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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
MBT
351
Montecito Bank & Trust
California
$1.1M
FWM
352
ForthRight Wealth Management
Georgia
$1.1M
SFG
353
Seamount Financial Group
Colorado
$1.1M
SEP
354
Signature Equity Partners
Ohio
$1.09M
BEI
355
Benjamin Edwards Inc
Missouri
$1.09M
FFN
356
Focus Financial Network
Minnesota
$1.09M
PA
357
PFG Advisors
Arizona
$1.08M
SW
358
SVB Wealth
Massachusetts
$1.08M
KOMWMG
359
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.07M
RBC
360
Romano Brothers & Co
Illinois
$1.06M
Franklin Resources
361
Franklin Resources
California
$1.06M
NFTC
362
North Forty Two & Co
Oregon
$1.05M
SIA
363
Sage Investment Advisers
New York
$1.04M
JFG
364
Jefferies Financial Group
New York
$1.04M
AWM
365
Accel Wealth Management
Iowa
$1.03M
IIM
366
Ipswich Investment Management
Massachusetts
$1.03M
CGH
367
CMG Global Holdings
Texas
$1.02M
FWP
368
Falcon Wealth Planning
California
$1.02M
LPAM
369
Lodestar Private Asset Management
California
$1.02M
BWG
370
Balanced Wealth Group
Ohio
$1.02M
IWP
371
Invenio Wealth Partners
Florida
$1.02M
BRWA
372
B. Riley Wealth Advisors
Florida
$1.02M
PWM
373
Perigon Wealth Management
California
$1.01M
TAM
374
Titleist Asset Management
Texas
$1.01M
AWM
375
Apollon Wealth Management
South Carolina
$1.01M