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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
BTD
826
BankPlus Trust Department
Mississippi
$91K
AFG
827
Albion Financial Group
Utah
$89.4K
CS
828
Clear Street
New York
$87.9K
VWM
829
Vermillion Wealth Management
Minnesota
$87.3K
PWPS
830
Pinnacle Wealth Planning Services
Ohio
$79.3K
CNBT
831
Cornerstone National Bank & Trust
Illinois
$79K
WB
832
Webster Bank
Connecticut
$78.9K
ECA
833
Elevated Capital Advisors
Utah
$78.3K
PP
834
Pacifica Partners
Canada
$76.5K
CPG
835
Cornerstone Planning Group
New Jersey
$76.4K
CFD
836
Creative Financial Designs
Indiana
$74.9K
WIM
837
Westside Investment Management
California
$74.5K
LWM
838
Lodestone Wealth Management
Washington
$72K
RMC
839
Resources Management Corp
Connecticut
$72K
CI
840
CX Institutional
Indiana
$69K
WOSD
841
WFA of San Diego
California
$68.8K
RPC
842
Rossmore Private Capital
Connecticut
$68.2K
TFGT
843
TS Financial Group (TSFG)
Illinois
$64K
PCA
844
Providence Capital Advisors
North Carolina
$62.4K
FC
845
Fairscale Capital
New Hampshire
$61.5K
LFG
846
Larson Financial Group
Missouri
$61K
VWM
847
Valley Wealth Managers
New Jersey
$61K
B
848
Bayban
Minnesota
$60.6K
GSEP
849
Golden State Equity Partners
California
$59.1K
PK
850
Pflug Koory
Nebraska
$58.6K