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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
FAP
126
Financial Advisory Partners
Florida
$4.53M
FF
127
Farrow Financial
Vermont
$4.5M
AC
128
Apella Capital
Connecticut
$4.46M
KPWS
129
Kestra Private Wealth Services
Texas
$4.43M
CWS
130
Cypress Wealth Services
California
$4.28M
WA
131
Waverly Advisors
Alabama
$4.26M
NB
132
Nicolet Bankshares
Wisconsin
$4.2M
CIM
133
Cambria Investment Management
California
$4.19M
BOS
134
Bank of Stockton
California
$4.19M
EH
135
Equitable Holdings
New York
$4.18M
XF
136
XML Financial
Maryland
$4.16M
WPC
137
White Pine Capital
Minnesota
$4.12M
GCM
138
Glaxis Capital Management
Florida
$4.1M
BBFA
139
Brindle & Bay Financial Advisors
Texas
$4.1M
PA
140
Perennial Advisors
New York
$4.05M
Bessemer Group
141
Bessemer Group
New Jersey
$4.02M
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$4M
JGIA
143
Jackson Grant Investment Advisers
Connecticut
$3.96M
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$3.88M
SWM
145
Sagace Wealth Management
Florida
$3.86M
WS
146
Wedbush Securities
California
$3.73M
DIA
147
Davidson Investment Advisors
Montana
$3.69M
CFMC
148
Curbstone Financial Management Corp
New Hampshire
$3.63M
CBU
149
CIBC Bancorp USA
Illinois
$3.63M
IPW
150
Invictus Private Wealth
Colorado
$3.59M