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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
CST
276
Charles Schwab Trust
Nevada
$1.61M
BST
277
Bath Savings Trust
Maine
$1.59M
KFS
278
Keynote Financial Services
Connecticut
$1.59M
SFA
279
Sequoia Financial Advisors
Ohio
$1.58M
NCM
280
Noesis Capital Mangement
Florida
$1.58M
PS
281
Principal Securities
Iowa
$1.58M
CWM
282
CMH Wealth Management
New Hampshire
$1.58M
MCM
283
McRae Capital Management
New Jersey
$1.57M
FCFC
284
First Commonwealth Financial Corp
Pennsylvania
$1.55M
OHWP
285
Oak Harbor Wealth Partners
North Carolina
$1.54M
CWRP
286
Cassady Wealth & Retirement Planning
Nevada
$1.54M
BI
287
Bramshill Investments
Florida
$1.53M
PVM
288
Palogic Value Management
Texas
$1.52M
APWA
289
Atlas Private Wealth Advisors
New Jersey
$1.51M
SFG
290
Sowa Financial Group
Rhode Island
$1.51M
Jane Street
291
Jane Street
New York
$1.51M
AWM
292
Ariadne Wealth Management
California
$1.51M
FCM
293
Fogel Capital Management
Florida
$1.51M
ST
294
Somerset Trust
Pennsylvania
$1.5M
TF
295
Tudor Financial
Ohio
$1.5M
ACP
296
Aviance Capital Partners
Florida
$1.5M
BCM
297
Bluefin Capital Management
New York
$1.49M
AIA
298
Aventus Investment Advisors
Florida
$1.48M
JCM
299
Jacobi Capital Management
Pennsylvania
$1.47M
SCM
300
Sunbeam Capital Management
Georgia
$1.47M