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iShares Preferred and Income Securities ETF (PFF) Institutional Ownership

iShares Preferred and Income Securities ETF logo
$31.16 +0.04 (+0.11%)
As of 10:22 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Preferred and Income Securities ETF (NASDAQ:PFF)

Current
Institutional Ownership
Percentage
4.70%
Number of
Institutional Buyers
(last 12 months)
149
Total
Institutional Inflows
(last 12 months)
$372.30M
Number of
Institutional Sellers
(last 12 months)
113
Total
Institutional Outflows
(last 12 months)
$107.93M
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PFF Institutional Buying and Selling by Quarter

iShares Preferred and Income Securities ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/21/2025Ameriflex Group Inc.5,824$179K0.1%-56.5%0.001%
7/21/2025Crews Bank & Trust98,665$3.03M0.5%+1.6%0.022%
7/18/2025 SOA Wealth Advisors LLC.41,980$1.29M0.1%-4.2%0.009%
7/18/2025 Vigilare Wealth Management11,152$342K0.1%-38.4%0.002%
7/18/2025 Bartlett & CO. Wealth Management LLC17,842$547K0.0%-3.5%0.004%
7/18/2025 Parkside Investments LLC495,428$15.20M2.1%+10.5%0.109%
7/17/2025 Greenleaf Trust1,115,156$34.21M0.3%-2.0%0.244%
7/17/2025 HCR Wealth Advisors40,666$1.25M0.1%-5.0%0.009%
7/17/2025 Janney Capital Management LLC53,881$1.65M0.1%-0.6%0.012%
7/17/2025 Janney Montgomery Scott LLC1,478,568$45.36M0.1%-4.8%0.324%
7/17/2025 Fifth Third Securities Inc.8,420$258K0.0%-92.0%0.002%
7/17/2025 Independence Bank of Kentucky29,922$918K0.1%-13.1%0.007%
7/17/2025 City Holding Co.46,847$1.44M0.2%-1.7%0.010%
7/16/2025 ST Germain D J Co. Inc.69,909$2.15M0.1%-1.3%0.015%
7/16/2025 Congress Asset Management Co.93,529$2.87M0.0%-8.3%0.020%
7/15/2025 North Star Investment Management Corp.24,141$741K0.1%-13.1%0.005%
7/15/2025 Kentucky Trust Co186,296$5.72M3.3%+3.4%0.041%
7/15/2025 Financial Management Professionals Inc.9,919$304K0.0%-6.1%0.002%
7/15/2025 Fortitude Family Office LLC11,629$357K0.1%-11.4%0.003%
7/15/2025 Bank of Stockton155,828$4.78M1.4%+1.9%0.034%
7/15/2025 GSB Wealth Management LLC93,918$2.88M0.7%-8.7%0.021%
7/14/2025 GAMMA Investing LLC50,189$1.54M0.1%-73.9%0.011%
7/14/2025 Farmers & Merchants Investments Inc.1,500$46K0.0%-92.3%0.000%
7/11/2025 Farther Finance Advisors LLC14,914$458K0.0%-29.5%0.003%
7/10/2025 Stolper Co16,606$509K0.2%+7.1%0.004%
7/10/2025 Peoples Bank KS130,024$3.99M2.7%+0.3%0.029%
7/9/2025 Lbmc Investment Advisors LLC16,087$494K0.0%-29.8%0.004%
7/9/2025 MassMutual Private Wealth & Trust FSB197,055$6.05M0.2%+2.7%0.044%
7/8/2025 Canandaigua National Trust Co of Florida23,649$726K0.5%-62.2%0.005%
7/8/2025 Allen Mooney & Barnes Investment Advisors LLC15,552$477K0.1%+8.9%0.003%
7/8/2025 Canandaigua National Bank & Trust Co.64,408$1.98M0.2%-51.4%0.014%
7/8/2025 Parallel Advisors LLC117,243$3.60M0.1%-1.4%0.026%
7/7/2025 Somerset Trust Co48,166$1.48M0.5%-5.0%0.011%
7/7/2025 Wilson & Boucher Capital Management LLC8,700$267K0.2%-19.4%0.002%
5/16/2025 Wilson & Boucher Capital Management LLC10,800$332K0.2%+8.0%0.002%
5/16/2025Jones Financial Companies Lllp2,414$74K0.0%-99.0%0.001%
5/16/2025NewEdge Advisors LLC280,494$8.62M0.1%-19.6%0.062%
5/16/2025Integrated Wealth Concepts LLC56,866$1.75M0.0%-8.0%0.013%
5/15/2025Titleist Asset Management LLC10,076$310K0.0%+4.1%0.002%
5/15/2025Baird Financial Group Inc.936,572$28.78M0.1%+9.1%0.206%
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5/15/2025OLD Mission Capital LLC33,815$1.04M0.0%-59.1%0.007%
5/14/2025Luminist Capital LLC822$25K0.0%-31.2%0.000%
5/14/2025RPg Family Wealth Advisory LLC174,541$5.36M1.5%+1.7%0.038%
5/14/2025Ameriprise Financial Inc.1,796,042$55.36M0.0%-20.6%0.395%
