PFF · iShares Preferred and Income Securities ETF ETF
$30.36
+0.00 (+0.00%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 8
Total Value: $19,099,786
Total Shares: 626,428
Institutional Ownership Trend
23 quarters
Holder Concentration
Across 8 13F filers · Δ vs Mar 31, 2026Top Holder
50.5%
−37.3 pts
Top 5
99.3%
−0.7 pts
Top 10
100.0%
0.0 pts
HHI
3,884
Highly concentrated−3,852
Quarterly Activity
vs Mar 31, 2026
New
5
Increased
0
Decreased
1
Sold Out
4
Unchanged
2
Holder count:
+1
Institutional value:
-33.7%
Shares held:
-34.0%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small Kingsbury Capital Investment Advisors LLC | −220 | 15,686 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 316,100 | $9,637,889 | |
| Large Corient Private Wealth LLC | 222,666 | $6,789,086 | |
| Small Financial Insights, Inc. | 47,116 | $1,436,566 | |
| Mid Parkside Financial Bank & Trust | 20,304 | $619,068 | |
| Small BROWN, LISLE/CUMMINGS, INC. | 4,497 | $137,113 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Dakota Wealth Management | 833,086 | $25,259,167 | |
| Small WILLIAM JOHN SEMPOLINSKI | 38,824 | $1,177,143 | |
| Small BOSTON RESEARCH & MANAGEMENT INC | 31,532 | $956,050 | |
| Large M&T Bank Corp | 30,275 | $917,938 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC PFF | $9,299,450 | 48.69% | 305,000 | Call | 2026-09-02 | |
| Large Corient Private Wealth LLC PFF | $6,789,086 | 35.55% | 222,666 | Shares | 2026-08-27 | |
| Small Financial Insights, Inc. PFF | $1,436,566 | 7.52% | 47,116 | Shares | 2026-08-25 | |
| Mid Parkside Financial Bank & Trust Bank PFF | $619,068 | 3.24% | 20,304 | Shares | 2026-09-04 | |
| Small Kingsbury Capital Investment Advisors LLC PFF | $478,266 | 2.50% | 15,686 | Shares | 2026-08-25 | |
| Mega CITADEL ADVISORS LLC PFF | $338,439 | 1.77% | 11,100 | Put | 2026-09-02 | |
| Small BROWN, LISLE/CUMMINGS, INC. PFF | $137,113 | 0.72% | 4,497 | Shares | 2026-09-02 | |
| Small TUCKER ASSET MANAGEMENT LLC PFF | $1,158 | 0.01% | 38 | Shares | 2026-08-27 | |
| Small Cornerstone Financial Management LLC PFF | $640 | 0.00% | 21 | Shares | 2026-08-28 |