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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
MWM
176
Moran Wealth Management
Florida
$3.01M
HIP
177
HUB Investment Partners
Texas
$3.01M
WFA
178
WJ Financial Advisors
Connecticut
$3M
HI
179
Harbour Investments
Wisconsin
$2.95M
PTP
180
Platform Technology Partners
New York
$2.92M
CBT
181
Crews Bank & Trust
Florida
$2.92M
SIAP
182
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.92M
Schroder Investment Management Group
183
Schroder Investment Management Group
United Kingdom
$2.91M
CW
184
CreativeOne Wealth
Kansas
$2.89M
RBFC
185
Roman Butler Fullerton & Co
Missouri
$2.85M
CNC
186
Canandaigua National Corp
New York
$2.84M
PRTG
187
Post Resch Tallon Group
New York
$2.84M
VIA
188
Victrix Investment Advisors
Florida
$2.83M
CAM
189
Congress Asset Management
Massachusetts
$2.82M
AF
190
Allworth Financial
California
$2.79M
SC
191
Sierra Capital
Florida
$2.78M
TCM
192
Tran Capital Management
California
$2.76M
CAM
193
Cresset Asset Management
Illinois
$2.73M
SG
194
Sharper & Granite
California
$2.71M
TH
195
TCTC Holdings
Texas
$2.69M
MOS
196
MGO One Seven
Ohio
$2.68M
NB
197
NBT Bank
New York
$2.67M
RCM
198
RMR Capital Management
California
$2.66M
WCM
199
Winthrop Capital Management
Indiana
$2.65M
MA
200
Mutual Advisors
Nebraska
$2.64M