PFF icon

iShares Preferred and Income Securities ETF

957 hedge funds and large institutions have $5.04B invested in iShares Preferred and Income Securities ETF in 2026 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 369 increasing their positions, 353 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 → $5.04B (-$469M)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

18% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 92

Holders
957
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
CB
151
Community Bank
New York
$3.45M
DLCIG
152
D.L. Carlson Investment Group
New Hampshire
$3.44M
WAS
153
Wealth Advisory Solutions
Indiana
$3.42M
SF
154
Summit Financial
New Jersey
$3.39M
RA
155
RFG Advisory
Alabama
$3.39M
SDAM
156
Shulman DeMeo Asset Management
New York
$3.37M
AWA
157
Arkadios Wealth Advisors
Georgia
$3.36M
IFPG
158
Intrepid Financial Planning Group
Indiana
$3.36M
HFRG
159
Houlihan Financial Resource Group
Virginia
$3.32M
CIA
160
Concurrent Investment Advisors
Florida
$3.25M
SAM
161
SP Asset Management
California
$3.25M
ONB
162
Old National Bancorp
Indiana
$3.25M
PA
163
Parallel Advisors
California
$3.22M
IAS
164
Insigneo Advisory Services
Florida
$3.21M
AFA
165
Amicus Financial Advisors
Texas
$3.19M
MF
166
Montis Financial
Massachusetts
$3.17M
MYIA
167
Mount Yale Investment Advisors
Colorado
$3.16M
PCP
168
Proficio Capital Partners
Massachusetts
$3.14M
WPW
169
Winthrop Partners - WNY
New York
$3.11M
AGA
170
Arkos Global Advisors
Texas
$3.1M
AWM
171
Aprio Wealth Management
Georgia
$3.08M
AWA
172
Aletheian Wealth Advisors
Washington
$3.04M
CSP
173
Cary Street Partners
Virginia
$3.04M
MWM
174
Moran Wealth Management
Florida
$3.01M
HIP
175
HUB Investment Partners
Texas
$3.01M