iShares Preferred and Income Securities ETF (PFF) Institutional Ownership

$31.29
-0.26 (-0.82%)
(As of 05/8/2024 ET)

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)
121
Total
Institutional Inflows
(last 12 months)
$435.62M
Number of
Institutional Sellers
(last 12 months)
122
Total
Institutional Outflows
(last 12 months)
$129.95M
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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
5/8/2024 Williams Jones Wealth Management LLC.7,261$234K0.0%N/A0.002%
5/7/2024 Capital Square LLC280,733$9.05M6.4%N/A0.062%
5/6/2024 Staley Capital Advisers Inc.20,500$661K0.0%-3.3%0.004%
5/4/2024 Noesis Capital Mangement Corp55,833$1.80M0.4%-1.6%0.012%
5/4/2024 Valley Wealth Managers Inc.36,434$1.17M0.1%-6.6%0.008%
5/3/2024 Wellington Shields & Co. LLC4,015$129K0.0%+23.2%0.001%
5/3/2024 United Community Bank38,202$1.23M0.5%-11.2%0.008%
5/3/2024 Whittier Trust Co.32,816$1.06M0.0%-60.3%0.007%
5/2/2024 Graypoint LLC80,310$2.59M0.2%+4.3%0.018%
5/2/2024 Haverford Trust Co29,748$959K0.0%+3.9%0.006%
5/1/2024 Janney Capital Management LLC59,227$1.91M0.1%-15.3%0.013%
5/1/2024 Janney Montgomery Scott LLC1,391,966$44.86M0.1%-7.3%0.304%
4/30/2024 Arkadios Wealth Advisors35,207$1.14M0.1%+60.6%0.008%
4/29/2024 Boyd Watterson Asset Management LLC OH9,266$299K0.1%+9.5%0.002%
4/29/2024 Greenleaf Trust958,520$30.89M0.3%+32.2%0.209%
4/26/2024 UMB Bank n.a.909$29K0.0%-49.0%0.000%
4/26/2024 YHB Investment Advisors Inc.3,766$121K0.0%N/A0.001%
4/26/2024 Bogart Wealth LLC3,445$111K0.0%+568.9%0.001%
4/25/2024 Triumph Capital Management14,178$458K0.2%-11.7%0.003%
4/25/2024 L.M. Kohn & Company13,619$439K0.1%-25.7%0.003%
4/25/2024 Summit Financial LLC44,580$1.44M0.1%+24.5%0.010%
4/24/2024 Private Trust Co. NA39,422$1.27M0.1%+93.0%0.009%
4/24/2024 SOL Capital Management CO84,180$2.71M0.3%+8.5%0.018%
4/24/2024 Essex Financial Services Inc.32,191$1.04M0.1%-7.6%0.007%
4/23/2024 Wetzel Investment Advisors Inc.59,085$1.82M1.1%+1.2%0.013%
4/23/2024 Warner Financial Inc.10,000$322K0.2%-4.3%0.002%
4/23/2024 Bank of Stockton122,645$3.95M1.2%+1.7%0.027%
4/23/2024 Rebalance LLC413,676$13.33M1.1%-4.6%0.090%
4/23/2024 Wendell David Associates Inc.99,062$3.19M0.3%-24.5%0.022%
4/22/2024 Oakworth Capital Inc.1,833$59K0.0%-35.8%0.000%
4/19/2024 Redmont Wealth Advisors LLC128,152$4.13M5.7%+25.7%0.028%
4/19/2024 Carret Asset Management LLC22,316$719K0.1%+7.2%0.005%
4/18/2024 Fifth Third Securities Inc.77,376$2.49M0.2%-7.4%0.017%
4/17/2024 Burns J W & Co. Inc. NY17,692$570K0.1%-19.9%0.004%
4/16/2024 Independence Bank of Kentucky49,245$1.59M0.5%-1.9%0.011%
4/16/2024 Webster Bank N. A.1,867$60K0.0%+34.8%0.000%
4/16/2024 Financial Management Professionals Inc.6,445$208K0.0%+18.9%0.001%
4/16/2024 Atlantic Union Bankshares Corp18,982$612K0.1%+5.6%0.004%
4/15/2024 Future Financial Wealth Managment LLC1,750$56K0.0%N/A0.000%
4/15/2024 Sunbelt Securities Inc.22,761$734K0.1%-2.0%0.005%
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4/13/2024 Parkside Investments LLC307,967$9.93M1.6%-1.0%0.066%
4/12/2024 AdvisorNet Financial Inc3,938$127K0.0%+11.4%0.001%
4/11/2024 Congress Asset Management Co. MA95,738$3.09M0.0%-2.7%0.021%
4/11/2024 Fortitude Family Office LLC10,242$330K0.2%-14.3%0.002%
4/10/2024 Red Spruce Capital LLC19,387$625K0.3%+9.7%0.004%
4/9/2024 Montecito Bank & Trust41,517$1.34M0.3%-7.8%0.009%
4/9/2024 Osher Van de Voorde Investment Management253,900$8.18M1.9%-12.1%0.055%
4/9/2024 Massmutual Trust Co. FSB ADV122,396$3.95M0.1%+4.0%0.026%
4/8/2024 Bath Savings Trust Co45,928$1.48M0.2%-3.3%0.010%
4/5/2024 First Hawaiian Bank29,633$955K0.0%-1.4%0.006%
