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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
PFPG
76
Pinnacle Financial Partners (Georgia)
Georgia
$9.13M
ANTB
77
AMG National Trust Bank
Colorado
$9.07M
DC
78
Davenport & Co
Virginia
$8.69M
AWM
79
Angeles Wealth Management
California
$8.66M
Corient Private Wealth
80
Corient Private Wealth
Florida
$8.35M
PI
81
Parkside Investments
Illinois
$8.22M
FDS
82
Freedom Day Solutions
Texas
$8.14M
HNB
83
Huntington National Bank
Ohio
$8.13M
PFS
84
Prospera Financial Services
Texas
$8.07M
PGFC
85
Peapack-Gladstone Financial Corp
New Jersey
$7.6M
MFIM
86
Mesirow Financial Investment Management
Illinois
$7.39M
CS
87
Capital Square
Tennessee
$7.36M
RIA
88
Regal Investment Advisors
Michigan
$7.3M
PAG
89
Private Advisor Group
New Jersey
$7.17M
CC
90
Centiva Capital
New York
$7.06M
DADC
91
D.A. Davidson & Co
Montana
$7.05M
Lido Advisors
92
Lido Advisors
California
$7.03M
IWS
93
Insight Wealth Strategies
California
$6.83M
RWP
94
RWA Wealth Partners
Massachusetts
$6.64M
SWIG
95
Strategic Wealth Investment Group
Kentucky
$6.61M
CL
96
CIM LLC
New York
$6.37M
MPWT
97
MassMutual Private Wealth & Trust
Connecticut
$6.32M
CFG
98
Cornerstone Financial Group
Nebraska
$6.32M
GKWIM
99
Gerber Kawasaki Wealth & Investment Management
California
$6.16M
RFWA
100
RPg Family Wealth Advisory
Massachusetts
$6.16M