
PIA
264
Powell Investment Advisors
Florida
$1.74M
CA
265
Calton & Associates
Florida
$1.73M
Cohen & Steers
266
Cohen & Steers
New York
$1.73M
KWM
267
Kingsview Wealth Management
Oregon
$1.71M
CWM
268
Connecticut Wealth Management
Connecticut
$1.7M
HA
269
HFG Advisors
Ohio
$1.68M
TCMP
270
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.68M
SEI Investments
271
SEI Investments
Pennsylvania
$1.68M
William Blair & Company
272
William Blair & Company
Illinois
$1.67M
SVWAG
273
Sound View Wealth Advisors Group
Georgia
$1.66M
MT
274
Midwest Trust
Kansas
$1.65M
ASN
275
Advisory Services Network
Georgia
$1.65M