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iShares Preferred and Income Securities ETF (PFF) Institutional Ownership

iShares Preferred and Income Securities ETF logo
$30.47 -0.02 (-0.07%)
As of 04:00 PM Eastern

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)
130
Total
Institutional Inflows
(last 12 months)
$123.24M
Number of
Institutional Sellers
(last 12 months)
116
Total
Institutional Outflows
(last 12 months)
$83.14M
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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
7/1/2026Roxbury Financial LLC1,408$43K0.0%+2,833.3%0.000%
6/3/2026Parallel Advisors LLC106,163$3.22M0.1%-3.2%0.024%
5/26/2026Glenmede Trust Co. NA19,172$581K0.0%+22.0%0.004%
5/22/2026Segall Bryant & Hamill LLC14,826$450K0.0%+22.5%0.003%
5/19/2026Arkadios Wealth Advisors110,844$3.36M0.1%+28.1%0.025%
5/18/2026Sunbelt Securities Inc.26,018$789K0.0%-5.3%0.006%
5/15/2026Boreal Capital Management LLC13,769$417K0.4%-5.7%0.003%
5/14/2026Hilltop Holdings Inc.14,691$445K0.0%-2.2%0.003%
5/14/2026FCA Corp TX22,906$695K0.2%+9.1%0.005%
5/14/2026Keynote Financial Services LLC52,468$1.59M0.8%+15.0%0.012%
5/13/2026Dynamic Wealth Strategies LLC15,700$476K0.3%+2.2%0.004%
5/8/2026Mathes Company Inc.53,850$1.63M0.6%+7.0%0.012%
5/7/2026Parallel Advisors LLC106,163$3.22M0.1%-3.2%0.024%
5/6/2026Bessemer Group Inc.132,563$4.02M0.0%+32.1%0.030%
5/5/2026Bank of New York Mellon Corp29,114$883K0.0%+14.4%0.007%
5/5/2026Ethos Financial Group LLC32,357$981K0.1%+6.9%0.007%
5/5/2026SouthState Bank Corp71,848$2.18M0.1%-3.2%0.016%
5/5/2026Sterling Investment Advisors Ltd.96,238$2.92M0.5%+2.6%0.022%
5/5/2026Hillsdale Investment Management Inc.29,890$906K0.0%+35.2%0.007%
5/1/2026Independence Bank of Kentucky23,294$706K0.1%-7.6%0.005%
4/30/2026Beacon Financial Group13,202$400K0.0%+6.9%0.003%
4/30/2026Ibex Wealth Advisors65,508$1.99M0.2%+6.2%0.015%
4/30/2026Stronghold Wealth Management L.L.C.63,260$1.92M2.9%+2.3%0.014%
4/30/2026Staley Capital Advisers Inc.16,500$500K0.0%-5.7%0.004%
4/29/2026Bank of Stockton138,134$4.19M1.3%-3.7%0.031%
4/29/2026Dumont & Blake Investment Advisors LLC77,508$2.35M0.6%-3.8%0.017%
4/28/2026Whittier Trust Co.24,138$736K0.0%-7.7%0.005%
4/28/2026Ascentis Independent Advisors1,950$59K0.0%N/A0.000%
4/28/2026NBT Bank N A NY88,030$2.67M0.2%+3.0%0.020%
4/28/2026Hudson Edge Investment Partners Inc.17,431$529K0.1%N/A0.004%
4/27/2026Sound Income Strategies LLC8,606$261K0.0%-13.2%0.002%
4/23/2026North Star Investment Management Corp.25,247$765K0.0%-5.5%0.006%
4/22/2026Princeton Global Asset Management LLC1,608$49K0.0%+36.6%0.000%
4/21/2026Pinnacle Wealth Management Advisory Group LLC27,603$837K0.1%-9.1%0.006%
4/21/2026Grey Ledge Advisors LLC62,594$1.90M0.4%-6.9%0.014%
4/20/2026Oak Family Advisors LLC29,792$903K0.3%+24.1%0.007%
4/20/2026Provenance Wealth Advisors LLC17,103$519K0.1%-48.4%0.004%
4/17/2026SVB Wealth LLC35,586$1.08M0.1%-17.6%0.008%
4/16/2026Montecito Bank & Trust36,372$1.10M0.2%-5.9%0.008%
4/15/2026Aventus Investment Advisors Inc.48,709$1.48M1.2%+6.7%0.011%
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4/15/2026Nations Financial Group Inc. IA ADV76,191$2.31M0.1%-2.5%0.017%
3/24/2026Old North State Trust LLC8,614$267K0.2%+35.5%0.002%
3/12/2026Nalls Sherbakoff Group LLC2,866$89K0.1%N/A0.001%
3/6/2026Union Savings Bank3,539$110K0.0%N/A0.001%
3/5/2026Bayban2,000$62K0.1%N/A0.000%
3/2/2026Amicus Financial Advisors LLC105,624$3.27M0.9%N/A0.024%
