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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
NEPWA
351
New England Private Wealth Advisors
Massachusetts
$1.13M
RA
352
Rockingstone Advisors
Massachusetts
$1.11M
KA
353
Kovack Advisors
Florida
$1.1M
MBT
354
Montecito Bank & Trust
California
$1.1M
FWM
355
ForthRight Wealth Management
Georgia
$1.1M
SFG
356
Seamount Financial Group
Colorado
$1.1M
SEP
357
Signature Equity Partners
Ohio
$1.09M
BEI
358
Benjamin Edwards Inc
Missouri
$1.09M
FFN
359
Focus Financial Network
Minnesota
$1.09M
PA
360
PFG Advisors
Arizona
$1.08M
SW
361
SVB Wealth
Massachusetts
$1.08M
KOMWMG
362
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.07M
RBC
363
Romano Brothers & Co
Illinois
$1.06M
Franklin Resources
364
Franklin Resources
California
$1.06M
NFTC
365
North Forty Two & Co
Oregon
$1.05M
SIA
366
Sage Investment Advisers
New York
$1.04M
JFG
367
Jefferies Financial Group
New York
$1.04M
AWM
368
Accel Wealth Management
Iowa
$1.03M
IIM
369
Ipswich Investment Management
Massachusetts
$1.03M
CGH
370
CMG Global Holdings
Texas
$1.02M
FWP
371
Falcon Wealth Planning
California
$1.02M
LPAM
372
Lodestar Private Asset Management
California
$1.02M
BWG
373
Balanced Wealth Group
Ohio
$1.02M
IWP
374
Invenio Wealth Partners
Florida
$1.02M
BRWA
375
B. Riley Wealth Advisors
Florida
$1.02M