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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
NEAM
1026
New England Asset Management
Connecticut
AWA
1027
American Wealth Advisors
Georgia
Kayne Anderson Rudnick Investment Management
1028
Kayne Anderson Rudnick Investment Management
California
VNIM
1029
Vaughan Nelson Investment Management
Texas
LC
1030
Luminist Capital
Michigan
SHF
1031
Safe Harbor Fiduciary
Florida
CFS
1032
Compass Financial Services
Iowa
EB
1033
Eastern Bank
Massachusetts
OC
1034
Optima Capital
Oregon
PMFA
1035
Plante Moran Financial Advisors
Michigan
GWM
1036
Grand Wealth Management
Michigan
VWWMG
1037
Vermillion & White Wealth Management Group
Pennsylvania
FPB
1038
First PREMIER Bank
South Dakota
KCM
1039
Key Capital Management
Tennessee
SA
1040
Strategic Advocates
Utah
IIM
1041
IFC & Insurance Marketing
California
OC
1042
Oakworth Capital
Alabama
CWP
1043
Concord Wealth Partners
Virginia
1M
1044
1248 Management
Missouri
W
1045
WealthCollab
Washington
CW
1046
Curio Wealth
Maryland
FFL
1047
Financial Freedom LLC
Ohio
BONH
1048
Bank of New Hampshire
New Hampshire
SC
1049
Solstein Capital
California
EP
1050
Essential Partners
California