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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
USCWA
401
U.S. Capital Wealth Advisors
Texas
$951K
KWMG
402
King Wealth Management Group
Florida
$948K
HWM
403
Howard Wealth Management
Connecticut
$945K
WCP
404
Wealthcare Capital Partners
Pennsylvania
$945K
FHA
405
Flagship Harbor Advisors
Massachusetts
$944K
FDCDDQ
406
Federation des caisses Desjardins du Quebec
Quebec, Canada
$939K
HTC
407
Haverford Trust Company
Pennsylvania
$931K
RSF
408
Rik Saylor Financial
Ohio
$930K
CFO
409
Colony Family Offices
North Carolina
$927K
BTI
410
Blue Trust Inc
Georgia
$926K
M&T Bank
411
M&T Bank
New York
$918K
SRC
412
Sage Rhino Capital
California
$911K
HIM
413
Hillsdale Investment Management
Ontario, Canada
$906K
OFA
414
Oak Family Advisors
Illinois
$903K
GS
415
GWN Securities
Florida
$895K
UFA
416
Unify Financial Advisors
Florida
$893K
BAM
417
Brave Asset Management
New Jersey
$891K
FA
418
Fiduciary Alliance
South Carolina
$889K
CIA
419
Capital Investment Advisors
Georgia
$887K
IAG
420
Investment Advisory Group
Massachusetts
$886K
PIMG
421
Patriot Investment Management Group
Tennessee
$884K
PTC
422
Private Trust Company
Ohio
$883K
Bank of New York Mellon
423
Bank of New York Mellon
New York
$883K
RIM
424
RW Investment Management
Idaho
$873K
HWA
425
HCR Wealth Advisors
California
$872K