ISHARES PREFERRED & INCOME S (PFF) Institutional Ownership

PFF is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.78M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

The largest disclosed holder is Matrix Private Capital Group, which reported ownership valued at approximately $1.44M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Matrix Private Capital Group's PFF position is now estimated to be worth approximately $1.46M, representing an estimated gain of +1.35% since the filing period.

Major shareholders tracked on this page include Matrix Private Capital Group, Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks institutional ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward ISHARES PREFERRED & INCOME S (PFF).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q2 20261$1,342,16244,020
Q1 20262$3,026,29199,812
Q4 20253$5,011,514161,870
Q3 20252$6,560,279207,472
Q2 20253$22,457,618731,995
Q1 20253$14,009,783455,899
Q4 20242$16,356,562520,247
Q3 20243$5,657,335170,248
Q2 20242$4,246,191134,586
Q1 20243$4,389,964236,407
Q4 20233$4,169,861429,601
Q3 20232$3,878,658128,645