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iShares Preferred and Income Securities ETF

959 hedge funds and large institutions have $5.05B invested in iShares Preferred and Income Securities ETF in 2026 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 370 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:

8% less capital invested

Capital invested by funds: $5.51B → $5.05B (-$463M)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

17% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 92

Holders
959
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
MWA
926
Merkkuri Wealth Advisors
New York
$4.8K
AIM
927
Anchor Investment Management
South Carolina
$4.72K
QCG
928
Quadrant Capital Group
Ohio
$4.55K
LI
929
LRI Investments
Florida
$4.55K
RFS
930
Richardson Financial Services
Massachusetts
$4.46K
MCM
931
Manchester Capital Management
Vermont
$4.37K
VCM
932
Versant Capital Management
Arizona
$3.91K
CT
933
Coastline Trust
Rhode Island
$3.79K
NFSG
934
Newbridge Financial Services Group
Florida
$3.79K
PSFG
935
Park Square Financial Group
Georgia
$3.73K
EWA
936
EverSource Wealth Advisors
Alabama
$3.47K
BHPW
937
Beverly Hills Private Wealth
California
$3.35K
BL
938
BFSG LLC
California
$3.03K
FCT
939
First Community Trust
Iowa
$2.76K
EAM
940
Eukles Asset Management
Ohio
$2.61K
BNP Paribas Financial Markets
941
BNP Paribas Financial Markets
France
$2.43K
SFC
942
SYM Financial Corp
Indiana
$2.27K
PIS
943
POM Investment Strategies
North Carolina
$1.86K
GIP
944
Granite Investment Partners
California
$1.79K
BH
945
Burk Holdings
Oklahoma
$1.76K
PS
946
PayPay Securities
Japan
$1.6K
RF
947
Roxbury Financial
New Jersey
$1.46K
KFA
948
Kelleher Financial Advisors
New York
$1.31K
PFM
949
Phillips Financial Management
Indiana
$1.24K
CCWM
950
Cassaday & Co Wealth Management
Virginia
$1.18K