2/20/2026Sunbelt Securities Inc.27,479$851K0.1%-1.5%0.006%
2/18/2026NewEdge Advisors LLC410,553$12.71M0.0%+6.9%0.092%
2/18/2026Tudor Investment Corp ET AL16,666$516K0.0%-14.1%0.004%
2/17/2026Hilltop Holdings Inc.15,018$465K0.0%-73.9%0.003%
2/17/2026Advisory Services Network LLC55,794$1.73M0.0%+10.0%0.013%
2/17/2026Ibex Wealth Advisors61,667$1.91M0.2%-8.2%0.014%
2/17/2026Captrust Financial Advisors286,917$8.88M0.0%+1.2%0.064%
2/16/2026Arkos Global Advisors84,144$2.61M0.3%+8.4%0.019%
2/16/2026Ames National Corp11,625$360K0.2%-28.8%0.003%
2/13/2026Segall Bryant & Hamill LLC12,102$375K0.0%N/A0.003%
2/13/2026Gen Wealth Partners Inc20,727$642K0.1%+16.7%0.005%
2/13/2026Arkadios Wealth Advisors86,496$2.68M0.1%+13.4%0.019%
2/13/2026Integrated Wealth Concepts LLC15,013$465K0.0%-69.6%0.003%
2/13/2026Cohen & Steers Inc.904,077$28.00M0.1%+12,157.0%0.203%
2/13/2026Keynote Financial Services LLC45,620$1.41M0.8%+160.9%0.010%
2/13/2026RPg Family Wealth Advisory LLC178,680$5.53M1.2%-0.7%0.040%
2/12/2026Burke & Herbert Bank & Trust Co.75,593$2.34M0.6%-31.2%0.017%
2/12/2026Titleist Asset Management LLC11,240$348K0.0%+6.2%0.003%
2/12/2026Brown Brothers Harriman & Co.44,669$1.38M0.0%+4,154.2%0.010%
2/12/2026Colonial Trust Co SC6,020$186K0.0%-11.0%0.001%
2/12/2026Graetz Wealth LLC52,427$1.62M1.5%N/A0.012%
2/12/2026Coastwise Capital Group LLC12,397$384K0.2%+12.5%0.003%
2/11/2026Janney Montgomery Scott LLC1,747,061$54.09M0.1%+2.8%0.392%
2/11/2026FCA Corp TX21,005$650K0.2%+3.5%0.005%
2/11/2026Clearbridge Investments LLC62,182$1.93M0.0%-2.5%0.014%
2/11/2026SouthState Bank Corp74,212$2.30M0.1%-15.2%0.017%
2/11/2026Parallel Advisors LLC109,678$3.40M0.1%-3.2%0.025%
2/11/2026Continuum Advisory LLC9,873$306K0.0%-22.0%0.002%
2/11/2026Crescent Grove Advisors LLC9,646$299K0.0%+9.7%0.002%
2/10/2026Peak Retirement Planning Inc.6,653$206K0.0%N/A0.001%
2/10/2026Winthrop Capital Management LLC95,079$2.94M0.7%-21.0%0.021%
2/10/2026One Capital Management LLC15,253$472K0.0%-2.1%0.003%
2/10/2026Hillsdale Investment Management Inc.22,110$685K0.0%+51.6%0.005%
2/10/2026Rothschild Investment LLC70,327$2.18M0.1%-37.6%0.016%
2/9/2026King Wealth Management Group32,760$1.01M0.1%-4.4%0.007%
2/9/2026Cary Street Partners Financial LLC106,144$3.29M0.1%+5.9%0.024%
2/9/2026Parkside Investments LLC464,042$14.37M1.8%-4.7%0.104%
2/9/2026Wellington Shields & Co. LLC9,525$295K0.1%+24.1%0.002%
2/9/2026Sterling Investment Advisors Ltd.93,771$2.90M0.5%-3.1%0.021%
2/9/2026Fisher Asset Management LLC7,911$245K0.0%N/A0.002%
2/9/2026Mathes Company Inc.50,350$1.56M0.6%+11.5%0.011%
2/6/2026GPS Wealth Strategies Group LLC11,977$371K0.3%-11.9%0.003%
2/6/2026Redmont Wealth Advisors LLC70,472$2.18M3.3%-34.8%0.016%
2/6/2026Cullen Frost Bankers Inc.12,613$390K0.0%+16.3%0.003%
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2/6/2026Payden & Rygel1,955$61K0.0%N/A0.000%
2/6/2026Stronghold Wealth Management L.L.C.61,852$1.92M2.8%N/A0.014%
2/5/2026Western Wealth Management LLC17,992$557K0.0%+23.6%0.004%
2/5/2026Grey Ledge Advisors LLC67,245$2.08M0.5%-23.4%0.015%
2/4/2026Atlantic Union Bankshares Corp27,933$865K0.0%+19.2%0.006%
2/4/2026Community Bank N.A.119,095$3.69M0.4%-5.6%0.027%
2/4/2026SVB Wealth LLC43,165$1.34M0.1%-33.5%0.010%
2/4/2026Dynamic Wealth Strategies LLC15,359$476K0.3%-41.7%0.003%
2/3/2026Crestwood Advisors Group LLC32,036$992K0.0%-4.8%0.007%
2/3/2026Oak Family Advisors LLC24,008$743K0.2%-82.3%0.005%


