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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
WSFS
426
Wilmington Savings Fund Society
Delaware
$852K
OAG
427
Oakmont Advisory Group
New Mexico
$847K
AAM
428
Advisors Asset Management
Colorado
$840K
PWMAG
429
Pinnacle Wealth Management Advisory Group
New Jersey
$837K
SCA
430
Snowden Capital Advisors
New York
$833K
WAM
431
WealthTrust Asset Management
Florida
$823K
CWM
432
Calamos Wealth Management
Illinois
$820K
Calamos Advisors
433
Calamos Advisors
Illinois
$820K
B
434
Bellecapital
Switzerland
$819K
SWM
435
Spire Wealth Management
Virginia
$815K
CT
436
Caldwell Trust
Florida
$815K
CL
437
Choreo LLC
Illinois
$810K
LAM
438
LOM Asset Management
$809K
RFA
439
Resurgent Financial Advisors
Georgia
$806K
NAG
440
Northstar Advisory Group
New Jersey
$798K
KCWM
441
Kane Co Wealth Management
Iowa
$791K
SS
442
Sunbelt Securities
Texas
$789K
CIAS
443
Capital Investment Advisory Services
North Carolina
$785K
SG
444
StoneX Group
New York
$783K
IWM
445
IHT Wealth Management
Illinois
$782K
FCA
446
Fortis Capital Advisors
Kansas
$782K
RSC
447
Red Spruce Capital
Pennsylvania
$779K
PCM
448
Palisade Capital Management
New Jersey
$773K
AIM
449
Advyzon Investment Management
Illinois
$769K
AWE
450
Avidian Wealth Enterprises
Texas
$766K