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iShares Preferred and Income Securities ETF

957 hedge funds and large institutions have $5.04B invested in iShares Preferred and Income Securities ETF in 2026 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 369 increasing their positions, 353 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 → $5.04B (-$469M)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

18% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 92

Holders
957
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
KFI
801
Key Financial Inc
Pennsylvania
$174K
JFGIW
802
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$168K
CT
803
Colonial Trust
South Carolina
$168K
MCI
804
MRP Capital Investments
Georgia
$144K
BLC
805
Brown, Lisle/Cummings
Rhode Island
$142K
HPWM
806
High Point Wealth Management
New Jersey
$142K
MA
807
MCF Advisors
Kentucky
$141K
NL
808
NVWM LLC
Pennsylvania
$135K
NEWAS
809
N.E.W. Advisory Services
Wisconsin
$130K
MWA
810
Medallion Wealth Advisors
Connecticut
$125K
FFA
811
Founders Financial Alliance
North Carolina
$122K
CTWM
812
Cherry Tree Wealth Management
Minnesota
$121K
ACA
813
Aptus Capital Advisors
Alabama
$115K
SAM
814
Smartleaf Asset Management
Massachusetts
$114K
USB
815
Union Savings Bank
Connecticut
$107K
HPIA
816
Hamilton Point Investment Advisors
North Carolina
$105K
LFASL
817
Lugano Financial Advisors SA (LFA)
Switzerland
$103K
HI
818
Horizon Investments
North Carolina
$99K
S
819
SignatureFD
Georgia
$96.3K
BTD
820
BankPlus Trust Department
Mississippi
$91K
AFG
821
Albion Financial Group
Utah
$89.4K
CS
822
Clear Street
New York
$87.9K
VWM
823
Vermillion Wealth Management
Minnesota
$87.3K
PWPS
824
Pinnacle Wealth Planning Services
Ohio
$79.3K
CNBT
825
Cornerstone National Bank & Trust
Illinois
$79K