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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
SFP
1026
Sandbox Financial Partners
Maryland
KWS
1027
Keystone Wealth Services
California
MCA
1028
Millennium Capital Advisors
Arkansas
CC
1029
Clearwave Capital
California
CPSC
1030
Carl P. Sherr & Co
Massachusetts
NEAM
1031
New England Asset Management
Connecticut
AWA
1032
American Wealth Advisors
Georgia
Kayne Anderson Rudnick Investment Management
1033
Kayne Anderson Rudnick Investment Management
California
VNIM
1034
Vaughan Nelson Investment Management
Texas
LC
1035
Luminist Capital
Michigan
SHF
1036
Safe Harbor Fiduciary
Florida
CFS
1037
Compass Financial Services
Iowa
EB
1038
Eastern Bank
Massachusetts
OC
1039
Optima Capital
Oregon
PMFA
1040
Plante Moran Financial Advisors
Michigan
GWM
1041
Grand Wealth Management
Michigan
VWWMG
1042
Vermillion & White Wealth Management Group
Pennsylvania
FPB
1043
First PREMIER Bank
South Dakota
KCM
1044
Key Capital Management
Tennessee
SA
1045
Strategic Advocates
Utah
IIM
1046
IFC & Insurance Marketing
California
OC
1047
Oakworth Capital
Alabama
CWP
1048
Concord Wealth Partners
Virginia
1M
1049
1248 Management
Missouri
W
1050
WealthCollab
Washington