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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
JEST
801
JTC Employer Solutions Trustee
Jersey
$188K
FHC
802
First Horizon Corporation
Tennessee
$187K
WP
803
WealthShield Partners
North Carolina
$187K
PSB
804
Piscataqua Savings Bank
New Hampshire
$184K
GFA
805
Godfrey Financial Associates
New York
$183K
WSCM
806
Wellington Shields Capital Management
New York
$180K
KFI
807
Key Financial Inc
Pennsylvania
$174K
JFGIW
808
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$168K
CT
809
Colonial Trust
South Carolina
$168K
MCI
810
MRP Capital Investments
Georgia
$144K
BLC
811
Brown, Lisle/Cummings
Rhode Island
$142K
HPWM
812
High Point Wealth Management
New Jersey
$142K
MA
813
MCF Advisors
Kentucky
$141K
NL
814
NVWM LLC
Pennsylvania
$135K
NEWAS
815
N.E.W. Advisory Services
Wisconsin
$130K
MWA
816
Medallion Wealth Advisors
Connecticut
$125K
FFA
817
Founders Financial Alliance
North Carolina
$122K
CTWM
818
Cherry Tree Wealth Management
Minnesota
$121K
ACA
819
Aptus Capital Advisors
Alabama
$115K
SAM
820
Smartleaf Asset Management
Massachusetts
$114K
USB
821
Union Savings Bank
Connecticut
$107K
HPIA
822
Hamilton Point Investment Advisors
North Carolina
$105K
LFASL
823
Lugano Financial Advisors SA (LFA)
Switzerland
$103K
HI
824
Horizon Investments
North Carolina
$99K
S
825
SignatureFD
Georgia
$96.3K