We are live on ! Find out more
PFF icon

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
LFAS
201
Level Four Advisory Services
Texas
$2.64M
KFP
202
KMG Fiduciary Partners
Ohio
$2.63M
DAS
203
Dynamic Advisor Solutions
Arizona
$2.62M
AEPWM
204
Atlantic Edge Private Wealth Management
Florida
$2.58M
VAS
205
Vestmark Advisory Solutions
Massachusetts
$2.57M
MLM
206
Mount Lucas Management
Pennsylvania
$2.56M
CC
207
Courier Capital
New York
$2.53M
CCC
208
Chesapeake Capital Corp
Florida
$2.49M
TI
209
Tidal Investments
Wisconsin
$2.49M
OIA
210
OneDigital Investment Advisors
Kansas
$2.48M
AI
211
Atria Investments
North Carolina
$2.48M
PBK
212
Peoples Bank (Kansas)
Kansas
$2.46M
LCWP
213
Legacy Capital Wealth Partners
Arkansas
$2.45M
GW
214
Graetz Wealth
Michigan
$2.44M
IWC
215
Infinity Wealth Counsel
Ohio
$2.41M
DWM
216
Destination Wealth Management
California
$2.41M
DIP
217
DT Investment Partners
Pennsylvania
$2.38M
DBIA
218
Dumont & Blake Investment Advisors
New Jersey
$2.35M
PCM
219
Palouse Capital Management
Washington
$2.35M
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$2.34M
ATPW
221
Ashton Thomas Private Wealth
Arizona
$2.34M
OCA
222
OpenArc Corporate Advisory
Georgia
$2.31M
NFG
223
Nations Financial Group
Iowa
$2.31M
BP
224
Ballentine Partners
Massachusetts
$2.26M
AAG
225
Armstrong Advisory Group
Massachusetts
$2.23M