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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Alexander Labrunerie & Co., Inc., Knightsbridge Asset Management, Llc, Amicus Financial Advisors, Llc, Winthrop Partners - Wny, Llc, and Dakota Wealth Management.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cornerstone Financial Management LlcBuy+21—21$650.00Q4 2025Aug 28, 2026
Boston Research & Management IncBuy+17,213+123.4%31,159$964.68KQ4 2025Aug 27, 2026
Dakota Wealth ManagementSell-87,045-8.5%934,997$28.95MQ4 2025Aug 26, 2026
Advisors Asset Management, Inc.Sell-26,638-100.0%0$0.00Q4 2025Aug 26, 2026
Arete Wealth Advisors, LlcBuy+17,246—17,246$533.94KQ4 2025Aug 11, 2026
Knightsbridge Asset Management, LlcBuy+173,377—173,377$5.37MQ4 2025May 15, 2026
Independent Financial Group, LlcSell-11,031-5.6%187,449$5.80MQ4 2025May 15, 2026
Rhodes Investment Advisors IncBuy+6,675—6,675$206.66KQ4 2025May 13, 2026
Strategic Wealth Partners, Ltd.Buy+14,047—14,047$434.90KQ4 2025May 12, 2026
Oakmont Advisory Group, LlcBuy+18,745—18,745$580.34KQ4 2025May 11, 2026
Medallion Wealth Advisors, LlcBuy+77+1.9%4,195$129.87KQ4 2025Apr 24, 2026
Prota Financial, LlcBuy+7,044—7,044$218.08KQ4 2025Apr 10, 2026
Unify Financial AdvisorsBuy+17,256—17,256$534.25KQ4 2025Apr 08, 2026
Red Reef Advisors LlcBuy+682—682$21.11KQ4 2025Apr 08, 2026
Cassady Wealth & Retirement Planning, LlcBuy+31,040—31,040$961.01KQ4 2025Apr 02, 2026
Financial Insights, Inc.Sell-14,250-26.1%40,366$1.25MQ4 2025Apr 01, 2026
Beacon Financial GroupBuy+12,354—12,354$382.46KQ4 2025Apr 01, 2026
Fell Capital ManagementBuy+66,984—66,984$2.07MQ4 2025Mar 27, 2026
Alexander Labrunerie & Co., Inc.Buy+185,918—185,918$5.76MQ4 2025Mar 26, 2026
Old North State Trust, LlcBuy+8,614—8,614$267.00KQ4 2025Mar 24, 2026
Bison Wealth, LlcBuy+6,940—6,940$210.07KQ4 2025Mar 24, 2026
Bank Of New HampshireBuy+86—86$2.66KQ4 2025Mar 16, 2026
Winthrop Partners - Wny, LlcBuy+102,181—102,181$3.16MQ4 2025Mar 12, 2026
Lifetime Wealth Management P.C.Buy+12—12$204.49KQ4 2025Mar 09, 2026
Hsbc Holdings PlcBuy+60,029—60,029$1.86MQ4 2025Mar 06, 2026
Union Savings BankBuy+3,539—3,539$109.53KQ4 2025Mar 06, 2026
BaybanBuy+2,000—2,000$61.92KQ4 2025Mar 05, 2026
Shp Wealth ManagementBuy+1,570—1,570$48.61KQ4 2025Mar 04, 2026
Nwf Advisory Services Inc.Buy+11,579—11,579$358.49KQ4 2025Mar 03, 2026
Amicus Financial Advisors, LlcBuy+105,624—105,624$3.27MQ4 2025Mar 02, 2026
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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.