We are live on ! Find out more
PFF icon

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
FIM
426
FWL Investment Management
Texas
$871K
WHCFA
427
William Howard & Co Financial Advisors
Tennessee
$855K
AGWCA
428
Annis Gardner Whiting Capital Advisors
Florida
$853K
WSFS
429
Wilmington Savings Fund Society
Delaware
$852K
OAG
430
Oakmont Advisory Group
New Mexico
$847K
AAM
431
Advisors Asset Management
Colorado
$840K
PWMAG
432
Pinnacle Wealth Management Advisory Group
New Jersey
$837K
SCA
433
Snowden Capital Advisors
New York
$833K
WAM
434
WealthTrust Asset Management
Florida
$823K
CWM
435
Calamos Wealth Management
Illinois
$820K
Calamos Advisors
436
Calamos Advisors
Illinois
$820K
B
437
Bellecapital
Switzerland
$819K
SWM
438
Spire Wealth Management
Virginia
$815K
CT
439
Caldwell Trust
Florida
$815K
CL
440
Choreo LLC
Illinois
$810K
LAM
441
LOM Asset Management
$809K
RFA
442
Resurgent Financial Advisors
Georgia
$806K
NAG
443
Northstar Advisory Group
New Jersey
$798K
KCWM
444
Kane Co Wealth Management
Iowa
$791K
SS
445
Sunbelt Securities
Texas
$789K
CIAS
446
Capital Investment Advisory Services
North Carolina
$785K
SG
447
StoneX Group
New York
$783K
IWM
448
IHT Wealth Management
Illinois
$782K
FCA
449
Fortis Capital Advisors
Kansas
$782K
RSC
450
Red Spruce Capital
Pennsylvania
$779K