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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
RPG
101
Risk Paradigm Group
Texas
$6.16M
Goldman Sachs
102
Goldman Sachs
New York
$6.07M
AssetMark Inc
103
AssetMark Inc
California
$6.01M
BFC
104
Blue Fin Capital
Rhode Island
$5.95M
FFS
105
Fortress Financial Solutions
Arizona
$5.85M
ZIM
106
Zacks Investment Management
Illinois
$5.84M
BPA
107
Beacon Pointe Advisors
California
$5.84M
IFG
108
Independent Financial Group
California
$5.81M
KTC
109
Kentucky Trust Company
Kentucky
$5.77M
PWM
110
Paulson Wealth Management
Illinois
$5.76M
KAM
111
Knightsbridge Asset Management
California
$5.74M
TWM
112
Tanager Wealth Management
United Kingdom
$5.66M
AllianceBernstein
113
AllianceBernstein
Tennessee
$5.65M
ALC
114
Alexander Labrunerie & Co
Missouri
$5.63M
BHWA
115
Beacon Harbor Wealth Advisors
Virginia
$5.61M
AGA
116
Arch Global Advisors
New York
$5.48M
IWC
117
Integrated Wealth Concepts
Massachusetts
$5.43M
QIM
118
Quest Investment Management
Oregon
$5.37M
IRC
119
Investors Research Corp
Georgia
$5.29M
BCM
120
Brookstone Capital Management
Illinois
$5.29M
Creative Planning
121
Creative Planning
Kansas
$5.23M
EWA
122
Exencial Wealth Advisors
Oklahoma
$5.17M
BAM
123
BOS Asset Management
Illinois
$5.06M
CF
124
Centaurus Financial
California
$4.97M
OC
125
Oppenheimer & Co
New York
$4.61M