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iShares Preferred and Income Securities ETF (PFF) Institutional Ownership

iShares Preferred and Income Securities ETF logo
$30.68 +0.08 (+0.26%)
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)
155
Total
Institutional Inflows
(last 12 months)
$379.35M
Number of
Institutional Sellers
(last 12 months)
103
Total
Institutional Outflows
(last 12 months)
$103.51M
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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
5/16/2025Wilson & 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%
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%
5/7/2025Sterling 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%
5/7/2025AM 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%
5/2/2025Graypoint 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%
5/1/2025Fifth Third Securities Inc.105,095$3.23M0.3%-1.6%0.023%
4/30/2025Greenleaf 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%
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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%
4/25/2025Canandaigua National Bank & Trust Co.132,413$4.07M0.4%-6.3%0.029%
4/25/2025Canandaigua 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%
4/24/2025Bank 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%
4/21/2025Kentucky Trust Co180,161$5.54M3.3%+3.4%0.039%
4/21/2025Janney Capital Management LLC54,211$1.67M0.1%-6.3%0.012%
4/21/2025Community Bank N.A.121,796$3.74M0.5%+14.2%0.027%
4/21/2025Kingswood Wealth Advisors LLC19,509$598K0.0%-7.9%0.004%
4/18/2025Wendell David Associates Inc.63,242$1.94M0.2%-3.9%0.014%
4/17/2025NBT Bank N A NY78,735$2.42M0.2%+5.8%0.017%
4/17/2025Janney Montgomery Scott LLC1,553,463$47.74M0.1%-0.1%0.339%
4/17/2025North Star Investment Management Corp.27,771$853K0.1%+3.1%0.006%
4/16/2025Palouse Capital Management Inc.90,535$2.78M1.9%+4.8%0.020%
4/16/2025Farmers & Merchants Investments Inc.19,509$600K0.0%+2.0%0.004%
4/16/2025Delta Capital Management LLC17,090$525K0.2%-10.5%0.004%
4/16/2025Parkside Investments LLC448,230$13.77M2.0%+3.3%0.097%
4/16/2025Allen Mooney & Barnes Investment Advisors LLC14,278$439K0.1%+7.8%0.003%
4/16/2025Fortitude Family Office LLC13,122$403K0.1%+22.1%0.003%
4/15/2025GPS Wealth Strategies Group LLC13,678$420K0.1%-9.3%0.003%
4/15/2025Curbstone Financial Management Corp124,263$3.82M0.8%+5.8%0.027%
4/15/2025Sanibel Captiva Trust Company Inc.324,226$9.96M0.3%-7.5%0.071%
4/15/2025Ibex Wealth Advisors103,927$3.19M0.4%-13.0%0.023%
4/15/2025GAMMA Investing LLC192,028$5.90M0.4%+33.5%0.042%
4/14/2025Farther Finance Advisors LLC21,157$645K0.0%-7.9%0.005%
4/14/2025City Holding Co.47,649$1.46M0.2%-3.0%0.010%
4/14/2025Strategic Wealth Investment Group LLC14,394$442K0.8%-95.9%0.003%
4/14/2025SOA Wealth Advisors LLC.43,837$1.35M0.2%N/A0.010%
4/11/2025Independence Bank of Kentucky34,422$1.06M0.2%-14.1%0.007%
4/11/2025Congress Asset Management Co.101,956$3.13M0.0%-1.9%0.022%
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4/9/2025ST Germain D J Co. Inc.70,797$2.18M0.1%-4.0%0.015%
4/9/2025Vantage Wealth286,100$8.79M2.0%+0.9%0.062%
4/9/2025Harbor Investment Advisory LLC13,972$429K0.0%-11.5%0.003%
4/9/2025NBC Securities Inc.49,667$1.53M0.1%+99,234.0%0.011%
4/8/2025Peoples Bank KS129,665$3.98M2.7%-1.3%0.028%
4/8/2025Dumont & Blake Investment Advisors LLC84,043$2.58M0.7%+3.4%0.018%
4/8/2025Rothschild Investment LLC164,491$5.06M0.3%-14.9%0.036%
4/8/2025Red Spruce Capital LLC21,517$661K0.3%-7.1%0.005%
4/8/2025Parallel Advisors LLC118,869$3.65M0.1%+0.4%0.026%
4/7/2025GAMMA Investing LLC5,901,020$192.03M0.0%+4,002.9%1.278%
(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, 273 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 ($47.74M), Greenleaf Trust ($34.95M), 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 211 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 12,118,391 shares in the last 24 months. This purchase volume represents approximately $379.35M in transactions.

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

Of the 103 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), Rebalance LLC ($355.14K), Jones Financial Companies Lllp ($229.09K), Fortis Group Advisors LLC ($177.72K), 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 3,315,857 shares in the last 24 months. This volume of shares sold represents approximately $103.51M in transactions.



This page (NASDAQ:PFF) was last updated on 6/30/2025 by MarketBeat.com Staff
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