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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
PCM
451
Palisade Capital Management
New Jersey
$773K
AIM
452
Advyzon Investment Management
Illinois
$769K
AWE
453
Avidian Wealth Enterprises
Texas
$766K
NSIM
454
North Star Investment Management
Illinois
$765K
CL
455
COWA LLC
Oklahoma
$764K
KLCM
456
KG&L Capital Management
Louisiana
$760K
VOYA Investment Management
457
VOYA Investment Management
Georgia
$758K
FWP
458
FAS Wealth Partners
Kansas
$756K
BWAM
459
Boyd Watterson Asset Management
Ohio
$753K
COA
460
Crown Oak Advisors
California
$748K
R
461
Rebalance
California
$743K
ML
462
McAdam LLC
Pennsylvania
$741K
FH
463
FWG Holdings
Florida
$739K
WT
464
Whittier Trust
California
$736K
GAM
465
Grandview Asset Management
Pennsylvania
$732K
MAM
466
MMA Asset Management
Pennsylvania
$731K
ORC
467
O'Rourke & Company
Massachusetts
$725K
HT
468
Headlands Technologies
Illinois
$724K
AA
469
Aire Advisors
California
$720K
VAM
470
Verity Asset Management
North Carolina
$713K
IWM
471
Integris Wealth Management
California
$712K
I
472
INVST
Indiana
$711K
Capital Fund Management (CFM)
473
Capital Fund Management (CFM)
France
$708K
IBOK
474
Independence Bank of Kentucky
Kentucky
$706K
LWM
475
LongView Wealth Management
Georgia
$703K