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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
AA
701
Ancora Advisors
Ohio
$280K
AOWM
702
Asset One Wealth Management
Washington
$280K
CCG
703
Cypress Capital Group
Florida
$278K
MSCM
704
McElhenny Sheffield Capital Management
Texas
$278K
MWM
705
Mission Wealth Management
California
$277K
PWM
706
Proathlete Wealth Management
Florida
$276K
AF
707
Apollon Financial
South Carolina
$273K
QFA
708
Quantum Financial Advisors
California
$273K
SSW
709
Stone Summit Wealth
Florida
$272K
E
710
Entelevest
Florida
$271K
SFS
711
Sowell Financial Services
Arkansas
$270K
CP
712
Cumberland Partners
Ontario, Canada
$269K
TFS
713
Thoroughbred Financial Services
Tennessee
$269K
CG
714
CFO4Life Group
Texas
$269K
GVAG
715
Great Valley Advisor Group
Delaware
$267K
BWP
716
Balboa Wealth Partners
Arizona
$267K
JIC
717
Joel Isaacson & Co
New York
$266K
A
718
Argentarii
Ohio
$265K
1WA
719
180 Wealth Advisors
Washington
$264K
IF
720
Ironwood Financial
Arizona
$263K
NG
721
Norden Group
Utah
$262K
WCG
722
Weaver Consulting Group
California
$262K
GEA
723
Glen Eagle Advisors
New Jersey
$261K
SIS
724
Sound Income Strategies
Florida
$261K
JHCP
725
Jackson Hole Capital Partners
Oklahoma
$261K