PFF Institutional Ownership - Frequently Asked Questions

During the previous two years, 263 institutional investors and hedge funds held shares of iShares Preferred and Income Securities ETF. The most heavily invested institutionals were First Interstate Bank ($54.87M), Janney Montgomery Scott LLC ($54.09M), Ameriprise Financial Inc. ($50.01M), Hilton Capital Management LLC ($48.01M), Greenleaf Trust ($37.41M), Baird Financial Group Inc. ($30.73M), and Cohen & Steers Inc. ($28.00M).Learn more on iShares Preferred and Income Securities ETF's 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.

Of the 223 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: GAMMA Investing LLC ($5.92M), Cohen & Steers Inc. ($1.21M), JPMorgan Chase & Co. ($1.11M), SVB Wealth LLC ($719.35K), SBI Securities Co. Ltd. ($445.06K), Horizon Investments LLC ($339.14K), and SG Americas Securities LLC ($322.58K).

Institutional investors have bought a total of 3,958,783 shares in the last 24 months. This purchase volume represents approximately $123.24M in transactions.

Of the 116 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: JPMorgan Chase & Co. ($513.80K), Ameriprise Financial Inc. ($215.37K), GAMMA Investing LLC ($185.33K), Horizon Investments LLC ($124.60K), Hilltop Holdings Inc. ($117.22K), Oak Family Advisors LLC ($111.75K), and Fifth Third Securities Inc. ($96.68K).

Institutional investors have sold a total of 2,687,803 shares in the last 24 months. This volume of shares sold represents approximately $83.14M in transactions.



This page (NASDAQ:PFF) was last updated on 7/1/2026 by MarketBeat.com Staff.
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