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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
WB
826
Webster Bank
Connecticut
$78.9K
ECA
827
Elevated Capital Advisors
Utah
$78.3K
PP
828
Pacifica Partners
Canada
$76.5K
CPG
829
Cornerstone Planning Group
New Jersey
$76.4K
CFD
830
Creative Financial Designs
Indiana
$74.9K
WIM
831
Westside Investment Management
California
$74.5K
LWM
832
Lodestone Wealth Management
Washington
$72K
RMC
833
Resources Management Corp
Connecticut
$72K
CI
834
CX Institutional
Indiana
$69K
WOSD
835
WFA of San Diego
California
$68.8K
RPC
836
Rossmore Private Capital
Connecticut
$68.2K
TFGT
837
TS Financial Group (TSFG)
Illinois
$64K
PCA
838
Providence Capital Advisors
North Carolina
$62.4K
FC
839
Fairscale Capital
New Hampshire
$61.5K
LFG
840
Larson Financial Group
Missouri
$61K
VWM
841
Valley Wealth Managers
New Jersey
$61K
B
842
Bayban
Minnesota
$60.6K
GSEP
843
Golden State Equity Partners
California
$59.1K
PK
844
Pflug Koory
Nebraska
$58.6K
LC
845
Lavaca Capital
Texas
$57.7K
TWM
846
Topsail Wealth Management
North Carolina
$56.9K
RF
847
RetireMitten Financial
Michigan
$51.2K
PGAM
848
Princeton Global Asset Management
New Jersey
$48.8K
SWM
849
SHP Wealth Management
Massachusetts
$47.6K
RF
850
Rossby Financial
Florida
$46.7K