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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
IA
326
IFP Advisors
Florida
$1.31M
CFS
327
Coordinated Financial Services
Colorado
$1.3M
EAN
328
Excelsior Advisor Network
Colorado
$1.29M
NS
329
NBC Securities
Alabama
$1.28M
WWM
330
Western Wealth Management
Colorado
$1.27M
PA
331
Pinnacle Associates
New York
$1.27M
CHC
332
City Holding Co
West Virginia
$1.22M
VCM
333
Vines Capital Management
Louisiana
$1.22M
WIA
334
World Investment Advisors
California
$1.2M
LOWM
335
Laurel Oak Wealth Management
New Jersey
$1.19M
EWA
336
Etesian Wealth Advisors
Oregon
$1.19M
RTC
337
Real Talk Capital
Tennessee
$1.18M
CCA
338
Cadent Capital Advisors
Oklahoma
$1.17M
PWW
339
Pettyjohn Wood & White
Virginia
$1.17M
FFA
340
Farther Finance Advisors
California
$1.16M
NAM
341
NorthCrest Asset Manangement
Minnesota
$1.16M
NB
342
Northwest Bancshares
Pennsylvania
$1.15M
PWA
343
Primoris Wealth Advisors
Florida
$1.15M
MFG
344
Merit Financial Group
Georgia
$1.15M
TWP
345
Tempus Wealth Planning
California
$1.14M
TBT
346
Texas Bank & Trust
Texas
$1.14M
CA
347
CGN Advisors
Kansas
$1.13M
NEPWA
348
New England Private Wealth Advisors
Massachusetts
$1.13M
RA
349
Rockingstone Advisors
Massachusetts
$1.11M
KA
350
Kovack Advisors
Florida
$1.1M