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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
MC
501
Moors & Cabot
Massachusetts
$627K
GTWM
502
Global Trust Wealth Management
Florida
$627K
MWM
503
Melfa Wealth Management
Massachusetts
$623K
GWP
504
Gen-Wealth Partners
Michigan
$618K
PFBT
505
Parkside Financial Bank & Trust
Missouri
$614K
DA
506
Dover Advisors
Virginia
$611K
AAP
507
Arax Advisory Partners
Colorado
$606K
WANY
508
Wealthspire Advisors (New York)
New York
$606K
CWM
509
ClientFirst Wealth Management
Arkansas
$605K
GPA
510
Guidance Point Advisors
Massachusetts
$604K
PFS
511
Prospect Financial Services
New York
$602K
RRWA
512
Rainey & Randall Wealth Advisors
Florida
$599K
SPC
513
Sigma Planning Corp
Michigan
$597K
FFO
514
Fortitude Family Office
Arizona
$597K
RIA
515
Richwood Investment Advisors
Ohio
$592K
MCA
516
MSH Capital Advisors
Arizona
$590K
CPA
517
Cardiff Park Advisors
California
$582K
GT
518
Glenmede Trust
Pennsylvania
$581K
CFS
519
CRA Financial Services
New Jersey
$576K
EFG
520
Ehrlich Financial Group
California
$572K
FWM
521
Forteris Wealth Management
New York
$568K
MA
522
MONECO Advisors
Connecticut
$568K
TWC
523
TD Waterhouse Canada
Ontario, Canada
$567K
NCM
524
Novare Capital Management
North Carolina
$567K
EDRH
525
Edmond de Rothschild Holding
Switzerland
$564K