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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
MWM
626
Modera Wealth Management
New Jersey
$388K
FNT
627
First Nebraska Trust
Nebraska
$386K
PMSA
628
Patrick M. Sweeney & Associates
Illinois
$385K
CA
629
CoreCap Advisors
Michigan
$383K
CCG
630
Coastwise Capital Group
California
$383K
CFB
631
Cullen/Frost Bankers
Texas
$383K
PJSIMP
632
P.J. Schmidt Investment Management (PJS)
Wisconsin
$381K
DWA
633
Douglass Winthrop Advisors
New York
$379K
LWPC
634
Legacy Wealth Partners (Colorado)
Colorado
$378K
AA
635
AlphaCentric Advisors
Puerto Rico
$376K
WSC
636
Wellington Shields & Co
New York
$375K
JP Morgan Chase
637
JP Morgan Chase
New York
$374K
UBV
638
United Bank (Virginia)
Virginia
$373K
RFA
639
Register Financial Advisors
Georgia
$373K
SMC
640
Smith, Moore & Co
Missouri
$371K
PS
641
Portfolio Strategies
New York
$371K
PBF
642
Petix & Botte Financial
California
$370K
ACP
643
Argyle Capital Partners
California
$368K
SCM
644
Sage Capital Management
New Jersey
$366K
VHAM
645
Van Hulzen Asset Management
California
$359K
EIP
646
Easterly Investment Partners
Massachusetts
$358K
AWM
647
Avior Wealth Management
Nebraska
$357K
FHC
648
First Heartland Consultants
Missouri
$356K
NAS
649
NWF Advisory Services
California
$351K
TCM
650
TD Capital Management
Tennessee
$351K