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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
SAM
676
Sawgrass Asset Management
Florida
$305K
WE
677
Wealth Effects
Massachusetts
$305K
MIM
678
Merrion Investment Management
New Jersey
$303K
PMWMG
679
Parr McKnight Wealth Management Group
Minnesota
$303K
MWM
680
Maridea Wealth Management
New York
$300K
SWA
681
SFMG Wealth Advisors
Texas
$295K
TCM
682
Traub Capital Management
Massachusetts
$294K
IP
683
Indivisible Partners
Florida
$294K
GWP
684
Gateway Wealth Partners
Wisconsin
$293K
CGA
685
Crescent Grove Advisors
Illinois
$292K
Financial Engines Advisors
686
Financial Engines Advisors
California
$292K
SAM
687
Seelaus Asset Management
New Jersey
$290K
MA
688
Montag & Associates
Georgia
$290K
AAS
689
Ameritas Advisory Services
Nebraska
$289K
CAP
690
Columbia Advisory Partners
Washington
$289K
TCM
691
Triumph Capital Management
Colorado
$289K
PMG
692
ProVise Management Group
Florida
$287K
VFA
693
Valeo Financial Advisors
Indiana
$287K
CAMG
694
CWA Asset Management Group
Florida
$286K
SCI
695
Stableford Capital II
Arizona
$286K
ANC
696
Ames National Corp
Iowa
$285K
FSA
697
Fort Sheridan Advisors
Illinois
$284K
GG
698
GenWealth Group
New Jersey
$283K
TWA
699
TCI Wealth Advisors
Arizona
$281K
SIC
700
Salem Investment Counselors
North Carolina
$281K