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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
WHC
651
Wulff, Hansen & Co
California
$334K
LWM
652
LJI Wealth Management
Indiana
$334K
NFGL
653
Norris Financial Group, LLC
South Carolina
$334K
CA
654
Continuum Advisory
Idaho
$328K
SW
655
SkyOak Wealth
Michigan
$326K
RF
656
Robbins Farley
New Hampshire
$325K
EIA
657
Edgemoor Investment Advisors
Maryland
$323K
FT
658
Fiduciary Trust
Massachusetts
$323K
TA
659
TrueWealth Advisors
Alabama
$323K
AWM
660
Avaii Wealth Management
Wisconsin
$321K
PWP
661
Principle Wealth Partners
Connecticut
$320K
AFG
662
Atomi Financial Group
New York
$320K
FA
663
Flagstar Advisors
New York
$320K
TAR
664
Trask Adam Roland
$318K
IA
665
Inspire Advisors
Idaho
$318K
CCM
666
CFO Capital Management
Connecticut
$312K
GCP
667
Guardian Capital (Pennsylvania)
Pennsylvania
$312K
WA
668
Westfuller Advisors
New York
$309K
GI
669
GLOBALT Investments
Georgia
$306K
SAM
670
Sawgrass Asset Management
Florida
$305K
WE
671
Wealth Effects
Massachusetts
$305K
MIM
672
Merrion Investment Management
New Jersey
$303K
PMWMG
673
Parr McKnight Wealth Management Group
Minnesota
$303K
MWM
674
Maridea Wealth Management
New York
$300K
SWA
675
SFMG Wealth Advisors
Texas
$295K