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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
WC
526
Whitney & Co
New York
$564K
DWM
527
Diversify Wealth Management
Utah
$562K
CSB
528
City State Bank
Iowa
$560K
KIA
529
KCM Investment Advisors
California
$558K
TPW
530
Tiller Private Wealth
Pennsylvania
$556K
CWM
531
Coral Wealth Management
Florida
$552K
First Manhattan
532
First Manhattan
New York
$549K
WHG
533
Westwood Holdings Group
Texas
$548K
TWM
534
TRB Wealth Management
Texas
$540K
SAW
535
Signal Advisors Wealth
Michigan
$540K
TA
536
TPG Advisors
Illinois
$539K
DW
537
Dodds Wealth
Colorado
$536K
TBA
538
Tower Bridge Advisors
Pennsylvania
$533K
Mirae Asset Global Investments
539
Mirae Asset Global Investments
South Korea
$529K
HEIP
540
Hudson Edge Investment Partners
New Jersey
$529K
WBG
541
Wharton Business Group
Pennsylvania
$526K
PWA
542
Provenance Wealth Advisors
Florida
$519K
TCM
543
Traynor Capital Management
Pennsylvania
$519K
EAM
544
Everstar Asset Management
North Carolina
$516K
HPCM
545
Hunter Perkins Capital Management
Illinois
$512K
CAL
546
Capital Advisors Ltd
Ohio
$511K
PNFS
547
PW Nova Financial Services
Pennsylvania
$510K
CWP
548
Cyndeo Wealth Partners
Florida
$506K
PMA
549
Prudent Man Advisors
Illinois
$504K
SCA
550
STALEY CAPITAL ADVISERS
Pennsylvania
$500K