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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
AssetMark Inc
101
AssetMark Inc
California
$6.01M
FFS
102
Fortress Financial Solutions
Arizona
$5.85M
ZIM
103
Zacks Investment Management
Illinois
$5.84M
BPA
104
Beacon Pointe Advisors
California
$5.84M
IFG
105
Independent Financial Group
California
$5.81M
KTC
106
Kentucky Trust Company
Kentucky
$5.77M
PWM
107
Paulson Wealth Management
Illinois
$5.76M
KAM
108
Knightsbridge Asset Management
California
$5.74M
TWM
109
Tanager Wealth Management
United Kingdom
$5.66M
AllianceBernstein
110
AllianceBernstein
Tennessee
$5.65M
ALC
111
Alexander Labrunerie & Co
Missouri
$5.63M
BHWA
112
Beacon Harbor Wealth Advisors
Virginia
$5.61M
AGA
113
Arch Global Advisors
New York
$5.48M
IWC
114
Integrated Wealth Concepts
Massachusetts
$5.43M
QIM
115
Quest Investment Management
Oregon
$5.37M
IRC
116
Investors Research Corp
Georgia
$5.29M
BCM
117
Brookstone Capital Management
Illinois
$5.29M
Creative Planning
118
Creative Planning
Kansas
$5.23M
EWA
119
Exencial Wealth Advisors
Oklahoma
$5.17M
BAM
120
BOS Asset Management
Illinois
$5.06M
CF
121
Centaurus Financial
California
$4.97M
OC
122
Oppenheimer & Co
New York
$4.61M
FAP
123
Financial Advisory Partners
Florida
$4.53M
FF
124
Farrow Financial
Vermont
$4.5M
AC
125
Apella Capital
Connecticut
$4.46M