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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
IA
576
Integrity Alliance
Iowa
$466K
BKA
577
Brick & Kyle Associates
Pennsylvania
$462K
KJWM
578
Kiley Juergens Wealth Management
Washington
$459K
JSL
579
JT Stratford LLC
Georgia
$456K
STA
580
Summit Trail Advisors
New York
$452K
SBH
581
Segall Bryant & Hamill
Illinois
$450K
CIBC World Market
582
CIBC World Market
Ontario, Canada
$447K
UB
583
UMB Bank
Missouri
$447K
SM
584
Sweeney & Michel
California
$446K
HH
585
Hilltop Holdings
Texas
$445K
MWPCG
586
Measured Wealth Private Client Group
New Hampshire
$441K
PWP
587
Perfromance Wealth Partners
Illinois
$440K
EWA
588
Emergent Wealth Advisors
New York
$440K
BL
589
BCWM LLC
Kansas
$439K
CAWM
590
Capital Advisors Wealth Management
Washington
$436K
Fidelity Investments
591
Fidelity Investments
Massachusetts
$431K
WJA
592
Willis Johnson & Associates
Texas
$431K
VAG
593
VisionPoint Advisory Group
Texas
$428K
EWA
594
Evolution Wealth Advisors
Florida
$426K
SW
595
Simplicity Wealth
New Jersey
$425K
KA
596
Klingman & Associates
New York
$425K
IW
597
Instrumental Wealth
Florida
$425K
NPT
598
National Philanthropic Trust
Pennsylvania
$424K
HIA
599
Harbor Investment Advisory
Maryland
$424K
AIS
600
AM Investment Strategies
Tennessee
$423K