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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
BH
951
Burk Holdings
Oklahoma
$1.76K
PS
952
PayPay Securities
Japan
$1.6K
RF
953
Roxbury Financial
New Jersey
$1.46K
KFA
954
Kelleher Financial Advisors
New York
$1.31K
PFM
955
Phillips Financial Management
Indiana
$1.24K
CCWM
956
Cassaday & Co Wealth Management
Virginia
$1.18K
APW
957
Atlantic Private Wealth
North Carolina
$1.17K
IWM
958
IMG Wealth Management
Florida
$975
WA
959
WPG Advisers
Maryland
$910
GWSA
960
Global Wealth Strategies & Associates
Colorado
$728
CFM
961
Cornerstone Financial Management
Massachusetts
$637
GIA
962
GHP Investment Advisors
Colorado
$395
DFA
963
DHJJ Financial Advisors
Illinois
$364
DCM
964
Davis Capital Management
Florida
$309
DF
965
Dunhill Financial
United Kingdom
$181
Q1WB
966
Quest 10 Wealth Builders
Virginia
$61
KFG
967
Kingdom Financial Group
Arizona
$51
LAS
968
Lloyd Advisory Services
Georgia
$51
Janney Montgomery Scott
969
Janney Montgomery Scott
Pennsylvania
OPAM
970
Ocean Park Asset Management
California
HCM
971
Hilton Capital Management
New York
SG Americas Securities
972
SG Americas Securities
New York
PAS
973
Park Avenue Securities
New York
IFA
974
Independence Financial Advisors
New Hampshire
FFG
975
Frisch Financial Group
New York