4/5/2024 GAMMA Investing LLC25,078$808K0.2%N/A0.006%
4/5/2024 NBC Securities Inc.56,049$1.82M0.2%-2.9%0.013%
4/5/2024 Madison Park Capital Advisors LLC6,371$205K0.2%N/A0.001%
4/5/2024 VERITY Wealth Advisors18,378$592K0.5%+108.4%0.004%
4/3/2024 Peoples Bank KS132,295$4.26M3.3%-1.6%0.030%
4/2/2024 ST Germain D J Co. Inc.78,760$2.54M0.1%+10.2%0.018%
4/2/2024 M&R Capital Management Inc.950$31K0.0%+280.0%0.000%
3/5/2024Fisher Asset Management LLC9,924$310K0.0%N/A0.002%
3/4/2024 Congress Asset Management Co. MA98,363$3.07M0.0%-15.8%0.022%
3/4/2024Vima LLC1,290$40K0.1%N/A0.000%
2/20/2024Able Wealth Management LLC4,208$131K0.1%N/A0.001%
2/16/2024Sanibel Captiva Trust Company Inc.495,192$15.45M0.6%N/A0.112%
2/15/2024Cohen & Steers Inc.5,541,190$172.83M0.3%+8,108.7%1.254%
2/14/2024Vantage Financial Partners Ltd. Inc.7,930$247K0.1%N/A0.002%
2/14/2024Waterloo Capital L.P.6,452$201K0.0%N/A0.001%
2/14/2024Azimuth Capital Investment Management LLC19,700$614K0.0%-28.1%0.004%
2/13/2024CIBC Private Wealth Group LLC224,118$6.99M0.0%+26.4%0.051%
2/13/2024 SWS Partners12,025$375K0.1%+3.1%0.003%
2/13/2024 United Community Bank43,039$1.34M0.6%-14.2%0.010%
2/13/2024Rathbones Group PLC11,207$350K0.0%-5.5%0.003%
2/12/2024Tradition Wealth Management LLC17,072$532K0.1%-5.8%0.004%
2/12/2024Brown Brothers Harriman & Co.850$27K0.0%N/A0.000%
2/12/2024Douglass Winthrop Advisors LLC8,200$256K0.0%+10.8%0.002%
2/12/2024 Staley Capital Advisers Inc.21,200$661K0.0%-14.2%0.005%
2/12/2024 Parallel Advisors LLC134,333$4.19M0.1%-8.2%0.030%
2/9/2024 Nations Financial Group Inc. IA ADV13,304$415K0.0%+3.7%0.003%
2/9/2024HCR Wealth Advisors40,855$1.27M0.2%-14.5%0.009%
2/9/2024AXS Investments LLC70,000$2.18M0.5%+27.3%0.016%
2/9/2024 Capital Management Associates NY2,148$67K0.1%N/A0.000%
2/9/2024 L.M. Kohn & Company18,332$572K0.2%-4.4%0.004%
2/9/2024Clearbridge Investments LLC89,782$2.80M0.0%-19.2%0.020%
2/8/2024Kickstand Ventures LLC.142,650$4.45M1.3%N/A0.032%
2/8/2024 Janney Capital Management LLC69,896$2.18M0.1%N/A0.016%
2/8/2024 Janney Montgomery Scott LLC1,501,951$46.85M0.2%+10.6%0.340%
2/8/2024 Nvwm LLC4,254$133K0.0%-38.8%0.001%
2/8/2024Ironwood Investment Counsel LLC19,105$596K0.1%-15.0%0.004%
2/8/2024King Wealth Management Group41,443$1.29M0.2%-0.9%0.009%
2/7/2024 NBC Securities Inc.57,697$1.80M0.2%+12.2%0.013%
2/7/2024 Valley Wealth Managers Inc.39,001$1.22M0.1%-4.0%0.009%
2/7/2024 Cary Street Partners Investment Advisory LLC22,100$689K0.0%+509.0%0.005%
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2/7/2024 BNP Paribas Financial Markets11,418$356K0.0%-97.7%0.003%
2/7/2024 Sonata Capital Group Inc.22,973$717K0.4%-9.6%0.005%
2/7/2024Mount Lucas Management LP83,264$2.60M0.7%+38.5%0.019%
2/7/2024Ethos Financial Group LLC12,395$386K0.1%+13.1%0.003%
2/6/2024 Noesis Capital Mangement Corp56,713$1.77M0.4%+2.1%0.013%
2/6/2024 SouthState Corp103,322$3.22M0.3%-7.8%0.023%
2/6/2024Fisher Asset Management LLC9,924$310K0.0%N/A0.002%
2/6/2024 Summit Financial LLC35,813$1.12M0.1%-41.3%0.008%
2/6/2024 Essex Financial Services Inc.34,855$1.09M0.1%-10.8%0.008%
2/5/2024 Triumph Capital Management16,050$501K0.2%-30.0%0.004%
(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, 321 institutional investors and hedge funds held shares of iShares Preferred and Income Securities ETF. The most heavily invested institutionals were Cohen & Steers Inc. ($172.83M), Westside Investment Management Inc. ($158.65M), US Bancorp DE ($78.95M), Ameriprise Financial Inc. ($61.11M), Janney Montgomery Scott LLC ($44.86M), Smith Chas P & Associates PA Cpas ($38.76M), and JPMorgan Chase & Co. ($37.74M).Learn more on PFF's institutional investors.

