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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
DAS
201
Dynamic Advisor Solutions
Arizona
$2.62M
AEPWM
202
Atlantic Edge Private Wealth Management
Florida
$2.58M
VAS
203
Vestmark Advisory Solutions
Massachusetts
$2.57M
MLM
204
Mount Lucas Management
Pennsylvania
$2.56M
CC
205
Courier Capital
New York
$2.53M
CCC
206
Chesapeake Capital Corp
Florida
$2.49M
TI
207
Tidal Investments
Wisconsin
$2.49M
OIA
208
OneDigital Investment Advisors
Kansas
$2.48M
AI
209
Atria Investments
North Carolina
$2.48M
PBK
210
Peoples Bank (Kansas)
Kansas
$2.46M
LCWP
211
Legacy Capital Wealth Partners
Arkansas
$2.45M
GW
212
Graetz Wealth
Michigan
$2.44M
IWC
213
Infinity Wealth Counsel
Ohio
$2.41M
DWM
214
Destination Wealth Management
California
$2.41M
DIP
215
DT Investment Partners
Pennsylvania
$2.38M
DBIA
216
Dumont & Blake Investment Advisors
New Jersey
$2.35M
PCM
217
Palouse Capital Management
Washington
$2.35M
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$2.34M
ATPW
219
Ashton Thomas Private Wealth
Arizona
$2.34M
OCA
220
OpenArc Corporate Advisory
Georgia
$2.31M
NFG
221
Nations Financial Group
Iowa
$2.31M
BP
222
Ballentine Partners
Massachusetts
$2.26M
AAG
223
Armstrong Advisory Group
Massachusetts
$2.23M
MIA
224
MMBG Investment Advisors
Florida
$2.22M
BHBT
225
Burke & Herbert Bank & Trust
Virginia
$2.21M