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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
CWMS
326
Cannon Wealth Management Services
North Carolina
$1.32M
EFS
327
Essex Financial Services
Connecticut
$1.32M
VA
328
VestGen Advisors
Illinois
$1.32M
IA
329
IFP Advisors
Florida
$1.31M
CFS
330
Coordinated Financial Services
Colorado
$1.3M
EAN
331
Excelsior Advisor Network
Colorado
$1.29M
NS
332
NBC Securities
Alabama
$1.28M
WWM
333
Western Wealth Management
Colorado
$1.27M
PA
334
Pinnacle Associates
New York
$1.27M
CHC
335
City Holding Co
West Virginia
$1.22M
VCM
336
Vines Capital Management
Louisiana
$1.22M
WIA
337
World Investment Advisors
California
$1.2M
LOWM
338
Laurel Oak Wealth Management
New Jersey
$1.19M
EWA
339
Etesian Wealth Advisors
Oregon
$1.19M
RTC
340
Real Talk Capital
Tennessee
$1.18M
CCA
341
Cadent Capital Advisors
Oklahoma
$1.17M
PWW
342
Pettyjohn Wood & White
Virginia
$1.17M
FFA
343
Farther Finance Advisors
California
$1.16M
NAM
344
NorthCrest Asset Manangement
Minnesota
$1.16M
NB
345
Northwest Bancshares
Pennsylvania
$1.15M
PWA
346
Primoris Wealth Advisors
Florida
$1.15M
MFG
347
Merit Financial Group
Georgia
$1.15M
TWP
348
Tempus Wealth Planning
California
$1.14M
TBT
349
Texas Bank & Trust
Texas
$1.14M
CA
350
CGN Advisors
Kansas
$1.13M