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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

12% more call options, than puts

Call options by funds: $8.81M | Put options by funds: $7.9M

6% more repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 354

1.03% less ownership

Funds ownership: 38.74%37.71% (-1%)

4% less funds holding

Funds holding: 1,005965 (-40)

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
-40
Holders Change %
-3.98%
% of All Funds
11.89%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.25%
New
76
Increased
374
Reduced
354
Closed
91
Calls
$8.81M
Puts
$7.9M
Net Calls
+$910K
Net Calls Change
+$2.16M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
GDS Wealth Management
Texas
$32M +$3.33M +106,253 +11%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$31.6M -$71.6K -2,286 -0.2%
Stifel Financial
28
Stifel Financial
Missouri
$30.8M +$5.38M +171,709 +20%
MCM
29
MAI Capital Management
Ohio
$29.8M +$1.7M +54,220 +6%
FMLI
30
Fukoku Mutual Life Insurance
Japan
$29M -$676K -21,600 -2%
Cerity Partners
31
Cerity Partners
New York
$26.9M +$3.52M +112,507 +15%
JIP
32
Jaffetilchin Investment Partners
Florida
$25.9M +$2.87M +91,751 +12%
CB
33
Commerce Bank
Missouri
$25.6M +$798K +25,487 +3%
DWM
34
Dakota Wealth Management
Florida
$25.3M -$3.19M -101,911 -11%
HWAM
35
Hennion & Walsh Asset Management
New Jersey
$24.9M +$1.01M +32,123 +4%
HighTower Advisors
36
HighTower Advisors
Illinois
$24.7M +$1.47M +46,790 +6%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$24.7M -$5.75M -183,510 -18%
HF
38
HRT Financial
New York
$21.6M +$11.1M +355,168 +100%
BA
39
Bard Associates
Illinois
$21M -$65.4K -2,090 -0.3%
PFA
40
Pure Financial Advisors
California
$20.6M +$1.1M +35,034 +5%
SFWA
41
Summit Financial Wealth Advisors
Louisiana
$20.5M -$761K -24,319 -3%
KAS
42
Kestra Advisory Services
Texas
$19.3M +$2.32M +74,238 +13%
NCM
43
Northside Capital Management
Oregon
$19.2M +$120K +3,847 +0.6%
Citigroup
44
Citigroup
New York
$19.2M +$1.93M +61,707 +11%
KeyBank National Association
45
KeyBank National Association
Ohio
$18.6M -$938K -29,943 -5%
SIA
46
SeaBridge Investment Advisors
New Jersey
$18.1M +$2.44M +78,027 +15%
WF
47
Welch & Forbes
Massachusetts
$17.7M -$303K -9,686 -2%
Deutsche Bank
48
Deutsche Bank
Germany
$17.7M -$252K -8,034 -1%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$16.9M -$1.92M -61,285 -10%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$16.3M -$107K -3,405 -0.6%