5/14/2025Dorsey & Whitney Trust CO LLC8,000$246K0.0%-4.1%0.002%
5/13/2025Azimuth Capital Investment Management LLC7,750$238K0.0%-22.9%0.002%
5/12/2025Operose Advisors LLC9,945$306K0.1%-3.7%0.002%
5/12/2025Staley Capital Advisers Inc.18,500$569K0.0%-9.8%0.004%
5/12/2025SouthState Corp93,803$2.88M0.1%+5.8%0.021%
5/12/2025Pandora Wealth Inc.2,500$77K0.1%N/A0.001%
5/12/2025Zions Bancorporation National Association UT5,500$169K0.0%N/A0.001%
5/9/2025Cary Street Partners Financial LLC106,149$3.26M0.1%-4.5%0.023%
5/9/2025Kickstand Ventures LLC.11,843$364K0.1%-92.0%0.003%
5/8/2025King Wealth Management Group34,353$1.06M0.2%-2.9%0.008%
5/8/2025Wellington Shields & Co. LLC6,140$189K0.1%+9.8%0.001%
5/8/2025Arkadios Wealth Advisors73,802$2.27M0.1%-5.0%0.016%
5/7/2025Pinnacle Wealth Management Advisory Group LLC45,000$1.38M0.1%+385.9%0.010%
5/7/2025 Sterling Investment Advisors Ltd.97,150$2.99M0.7%+6.0%0.021%
5/7/2025Valley Wealth Managers Inc.3,330$102K0.0%-85.0%0.001%
5/7/2025 AM Investment Strategies LLC13,542$416K0.1%-49.8%0.003%
5/6/2025IMA Advisory Services Inc.806$25K0.0%-99.2%0.000%
5/6/2025Boyd Watterson Asset Management LLC OH24,961$767K0.2%+10.2%0.005%
5/6/2025Mount Lucas Management LP37,173$1.14M0.4%-56.1%0.008%
5/5/2025Crestwood Advisors Group LLC33,088$1.02M0.0%+1.7%0.007%
5/2/2025Fortis Group Advisors LLC12,960$398K0.1%-82.9%0.003%
5/2/2025 Graypoint LLC199,096$6.12M0.4%+6.9%0.044%
5/2/2025Segall Bryant & Hamill LLC13,083$402K0.0%+12.4%0.003%
5/2/2025Whittier Trust Co. of Nevada Inc.25,904$796K0.0%+27.9%0.006%
5/2/2025Whittier Trust Co.31,775$976K0.0%-1.5%0.007%
5/2/2025SBI Securities Co. Ltd.381,441$11.72M0.4%+3.6%0.083%
5/1/2025 Fifth Third Securities Inc.105,095$3.23M0.3%-1.6%0.023%
4/30/2025 Greenleaf Trust1,137,401$34.95M0.3%+4.8%0.249%
4/30/2025Sierra Capital LLC40,412$1.24M0.1%-9.9%0.009%
4/30/2025Synergy Investment Management LLC1,198$37K0.0%-26.3%0.000%
4/29/2025Burke & Herbert Bank & Trust Co.110,662$3.40M0.8%-1.1%0.024%
4/29/2025Bank of New York Mellon Corp16,308$501K0.0%-29.4%0.004%
4/28/2025Rosenberg Matthew Hamilton31,833$978K0.2%+3.3%0.007%
4/28/2025First Horizon Advisors Inc.9,851$303K0.0%-8.5%0.002%
4/28/2025Private Trust Co. NA39,545$1.22M0.1%-1.9%0.009%
4/28/2025Redmont Wealth Advisors LLC129,120$3.97M7.7%-0.3%0.028%
4/28/2025Rossby Financial LCC1,537$46K0.0%N/A0.000%
4/25/2025Westside Investment Management Inc.3,253$100K0.0%+32.3%0.001%
4/25/2025 Canandaigua National Bank & Trust Co.132,413$4.07M0.4%-6.3%0.029%
4/25/2025 Canandaigua National Trust Co of Florida62,570$1.92M1.7%-6.2%0.014%
4/25/2025Verity Asset Management Inc.45,740$1.41M0.6%+100.9%0.010%
4/25/2025Citizens National Bank Trust Department1,000$31K0.0%N/A0.000%
4/24/2025Sunbelt Securities Inc.28,253$868K0.1%-35.9%0.006%
4/24/2025Crescent Grove Advisors LLC46,539$1.43M0.1%+3.8%0.010%
4/24/2025Jaffetilchin Investment Partners LLC697,399$21.43M1.6%-5.5%0.152%
4/24/2025First Merchants Corp8,093$249K0.0%-30.5%0.002%
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4/24/2025 Bank of Stockton152,953$4.70M1.5%+1.5%0.033%
4/23/2025Western Wealth Management LLC21,028$646K0.0%-19.1%0.005%
4/23/2025Creative Financial Designs Inc. ADV18,649$573K0.0%+41.4%0.004%
4/23/2025SOL Capital Management CO86,660$2.66M0.3%-9.9%0.019%
4/23/2025Golden State Wealth Management LLC1,690$52K0.0%+98.8%0.000%
4/23/2025Bessemer Group Inc.69,664$2.14M0.0%+1.9%0.015%
4/22/2025Crews Bank & Trust97,085$2.98M0.5%-6.3%0.021%
4/22/2025Carret Asset Management LLC20,819$640K0.1%+5.6%0.005%
4/21/2025L.M. Kohn & Company10,287$316K0.1%-11.8%0.002%
4/21/2025 Kentucky Trust Co180,161$5.54M3.3%+3.4%0.039%
(Data available from 1/1/2016 forward)

