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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
BWL
876
Bogart Wealth LLC
Virginia
$29.7K
SL
877
Salomon & Ludwin
Virginia
$29.5K
ME
878
McIlrath & Eck
Washington
$29.4K
CSC
879
Caldwell Sutter Capital
California
$28.5K
CC
880
Corsicana & Co
Texas
$28.3K
FRA
881
Front Row Advisors
California
$27.9K
GGI
882
Godsey & Gibb Inc
Virginia
$26.5K
OWA
883
Opal Wealth Advisors
New York
$26.1K
UBS AM
884
UBS AM
Illinois
$25.2K
CFO
885
CVA Family Office
Colorado
$25.1K
KG
886
Kilter Group
New York
$24.6K
PRAG
887
Portfolio Resources Advisor Group
Florida
$23.3K
GSWM
888
Golden State Wealth Management
California
$23.3K
BHWM
889
Beaird Harris Wealth Management
Texas
$22.6K
1IA
890
1620 Investment Advisors
Massachusetts
$21.2K
RRA
891
Red Reef Advisors
Florida
$20.8K
EWP
892
Elevation Wealth Partners
California
$20.3K
PR
893
Payden & Rygel
California
$20K
GCP
894
Gill Capital Partners
Colorado
$19K
CTA
895
Colonial Trust Advisors
South Carolina
$18.9K
GCM
896
Gables Capital Management
Florida
$18.5K
JWA
897
JFS Wealth Advisors
Pennsylvania
$18.2K
NECFA
898
New England Capital Financial Advisors
Connecticut
$18.2K
HPC
899
HM Payson & Co
Maine
$18.2K
CBT
900
CoreFirst Bank & Trust
Kansas
$18.2K