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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
TCM
676
Traub Capital Management
Massachusetts
$294K
IP
677
Indivisible Partners
Florida
$294K
GWP
678
Gateway Wealth Partners
Wisconsin
$293K
CGA
679
Crescent Grove Advisors
Illinois
$292K
Financial Engines Advisors
680
Financial Engines Advisors
California
$292K
SAM
681
Seelaus Asset Management
New Jersey
$290K
MA
682
Montag & Associates
Georgia
$290K
AAS
683
Ameritas Advisory Services
Nebraska
$289K
CAP
684
Columbia Advisory Partners
Washington
$289K
TCM
685
Triumph Capital Management
Colorado
$289K
PMG
686
ProVise Management Group
Florida
$287K
VFA
687
Valeo Financial Advisors
Indiana
$287K
CAMG
688
CWA Asset Management Group
Florida
$286K
SCI
689
Stableford Capital II
Arizona
$286K
ANC
690
Ames National Corp
Iowa
$285K
FSA
691
Fort Sheridan Advisors
Illinois
$284K
GG
692
GenWealth Group
New Jersey
$283K
TWA
693
TCI Wealth Advisors
Arizona
$281K
SIC
694
Salem Investment Counselors
North Carolina
$281K
AA
695
Ancora Advisors
Ohio
$280K
AOWM
696
Asset One Wealth Management
Washington
$280K
CCG
697
Cypress Capital Group
Florida
$278K
MSCM
698
McElhenny Sheffield Capital Management
Texas
$278K
MWM
699
Mission Wealth Management
California
$277K
PWM
700
Proathlete Wealth Management
Florida
$276K