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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
OCM
751
Objective Capital Management
Ohio
$232K
CW
752
Cornerstone Wealth
Tennessee
$231K
QCM
753
Quantinno Capital Management
New York
$230K
KF
754
Krilogy Financial
Missouri
$230K
AWS
755
Arkfeld Wealth Strategies
Nebraska
$229K
PCA
756
Prosperity Capital Advisors
Ohio
$229K
RMAM
757
Raab & Moskowitz Asset Management
New Jersey
$229K
SWP
758
Summit Wealth Partners
Florida
$228K
GSC
759
Ground Swell Capital
South Carolina
$228K
FLPIM
760
F.L. Putnam Investment Management
Massachusetts
$228K
FNWM
761
Financial Network Wealth Management
Utah
$227K
CMI
762
Clare Market Investments
Texas
$227K
MFG
763
Midwest Financial Group
Kansas
$226K
AWP
764
Axis Wealth Partners
Rhode Island
$225K
LWANC
765
Laurel Wealth Advisors (North Carolina)
North Carolina
$225K
MIM
766
Moseley Investment Management
Florida
$224K
AWM
767
Austin Wealth Management
Texas
$223K
AA
768
Alesco Advisors
New York
$222K
VF
769
Vawter Financial
Ohio
$221K
OFS
770
OneAscent Financial Services
Alabama
$221K
SP
771
Symmetry Partners
Connecticut
$221K
LCM
772
Lazari Capital Management
California
$217K
WFA
773
Websterrogers Financial Advisors
South Carolina
$216K
BC
774
Barrett & Company
Rhode Island
$216K
CWM
775
C2C Wealth Management
Arizona
$216K