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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
SBH
576
Segall Bryant & Hamill
Illinois
$450K
CIBC World Market
577
CIBC World Market
Ontario, Canada
$447K
UB
578
UMB Bank
Missouri
$447K
SM
579
Sweeney & Michel
California
$446K
HH
580
Hilltop Holdings
Texas
$445K
MWPCG
581
Measured Wealth Private Client Group
New Hampshire
$441K
PWP
582
Perfromance Wealth Partners
Illinois
$440K
EWA
583
Emergent Wealth Advisors
New York
$440K
BL
584
BCWM LLC
Kansas
$439K
CAWM
585
Capital Advisors Wealth Management
Washington
$436K
Fidelity Investments
586
Fidelity Investments
Massachusetts
$431K
WJA
587
Willis Johnson & Associates
Texas
$431K
VAG
588
VisionPoint Advisory Group
Texas
$428K
EWA
589
Evolution Wealth Advisors
Florida
$426K
SW
590
Simplicity Wealth
New Jersey
$425K
KA
591
Klingman & Associates
New York
$425K
IW
592
Instrumental Wealth
Florida
$425K
NPT
593
National Philanthropic Trust
Pennsylvania
$424K
HIA
594
Harbor Investment Advisory
Maryland
$424K
AIS
595
AM Investment Strategies
Tennessee
$423K
DA
596
Detalus Advisors
Missouri
$421K
GCM
597
Gallacher Capital Management
Colorado
$421K
MA
598
Mezzasalma Advisors
New Jersey
$421K
NW
599
NewEdge Wealth
Pennsylvania
$420K
SAM
600
Synergy Asset Management
Washington
$420K