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