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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
SA
51
Sanctuary Advisors
Indiana
$15.6M
SC
52
Swan Capital
Florida
$15.3M
MML Investors Services
53
MML Investors Services
Massachusetts
$15.1M
SI
54
Stephens Inc
Arkansas
$15M
P
55
&Partners
Tennessee
$15M
SWP
56
Stratos Wealth Partners
Ohio
$14.7M
Envestnet Portfolio Solutions
57
Envestnet Portfolio Solutions
Illinois
$14.6M
CAP
58
Cordoba Advisory Partners
New York
$14.5M
BI
59
Ballast Inc
Kentucky
$13M
RSWM
60
Robertson Stephens Wealth Management
California
$12.9M
NA
61
NewEdge Advisors
Louisiana
$12.9M
SS
62
SBI Securities
Japan
$12.8M
FBB
63
Fulton Breakefield Broenniman
Maryland
$12.4M
FCBT
64
First Citizens Bank & Trust
North Carolina
$12.2M
CI
65
Conning Inc
Connecticut
$11.8M
Jones Financial Companies
66
Jones Financial Companies
Missouri
$11.6M
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$11.6M
OHIS
68
Oak Harvest Investment Services
Texas
$11.2M
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$11.1M
Focus Partners Wealth
70
Focus Partners Wealth
Massachusetts
$10.6M
CFO
71
Collective Family Office
Pennsylvania
$10.5M
SP
72
Stablepoint Partners
Massachusetts
$10.3M
SCTC
73
Sanibel Captiva Trust Company
Florida
$10.2M
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$9.38M
MHIP
75
Mountain Hill Investment Partners
New Jersey
$9.21M