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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
PFBT
501
Parkside Financial Bank & Trust
Missouri
$614K
DA
502
Dover Advisors
Virginia
$611K
AAP
503
Arax Advisory Partners
Colorado
$606K
WANY
504
Wealthspire Advisors (New York)
New York
$606K
CWM
505
ClientFirst Wealth Management
Arkansas
$605K
GPA
506
Guidance Point Advisors
Massachusetts
$604K
PFS
507
Prospect Financial Services
New York
$602K
RRWA
508
Rainey & Randall Wealth Advisors
Florida
$599K
SPC
509
Sigma Planning Corp
Michigan
$597K
FFO
510
Fortitude Family Office
Arizona
$597K
RIA
511
Richwood Investment Advisors
Ohio
$592K
MCA
512
MSH Capital Advisors
Arizona
$590K
CPA
513
Cardiff Park Advisors
California
$582K
GT
514
Glenmede Trust
Pennsylvania
$581K
CFS
515
CRA Financial Services
New Jersey
$576K
EFG
516
Ehrlich Financial Group
California
$572K
FWM
517
Forteris Wealth Management
New York
$568K
MA
518
MONECO Advisors
Connecticut
$568K
TWC
519
TD Waterhouse Canada
Ontario, Canada
$567K
NCM
520
Novare Capital Management
North Carolina
$567K
EDRH
521
Edmond de Rothschild Holding
Switzerland
$564K
WC
522
Whitney & Co
New York
$564K
DWM
523
Diversify Wealth Management
Utah
$562K
CSB
524
City State Bank
Iowa
$560K
KIA
525
KCM Investment Advisors
California
$558K