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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
LC
851
Lavaca Capital
Texas
$57.7K
TWM
852
Topsail Wealth Management
North Carolina
$56.9K
RF
853
RetireMitten Financial
Michigan
$51.2K
PGAM
854
Princeton Global Asset Management
New Jersey
$48.8K
SWM
855
SHP Wealth Management
Massachusetts
$47.6K
RF
856
Rossby Financial
Florida
$46.7K
BOJHT
857
Bank of Jackson Hole Trust
Wyoming
$45.8K
FMII
858
Farmers & Merchants Investments Inc
Nebraska
$45.5K
PWA
859
Physician Wealth Advisors
Utah
$43.7K
AW
860
Ankerstar Wealth
Texas
$43.3K
SWA
861
SOA Wealth Advisors
New York
$43.1K
JFG
862
JDM Financial Group
Texas
$42.6K
HWA
863
Heritage Wealth Advisors
Virginia
$41.3K
DWM
864
Darwin Wealth Management
Florida
$41.1K
AW
865
Avion Wealth
Texas
$41K
HR
866
Howe & Rusling
New York
$40.8K
HKAM
867
Horizon Kinetics Asset Management
New York
$40.2K
TC
868
Trust Company
Kansas
$40.1K
SIM
869
Synergy Investment Management
Florida
$38.7K
ICM
870
Islay Capital Management
Texas
$34.9K
BCPWM
871
Bradley & Co Private Wealth Management
Florida
$34.7K
FC
872
Financial Consulate
Maryland
$34.6K
HBW
873
Hazlett, Burt & Watson
West Virginia
$33K
BBHC
874
Brown Brothers Harriman & Co
New York
$31.8K
MFT
875
Moisand Fitzgerald Tamayo
Florida
$31.7K