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iShares Preferred and Income Securities ETF

955 hedge funds and large institutions have $5.02B invested in iShares Preferred and Income Securities ETF in 2026 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 368 increasing their positions, 352 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:

9% less capital invested

Capital invested by funds: $5.51B → $5.02B (-$490M)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

18% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 92

Holders
955
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
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
LC
1026
Luminist Capital
Michigan
SHF
1027
Safe Harbor Fiduciary
Florida
CFS
1028
Compass Financial Services
Iowa
EB
1029
Eastern Bank
Massachusetts
OC
1030
Optima Capital
Oregon
PMFA
1031
Plante Moran Financial Advisors
Michigan
GWM
1032
Grand Wealth Management
Michigan
VWWMG
1033
Vermillion & White Wealth Management Group
Pennsylvania
FPB
1034
First PREMIER Bank
South Dakota
KCM
1035
Key Capital Management
Tennessee
SA
1036
Strategic Advocates
Utah
IIM
1037
IFC & Insurance Marketing
California
OC
1038
Oakworth Capital
Alabama
CWP
1039
Concord Wealth Partners
Virginia
1M
1040
1248 Management
Missouri
W
1041
WealthCollab
Washington
CW
1042
Curio Wealth
Maryland
FFL
1043
Financial Freedom LLC
Ohio
BONH
1044
Bank of New Hampshire
New Hampshire
SC
1045
Solstein Capital
California
EPL
1046
Essential Partners LLC
California
AIM
1047
Arcadia Investment Management
Michigan
OA
1048
Operose Advisors
Wisconsin
QA
1049
Quattro Advisors
Pennsylvania
MCFP
1050
Mallini Complete Financial Planning
Florida