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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
DA
601
Detalus Advisors
Missouri
$421K
GCM
602
Gallacher Capital Management
Colorado
$421K
MA
603
Mezzasalma Advisors
New Jersey
$421K
NW
604
NewEdge Wealth
Pennsylvania
$420K
SAM
605
Synergy Asset Management
Washington
$420K
SWP
606
Strategic Wealth Partners
Ohio
$419K
BCM
607
Boreal Capital Management
Florida
$417K
RWM
608
Rialto Wealth Management
New York
$417K
Northern Trust
609
Northern Trust
Illinois
$416K
KWA
610
Kingswood Wealth Advisors
California
$416K
CKAIS
611
Christensen King & Associates Investment Services
Washington
$415K
PAMG
612
Patton Albertson Miller Group
Tennessee
$415K
Group One Trading
613
Group One Trading
Illinois
$414K
AWM
614
AE Wealth Management
Kansas
$408K
RCA
615
Ranch Capital Advisors
Florida
$407K
PEA
616
Park Edge Advisors
Ohio
$405K
LSIA
617
LaSalle St. Investment Advisors
Illinois
$401K
BFG
618
Beacon Financial Group
Texas
$400K
AFP
619
Ausdal Financial Partners
Iowa
$400K
BAM
620
Banta Asset Management
California
$400K
EFP
621
Elser Financial Planning
Indiana
$399K
MCA
622
Magnolia Capital Advisors
Mississippi
$397K
CCP
623
Cunning Capital Partners
North Carolina
$394K
WDG
624
Wealth Dimensions Group
Ohio
$392K
HCP
625
Hexagon Capital Partners
Arkansas
$392K