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

4.70% of iShares Preferred and Income Securities ETF 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 stock?

Of the 247 institutional investors that purchased iShares Preferred and Income Securities ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cohen & Steers Inc. ($5.72M), Smith Chas P & Associates PA Cpas ($1.18M), Greenleaf Trust ($958.52K), SG Americas Securities LLC ($924.70K), BNP Paribas Arbitrage SNC ($852.96K), Janney Montgomery Scott LLC ($634.96K), and Sanibel Captiva Trust Company Inc. ($495.19K).

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

Institutional investors have bought a total of 20,909,893 shares in the last 24 months. This purchase volume represents approximately $947.37M in transactions.

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

Of the 207 institutional investors that sold iShares Preferred and Income Securities ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($4.72M), SVB Wealth LLC ($1.81M), BNP Paribas Financial Markets ($494.57K), Hudson Valley Investment Advisors Inc. ADV ($477.43K), US Bancorp DE ($460.01K), Janney Montgomery Scott LLC ($459.62K), and Strategic Wealth Investment Group LLC ($438.19K).

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

Institutional investors have sold a total of 15,163,562 shares in the last 24 months. This volume of shares sold represents approximately $892.55M in transactions.


This page (NASDAQ:PFF) was last updated on 5/9/2024 by MarketBeat.com Staff

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