PFF Institutional Ownership
iShares Preferred and Income Securities ETF
1W: -0.3%
1M: -2.1%
3M: -3.8%
YTD: -4.8%
1Y: -5.6%
3Y: +14.0%
5Y: -1.8%
$29.56
+0.10 (+0.34%)
Weekly Expected Move ±1.2%
$29
$29
$30
$30
$30
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PFF
1,054
Institutional Holders
-20 vs prior quarter
0.0%
Ownership
+0.00pp
5B
Total Invested
90
New Positions
367
Increased
427
Reduced
75
Closed
1.25
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1141 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 22,963,937 | $679M | +215,757 | +0.9% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 15,660,870 | $463M | +637,935 | +4.2% | 60Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 8,515,883 | $252M | -960,487 | -10.1% | 77Q | SEC ↗ |
| 4 | LPL Financial LLC | 7,663,895 | $227M | -48,041 | -0.6% | 54Q | SEC ↗ |
| 5 | UBS Group AG | 6,178,759 | $183M | +83,670 | +1.4% | 47Q | SEC ↗ |
| 6 | ROYAL BANK OF CANADA | 4,297,648 | $127M | +46,819 | +1.1% | 70Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 4,029,258 | $119M | -174,192 | -4.1% | 71Q | SEC ↗ |
| 8 | Mariner, LLC | 3,203,324 | $95M | -221,812 | -6.5% | 51Q | SEC ↗ |
| 9 | First Interstate Bank | 3,052,764 | $90M | +153,677 | +5.3% | 21Q | SEC ↗ |
| 10 | BlackRock, Inc. | 2,804,891 | $83M | +38,156 | +1.4% | 8Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 2,329,875 | $69M | +171,567 | +7.9% | 7Q | SEC ↗ |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 2,220,498 | $66M | +17,308 | +0.8% | 9Q | SEC ↗ |
| 13 | Sixth Street Partners Management Compa NEW | 2,220,498 | $66M | — | +0.0% | 1Q | SEC ↗ |
| 14 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 2,053,250 | $61M | +107,296 | +5.5% | 15Q | SEC ↗ |
| 15 | TRUIST FINANCIAL CORP | 1,600,665 | $47M | -113,920 | -6.6% | 45Q | SEC ↗ |
| 16 | Janney Montgomery Scott LLC NEW | 1,585,246 | $47M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Cetera Investment Advisers | 1,510,618 | $45M | -33,587 | -2.2% | 43Q | SEC ↗ |
| 18 | FIFTH THIRD BANCORP | 1,500,970 | $44M | -19,589 | -1.3% | 26Q | SEC ↗ |
| 19 | US BANCORP \DE | 1,494,948 | $44M | -73,048 | -4.7% | 73Q | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 1,401,024 | $41M | -50,165 | -3.5% | 31Q | SEC ↗ |
| 21 | GREENLEAF TRUST | 1,319,393 | $39M | +69,132 | +5.5% | 11Q | SEC ↗ |
| 22 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | 1,309,459 | $39M | +9,835 | +0.8% | 37Q | SEC ↗ |
| 23 | OSAIC HOLDINGS, INC. | 1,307,900 | $39M | +117,097 | +9.8% | 26Q | SEC ↗ |
| 24 | GDS Wealth Management | 1,185,745 | $35M | +130,678 | +12.4% | 15Q | SEC ↗ |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 1,165,342 | $34M | +14,594 | +1.3% | 35Q | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 1,107,089 | $33M | +18,272 | +1.7% | 45Q | SEC ↗ |
| 27 | AMERIPRISE FINANCIAL INC | 1,105,164 | $33M | -296,500 | -21.2% | 16Q | SEC ↗ |
| 28 | STIFEL FINANCIAL CORP | 1,075,976 | $32M | +61,155 | +6.0% | 49Q | SEC ↗ |
| 29 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,047,946 | $31M | +5,472 | +0.5% | 68Q | SEC ↗ |
| 30 | FUKOKU MUTUAL LIFE INSURANCE Co | 955,500 | $28M | — | +0.0% | 55Q | SEC ↗ |
| 31 | Cerity Partners LLC | 900,451 | $27M | +14,327 | +1.6% | 23Q | SEC ↗ |
| 32 | Hennion & Walsh Asset Management, Inc. | 895,614 | $26M | +73,697 | +9.0% | 5Q | SEC ↗ |
| 33 | MAI Capital Management | 885,212 | $26M | -96,383 | -9.8% | 7Q | SEC ↗ |
| 34 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 874,523 | $26M | +24,295 | +2.9% | 12Q | SEC ↗ |
| 35 | Jaffetilchin Investment Partners, LLC | 855,355 | $25M | +91,751 | +12.0% | 66Q | SEC ↗ |
| 36 | Steward Partners Investment Advisory, | 846,800 | $25M | -828,835 | -49.5% | 39Q | SEC ↗ |
| 37 | COMMERCE BANK | 825,814 | $24M | -19,061 | -2.3% | 6Q | SEC ↗ |
| 38 | HighTower Advisors, LLC | 815,529 | $24M | -320 | -0.0% | 67Q | SEC ↗ |
| 39 | Pure Financial Advisors, LLC | 722,542 | $21M | +42,648 | +6.3% | 24Q | SEC ↗ |
| 40 | BARD ASSOCIATES INC | 693,046 | $20M | +1,162 | +0.2% | 8Q | SEC ↗ |
