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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
PWM
376
Perigon Wealth Management
California
$1.01M
TAM
377
Titleist Asset Management
Texas
$1.01M
AWM
378
Apollon Wealth Management
South Carolina
$1.01M
RIA
379
Realta Investment Advisors
Delaware
$1.01M
BCM
380
Bowie Capital Management
Texas
$1M
CFG
381
Citizens Financial Group
Rhode Island
$999K
SWA
382
Sax Wealth Advisors
New Jersey
$996K
MHR
383
Matthew Hamilton Rosenberg
$992K
OFG
384
Orcam Financial Group
California
$992K
HAC
385
Harbor Advisory Corp
New Hampshire
$992K
AWM
386
Activest Wealth Management
Florida
$988K
PI
387
PFG Investments
New York
$988K
JSW
388
Journey Strategic Wealth
New Jersey
$986K
BOM
389
Bank of Marin
California
$982K
EFG
390
Ethos Financial Group
Pennsylvania
$981K
CANC
391
Culbertson A N & Co
Virginia
$979K
PC
392
Prairiewood Capital
North Dakota
$977K
TCM
393
Telos Capital Management
California
$975K
WB
394
WesBanco Bank
West Virginia
$973K
YMRC
395
Yorktown Management & Research Company
Virginia
$970K
CAG
396
Crestwood Advisors Group
Massachusetts
$960K
BRM
397
Boston Research & Management
Massachusetts
$956K
Pathstone Holdings
398
Pathstone Holdings
New Jersey
$953K
VFG
399
V2 Financial group
Illinois
$953K
WIC
400
Woodmont Investment Counsel
Tennessee
$952K