ISHARES PREFERRED & INCOME S (PFF) Institutional Ownership Changes & 13F Activity
ISHARES PREFERRED & INCOME S (PFF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Wells Fargo & Company/Mn, Bramshill Investments, Llc, Susquehanna International Group, Llp, and Bank Of America Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Security National Bank Of Sioux City Iowa | Buy | +2,900 | — | 2,900 | $88.42K | Q2 2026 | Sep 18, 2026 |
| Talon Private Wealth, Llc | Buy | +25,724 | +44.1% | 84,060 | $2.56M | Q2 2026 | Sep 11, 2026 |
| Integrated Wealth Concepts Llc | Buy | +18,641 | +10.4% | 197,799 | $6.03M | Q2 2026 | Sep 09, 2026 |
| Palogic Value Management, L.P. | Sell | -300 | -0.6% | 49,993 | $1.52M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +47 | +0.2% | 20,304 | $619.08K | Q2 2026 | Sep 04, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -177 | -3.8% | 4,497 | $137.11K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -53,893 | -19.5% | 222,666 | $6.79M | Q2 2026 | Aug 27, 2026 |
| Financial Insights, Inc. | Buy | +2,350 | +5.2% | 47,116 | $1.44M | Q2 2026 | Aug 25, 2026 |
| Mercer Global Advisors Inc | Sell | -89,440 | -24.5% | 275,464 | $8.40M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -942 | -1.7% | 55,475 | $1.69M | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Buy | +416 | +6.1% | 7,221 | $220.15K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +13,029 | +6.8% | 205,499 | $6.27M | Q2 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Buy | +1,100 | — | 1,100 | $33.54K | Q2 2026 | Aug 18, 2026 |
| Blue Edge Capital, Llc | Buy | +67,832 | — | 67,832 | $2.07M | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Buy | +42,648 | +6.3% | 722,542 | $22.03M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -9,080 | -5.5% | 154,729 | $4.72M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -7,800 | -5.8% | 127,478 | $3.89M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -6,410 | -14.5% | 37,929 | $1.16M | Q2 2026 | Aug 17, 2026 |
| Jefferies Financial Group Inc. | Buy | +4,057 | +11.8% | 38,357 | $1.17M | Q2 2026 | Aug 17, 2026 |
| Camarda Financial Advisors, Llc | Buy | +1,167 | +13.8% | 9,629 | $293.59K | Q2 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Buy | +250 | +94.7% | 514 | $15.67K | Q2 2026 | Aug 17, 2026 |
| Strive Financial Group ,Llc | Sell | -9 | -5.2% | 163 | $4.97K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +1,105,164 | — | 1,105,164 | $33.82M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -960,487 | -10.1% | 8,515,883 | $259.65M | Q2 2026 | Aug 14, 2026 |
| Bramshill Investments, Llc | Buy | +294,247 | +581.9% | 344,817 | $10.51M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -283,199 | -50.7% | 275,574 | $8.40M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +215,757 | +0.9% | 22,963,937 | $700.17M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +171,567 | +7.9% | 2,329,875 | $71.04M | Q2 2026 | Aug 14, 2026 |
| Alerus Financial Na | Buy | +159,753 | — | 159,753 | $4.87M | Q2 2026 | Aug 14, 2026 |
| Logan Stone Capital, Llc | Buy | +140,725 | — | 140,725 | $4.29M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about PFF activity
Which institutional owners are buying PFF?
Institutional owners buying PFF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PFF activity?
"Buy" means an investor increased their reported position in PFF compared to the prior reporting period. This reflects growing exposure to ISHARES PREFERRED & INCOME S (PFF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PFF increasing?
Institutional interest in PFF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.