| 41 | CITIGROUP INC | 683,088 | $20M | +51,200 | +8.1% | 64Q | SEC ↗ |
| 42 | SeaBridge Investment Advisors LLC | 654,287 | $19M | +58,390 | +9.8% | 11Q | SEC ↗ |
| 43 | Dakota Wealth Management | 652,995 | $19M | -180,091 | -21.6% | 47Q | SEC ↗ |
| 44 | Northside Capital Management, LLC | 620,223 | $18M | -12,446 | -2.0% | 42Q | SEC ↗ |
| 45 | Cambridge Investment Research Advisors | 611,534 | $18M | +75,178 | +14.0% | 74Q | SEC ↗ |
| 46 | MML INVESTORS SERVICES, LLC | 611,250 | $18M | +114,260 | +23.0% | 37Q | SEC ↗ |
| 47 | Kestra Advisory Services, LLC | 596,777 | $18M | -38,660 | -6.1% | 24Q | SEC ↗ |
| 48 | KEYBANK NATIONAL ASSOCIATION/OH | 585,208 | $17M | -28,144 | -4.6% | 74Q | SEC ↗ |
| 49 | DEUTSCHE BANK AG | 584,595 | $17M | — | +0.0% | 34Q | SEC ↗ |
| 50 | SWAN Capital LLC | 575,662 | $17M | +71,207 | +14.1% | 12Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 2,220,498 | $66M |
| Janney Montgomery Scott LLC | 1,585,246 | $47M |
| Markowski Investments | 549,635 | $16M |
| Independence Financial Advisors, LL | 543,016 | $16M |
| PARK AVENUE SECURITIES LLC | 438,413 | $13M |
| Quadrature Capital Ltd | 273,666 | $8M |
| SYKON CAPITAL LLC | 237,128 | $7M |
| Savant Capital, LLC | 169,592 | $5M |
| ALERUS FINANCIAL NA | 159,753 | $5M |
| COMPASS FINANCIAL MANAGEMENT LLC | 142,205 | $4M |
| Logan Stone Capital, LLC | 140,725 | $4M |
| RENAISSANCE TECHNOLOGIES LLC | 125,400 | $4M |
| Global Retirement Partners, LLC | 122,492 | $4M |
| OPUS INVESTMENT MANAGEMENT INC | 109,725 | $3M |
| Curated Wealth Partners LLC | 100,134 | $3M |
| Liberty Capital Management, Inc. | 97,748 | $3M |
| CANANDAIGUA NATIONAL CORP | 93,608 | $3M |
| Trivium Point Advisory, LLC | 73,136 | $2M |
| Capstone Wealth Management Group, I | 70,806 | $2M |
| Blue Edge Capital, LLC | 67,832 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ocean Park Asset Management, LLC | 868,252 | $26M |
| HRT FINANCIAL LP | 711,524 | $21M |
| Oak Harvest Investment Services | 370,881 | $11M |
| Hilton Capital Management, LLC | 354,308 | $10M |
| SG Americas Securities, LLC | 322,578 | $10M |
| Parkside Investments, LLC | 271,161 | $8M |
| Frisch Financial Group, Inc. | 146,824 | $4M |
| Glaxis Capital Management, LLC | 135,300 | $4M |
| EXCHANGE TRADED CONCEPTS, LLC | 129,752 | $4M |
| DAVIDSON INVESTMENT ADVISORS | 121,591 | $4M |
| MILLENNIUM MANAGEMENT LLC | 104,138 | $3M |
| Proficio Capital Partners LLC | 103,625 | $3M |
| Moran Wealth Management, LLC | 99,304 | $3M |
| Penn Mutual Asset Management | 97,300 | $3M |
| Victrix Investment Advisors | 93,346 | $3M |
| SOL Capital Management CO | 55,685 | $2M |
| BLUEFIN CAPITAL MANAGEMENT, LLC | 49,167 | $1M |
| GTS SECURITIES LLC | 38,660 | $1M |
| OLD MISSION CAPITAL LLC | 32,100 | $949K |
| Whalen Wealth Management Inc. | 30,649 | $906K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +637,935 | +4.2% | 15,660,870 |
| Bramshill Investments, LLC | +294,247 | +581.9% | 344,817 |
| Coral Wealth Management, LLC | +267,731 | +1471.4% | 285,927 |
| BANK OF AMERICA CORP /DE | +215,757 | +0.9% | 22,963,937 |
| RAYMOND JAMES FINANCIAL INC | +171,567 | +7.9% | 2,329,875 |
| First Interstate Bank | +153,677 | +5.3% | 3,052,764 |
| GDS Wealth Management | +130,678 | +12.4% | 1,185,745 |
| COHEN & STEERS, INC. | +123,775 | +217.4% | 180,715 |
| OSAIC HOLDINGS, INC. | +117,097 | +9.8% | 1,307,900 |
| MML INVESTORS SERVICES, LLC | +114,260 | +23.0% | 611,250 |
| Advyzon Investment Management, LLC | +110,807 | +436.8% | 136,177 |
| Tanager Wealth Management LLP | +110,450 | +59.2% | 297,175 |
| Cambria Investment Management, L.P. | +109,348 | +79.1% | 247,668 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, | +107,296 | +5.5% | 2,053,250 |
| Hilltop Holdings Inc. | +101,591 | +691.5% | 116,282 |
| Jaffetilchin Investment Partners, L | +91,751 | +12.0% | 855,355 |
| UBS Group AG | +83,670 | +1.4% | 6,178,759 |
| Tidal Investments LLC | +82,717 | +100.7% | 164,858 |
| CHESAPEAKE CAPITAL CORP /IL | +82,717 | +100.7% | 164,858 |
| Merit Financial Group, LLC | +77,613 | +205.2% | 115,434 |