PFF icon

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
SWP
601
Strategic Wealth Partners
Ohio
$419K
BCM
602
Boreal Capital Management
Florida
$417K
RWM
603
Rialto Wealth Management
New York
$417K
Northern Trust
604
Northern Trust
Illinois
$416K
KWA
605
Kingswood Wealth Advisors
California
$416K
CKAIS
606
Christensen King & Associates Investment Services
Washington
$415K
PAMG
607
Patton Albertson Miller Group
Tennessee
$415K
Group One Trading
608
Group One Trading
Illinois
$414K
AWM
609
AE Wealth Management
Kansas
$408K
RCA
610
Ranch Capital Advisors
Florida
$407K
PEA
611
Park Edge Advisors
Ohio
$405K
LSIA
612
LaSalle St. Investment Advisors
Illinois
$401K
BFG
613
Beacon Financial Group
Texas
$400K
AFP
614
Ausdal Financial Partners
Iowa
$400K
BAM
615
Banta Asset Management
California
$400K
EFP
616
Elser Financial Planning
Indiana
$399K
MCA
617
Magnolia Capital Advisors
Mississippi
$397K
CCP
618
Cunning Capital Partners
North Carolina
$394K
WDG
619
Wealth Dimensions Group
Ohio
$392K
HCP
620
Hexagon Capital Partners
Arkansas
$392K
MWM
621
Modera Wealth Management
New Jersey
$388K
PMSA
622
Patrick M. Sweeney & Associates
Illinois
$385K
CA
623
CoreCap Advisors
Michigan
$383K
CCG
624
Coastwise Capital Group
California
$383K
CFB
625
Cullen/Frost Bankers
Texas
$383K