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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
AIA
301
Aventus Investment Advisors
Florida
$1.48M
JCM
302
Jacobi Capital Management
Pennsylvania
$1.47M
SCM
303
Sunbeam Capital Management
Georgia
$1.47M
PCS
304
Private Client Services
Kentucky
$1.47M
CA
305
Carson Advisory
Georgia
$1.47M
ACM
306
Arcataur Capital Management
Wisconsin
$1.45M
FGA
307
Fortis Group Advisors
New Jersey
$1.45M
MPCG
308
Matrix Private Capital Group
New York
$1.44M
PCIA
309
Prime Capital Investment Advisors
Kansas
$1.44M
TPWA
310
TRUE Private Wealth Advisors
Oregon
$1.42M
CWM
311
Cordatus Wealth Management
Pennsylvania
$1.42M
JPLA
312
Joseph P. Lucia & Associates
New York
$1.42M
MCC
313
Money Concepts Capital
Florida
$1.4M
FA
314
FC Advisory
Pennsylvania
$1.4M
BAM
315
Belpointe Asset Management
Nevada
$1.38M
CAAM
316
Cornerstone Advisors Asset Management
Pennsylvania
$1.37M
IAA
317
Independent Advisor Alliance
North Carolina
$1.37M
SAI
318
Savvy Advisors Inc
New York
$1.36M
FI
319
Financial Insights
Washington
$1.36M
UCFA
320
United Capital Financial Advisors
Texas
$1.34M
PFT
321
Providence First Trust
Arizona
$1.34M
AFP
322
Alpha Financial Partners
Kentucky
$1.34M
FNT
323
First National Trust
Pennsylvania
$1.33M
JIC
324
Johnson Investment Counsel
Ohio
$1.33M
AAG
325
Asset Advisory Group
New Jersey
$1.33M