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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

12% more call options, than puts

Call options by funds: $8.81M | Put options by funds: $7.9M

6% more repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 354

1.03% less ownership

Funds ownership: 38.74%37.71% (-1%)

4% less funds holding

Funds holding: 1,005965 (-40)

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
-40
Holders Change %
-3.98%
% of All Funds
11.88%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.25%
New
76
Increased
374
Reduced
354
Closed
91
Calls
$8.81M
Puts
$7.9M
Net Calls
+$910K
Net Calls Change
+$2.16M
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1026
Sandbox Financial Partners
Maryland
-$209K -6,764 Closed
KWS
1027
Keystone Wealth Services
California
-$206K -6,648 Closed
MCA
1028
Millennium Capital Advisors
Arkansas
-$205K -6,632 Closed
CC
1029
Clearwave Capital
California
-$204K -6,594 Closed
CPSC
1030
Carl P. Sherr & Co
Massachusetts
-$206K -6,485 Closed
NEAM
1031
New England Asset Management
Connecticut
-$186K -6,000 Closed
AWA
1032
American Wealth Advisors
Georgia
-$161K -5,194 Closed
Kayne Anderson Rudnick Investment Management
1033
Kayne Anderson Rudnick Investment Management
California
-$143K -4,627 Closed
VNIM
1034
Vaughan Nelson Investment Management
Texas
-$84.7K -2,735 Closed
LC
1035
Luminist Capital
Michigan
-$61.1K -1,972 Closed
SHF
1036
Safe Harbor Fiduciary
Florida
-$49.6K -1,602 Closed
CFS
1037
Compass Financial Services
Iowa
-$35.9K -1,158 Closed
EB
1038
Eastern Bank
Massachusetts
-$35.6K -1,150 Closed
OC
1039
Optima Capital
Oregon
-$26.5K -855 Closed
PMFA
1040
Plante Moran Financial Advisors
Michigan
-$24.1K -780 Closed
GWM
1041
Grand Wealth Management
Michigan
-$19.8K -641 Closed
VWWMG
1042
Vermillion & White Wealth Management Group
Pennsylvania
-$17.1K -552 Closed
FPB
1043
First PREMIER Bank
South Dakota
-$16K -510 Closed
KCM
1044
Key Capital Management
Tennessee
-$15.7K -506 Closed
SA
1045
Strategic Advocates
Utah
-$12.4K -400 Closed
IIM
1046
IFC & Insurance Marketing
California
-$12K -392 Closed
OC
1047
Oakworth Capital
Alabama
-$10.1K -326 Closed
CWP
1048
Concord Wealth Partners
Virginia
-$8.23K -266 Closed
1M
1049
1248 Management
Missouri
-$8.2K -265 Closed
W
1050
WealthCollab
Washington
-$6.19K -200 Closed