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iShares Preferred and Income Securities ETF

955 hedge funds and large institutions have $5.02B invested in iShares Preferred and Income Securities ETF in 2026 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 368 increasing their positions, 352 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 → $5.02B (-$490M)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

18% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 92

Holders
955
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
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
SC
51
Swan Capital
Florida
$15.3M
MML Investors Services
52
MML Investors Services
Massachusetts
$15.1M
SI
53
Stephens Inc
Arkansas
$15M
P
54
&Partners
Tennessee
$15M
SWP
55
Stratos Wealth Partners
Ohio
$14.7M
Envestnet Portfolio Solutions
56
Envestnet Portfolio Solutions
Illinois
$14.6M
CAP
57
Cordoba Advisory Partners
New York
$14.5M
BI
58
Ballast Inc
Kentucky
$13M
RSWM
59
Robertson Stephens Wealth Management
California
$12.9M
SS
60
SBI Securities
Japan
$12.8M
FBB
61
Fulton Breakefield Broenniman
Maryland
$12.4M
FCBT
62
First Citizens Bank & Trust
North Carolina
$12.2M
CI
63
Conning Inc
Connecticut
$11.8M
Jones Financial Companies
64
Jones Financial Companies
Missouri
$11.6M
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$11.6M
OHIS
66
Oak Harvest Investment Services
Texas
$11.2M
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$11.1M
Focus Partners Wealth
68
Focus Partners Wealth
Massachusetts
$10.6M
CFO
69
Collective Family Office
Pennsylvania
$10.5M
SP
70
Stablepoint Partners
Massachusetts
$10.3M
SCTC
71
Sanibel Captiva Trust Company
Florida
$10.2M
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$9.38M
MHIP
73
Mountain Hill Investment Partners
New Jersey
$9.21M
PFPG
74
Pinnacle Financial Partners (Georgia)
Georgia
$9.13M
ANTB
75
AMG National Trust Bank
Colorado
$9.07M