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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
CFC
1001
Coyle Financial Counsel
Illinois
FMC
1002
First Merchants Corp
Indiana
Betterment LLC
1003
Betterment LLC
New York
CPA
1004
Capital Performance Advisors
California
ONST
1005
Old North State Trust
North Carolina
PWM
1006
Pines Wealth Management
North Carolina
KWM
1007
KFG Wealth Management
Indiana
SWM
1008
Steinberganna Wealth Management
New York
IAG
1009
Investmark Advisory Group
Connecticut
BCM
1010
Brasada Capital Management
Texas
Fisher Asset Management
1011
Fisher Asset Management
Washington
SEIA
1012
Signature Estate & Investment Advisors
California
NIWA
1013
New Insight Wealth Advisors
California
GA
1014
GFS Advisors
Texas
LA
1015
Latitude Advisors
Florida
HW
1016
Hancock Whitney
Mississippi
CCAL
1017
City Center Advisors LLC
Michigan
JAG
1018
Journey Advisory Group
Kentucky
FWM
1019
Finer Wealth Management
Massachusetts
PF
1020
Prota Financial
Texas
TCA
1021
Transcend Capital Advisors
New Jersey
AA
1022
Armis Advisers
Georgia
LA
1023
Lifeworks Advisors
Michigan
TAM
1024
Tocqueville Asset Management
New York
B
1025
Bensler
Washington