Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (PFF)

943 + Investors. Track Smart Money conviction in PFF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — PFF

Based on 936 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PFF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
936 hedge funds hold PFF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
51 fewer hedge funds hold PFF compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 48% buying

439 buying472 selling
Last quarter: 472 funds reduced or exited vs 439 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new PFF position: 78 → 69 → 99 → 114. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

73% of holders stayed for 2+ years

■ 73% conviction (2yr+) ■ 15% medium ■ 12% new
679 out of 936 hedge funds have held PFF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

108 → 78 → 69 → 99 → 114 new funds/Q
New funds entering each quarter: 78 → 69 → 99 → 114. A growing number of institutions are discovering PFF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 73% of holders stayed 2+ years

■ 73% veterans ■ 11% 1-2yr ■ 15% new
Of 943 current holders: 690 (73%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
25 of 936 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in PFF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: PFF

How many hedge funds hold PFF — quarterly history vs. share price
Quarterly hedge fund ownership of PFF vs. share price

Market Analysis: PFF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PFF

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

64 top-rated funds 10 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: PFF
2026 Q1 Stats Unlock in 9 days 943 + Investors

Track Smart Money conviction in PFF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 943 929 1.51%
13F Shares 167M 176M -5.41%
Total Value $5.20B $5.56B -6.56%
New Positions 114 99 +15
Increased Positions 340 348 -8
Closed Positions 101 106 -5
Reduced Positions 377 344 +33
Total Calls 4 3 33.33%
Total Puts 4 5 -20.0%
PUT/CALL Ratio 1.0 1.67 Neutral

Statistics: PFF

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

943 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PFF. Verified SEC 13F-HR filings.

Top 25 institutional holders of PFF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fortress Financial Solutions, LLC 6.12% 193,089 $5.9M
2 Mountain Hill Investment Partners Corp. 5.45% 303,633 $9.2M
3 BARD ASSOCIATES INC 5.26% 691,884 $21.0M
4 FIRST INTERSTATE BANK 4.94% 2,899,087 $87.9M
5 Cornerstone Financial Group, LLC /NE/ 4.06% 201,189 $6.3M
6 Cordoba Advisory Partners LLC 4.02% 479,626 $14.5M
7 GREENBERG FINANCIAL GROUP 3.25% 259,622 $7.9M
8 SeaBridge Investment Advisors LLC 3.06% 595,897 $18.1M
9 Kentucky Trust Co 3.03% 190,380 $5.8M
10 Stronghold Wealth Management L.L.C. 2.90% 63,260 $1.9M
11 Arch Global Advisors, LLC 2.86% 180,811 $5.5M
12 Sagace Wealth Management LLC 2.59% 127,339 $3.9M
13 Farrow Financial, Inc. 2.56% 148,525 $4.5M
14 Brindle & Bay Financial Advisors, LLC 2.51% 135,117 $4.1M
15 Peoples Bank/KS 2.48% 81,260 $2.5M
16 WJ Financial Advisors LLC 2.42% 98,839 $3.0M
17 COLLECTIVE FAMILY OFFICE LLC 2.36% 345,299 $10.5M
18 Post Resch Tallon Group Inc. 2.29% 93,628 $2.8M
19 Infinity Wealth Counsel, LLC 2.22% 79,589 $2.4M
20 Freedom Day Solutions, LLC 2.18% 268,351 $8.1M
21 Graetz Wealth LLC 2.18% 80,588 $2.4M
22 GDS Wealth Management 1.92% 1,055,067 $32.0M
23 FUKOKU MUTUAL LIFE INSURANCE CO 1.90% 955,500 $29.0M
24 FELL CAPITAL MANAGEMENT /ADV 1.82% 62,784 $1.9M
25 CHESAPEAKE CAPITAL CORP /IL/ 1.80% 82,141 $2.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ISHARES TR (PFF)

What does the Smart Money Trend signal show for PFF?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PFF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PFF?

More sellers than buyers — 48% buying: Last quarter: 472 funds reduced or exited vs 439 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PFF holders?

Elite ownership — 45% AUM from top-100 funds: 25 of 936 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in PFF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PFF?

73% of holders stayed for 2+ years: 679 out of 936 hedge funds have held PFF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.