PFF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFF shares?

During the previous two years, 266 institutional investors and hedge funds held shares of iShares Preferred and Income Securities ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($65.13M), Ameriprise Financial Inc. ($55.36M), First Interstate Bank ($54.87M), Hilton Capital Management LLC ($48.01M), Janney Montgomery Scott LLC ($45.36M), Greenleaf Trust ($34.21M), and SG Americas Securities LLC ($28.84M).Learn more on iShares Preferred and Income Securities ETF's institutional investors.

What percentage of iShares Preferred and Income Securities ETF's stock is owned by institutional investors?

4.70% of iShares Preferred and Income Securities ETF's stock is owned by institutional investors. Learn more on PFF's institutional investor holdings.

Which institutional investors have been buying iShares Preferred and Income Securities ETF's stock?

Of the 208 institutional investors that purchased iShares Preferred and Income Securities ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cohen & Steers Inc. ($6.03M), GAMMA Investing LLC ($5.95M), JPMorgan Chase & Co. ($1.11M), Greenleaf Trust ($1.11M), SG Americas Securities LLC ($924.70K), Janney Montgomery Scott LLC ($714.48K), and SVB Wealth LLC ($636.28K).

How much institutional buying is happening at iShares Preferred and Income Securities ETF?

Institutional investors have bought a total of 11,896,661 shares in the last 24 months. This purchase volume represents approximately $372.30M in transactions.

Which of iShares Preferred and Income Securities ETF's major shareholders have been selling company stock?

Of the 113 institutional investors that sold iShares Preferred and Income Securities ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ameriprise Financial Inc. ($619.63K), Strategic Wealth Investment Group LLC ($357.85K), Jones Financial Companies Lllp ($229.09K), Fortis Group Advisors LLC ($177.72K), GAMMA Investing LLC ($141.84K), Kickstand Ventures LLC. ($135.89K), and Marshall Wace LLP ($113.20K).

How much institutional selling is happening at iShares Preferred and Income Securities ETF?

Institutional investors have sold a total of 3,470,543 shares in the last 24 months. This volume of shares sold represents approximately $107.93M in transactions.



This page (NASDAQ:PFF) was last updated on 7/22/2025 by MarketBeat.com Staff
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