Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (PFF)

954 + 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
↓ -25
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — PFF

Based on 963 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PFF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
963 funds currently hold this stock — 93% of the 3.0-year high of 1,036 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
50 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 — 49% buying

454 buying470 selling
Last quarter: 470 funds reduced or exited vs 454 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.
⚠️

Fewer new buyers each quarter (-33 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 74 → 107 → 123 → 90. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

72% of holders stayed for 2+ years

■ 72% conviction (2yr+) ■ 14% medium ■ 14% new
694 out of 963 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

81 → 74 → 107 → 123 → 90 new funds/Q
New funds entering each quarter: 74 → 107 → 123 → 90. A growing number of institutions are discovering PFF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 73% veterans vs 16% newcomers

■ 73% veterans ■ 11% 1-2yr ■ 16% new
Entry-cohort mix of 971 holders: 712 (73%) are 2+ year veterans, 107 entered 1–2 years ago, and 152 (16%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
32 of 962 holders are among the 100 largest funds by AUM, controlling 47% 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.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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.

Institutional Sentiment Summary — PFF

In 2026 Q1, 454 hedge funds were net buyers of PFF (90 opened a new position, 364 added to an existing one), while 470 reduced or exited (355 trimmed, 115 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 47% of total institutional value in PFF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -25 funds (more exits than new entries). Total institutional holders: 963.

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.

Is It Too Late to Buy Ishares Tr (PFF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PFF has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
PFF
+3.0%
SPY
+15.9%

PFF outperformed SPY by -12.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
PFF
+0.4%
SPY
+2.0%

Since the filing became public, PFF outperformed SPY by -1.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

40 top-rated funds 17 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: PFF
954 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 954 988 -3.44%
13F Shares 166M 175M -4.89%
Total Value $4.98B $5.45B -8.62%
New Positions 87 123 -36
Increased Positions 359 340 +19
Closed Positions 121 106 +15
Reduced Positions 351 389 -38
Total Calls 4 4 -
Total Puts 5 4 25.0%
PUT/CALL Ratio 1.25 1.0 Bearish

Statistics: PFF

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Institutional Holders (2026 Q1)

954 + investors

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

QUARTER:
Top 25 PFF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fortress Financial Solutions, LLC 6.12% 193,089 $5.9M
2 SWAN Capital LLC 5.62% 504,455 $15.3M
3 Mountain Hill Investment Partners Corp. 5.45% 303,633 $9.2M
4 Bard Associates Inc 5.26% 691,884 $21.0M
5 Risk Paradigm Group, LLC 5.25% 203,102 $6.2M
6 Glaxis Capital Management, LLC 5.13% 135,300 $4.1M
7 First Interstate Bank 4.94% 2,899,087 $87.9M
8 Cornerstone Financial Group, LLC /NE/ 4.06% 201,189 $6.3M
9 Cordoba Advisory Partners LLC 4.02% 479,626 $14.5M
10 Capital Square, LLC 3.39% 233,580 $7.4M
11 Greenberg Financial Group 3.25% 259,622 $7.9M
12 SeaBridge Investment Advisors LLC 3.06% 595,897 $18.1M
13 Kentucky Trust Co 3.03% 190,380 $5.8M
14 Ballast, Inc. 3.00% 428,201 $13.0M
15 Summit Financial Wealth Advisors, LLC 2.91% 676,190 $20.5M
16 Stronghold Wealth Management L.L.C. 2.90% 63,260 $1.9M
17 Arch Global Advisors, LLC 2.86% 180,811 $5.5M
18 Sagace Wealth Management LLC 2.59% 127,339 $3.9M
19 Farrow Financial, Inc. 2.56% 148,525 $4.5M
20 Brindle & Bay Financial Advisors, LLC 2.51% 135,117 $4.1M
21 Peoples Bank/KS 2.48% 81,260 $2.5M
22 WJ Financial Advisors LLC 2.42% 98,839 $3.0M
23 Collective Family Office LLC 2.36% 345,299 $10.5M
24 Post Resch Tallon Group Inc. 2.29% 93,628 $2.8M
25 Infinity Wealth Counsel, LLC 2.22% 79,589 $2.4M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PFF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PFF?

More sellers than buyers — 49% buying: Last quarter: 470 funds reduced or exited vs 454 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 — 47% AUM from top-100 funds: 32 of 962 holders are among the 100 largest funds by AUM, controlling 47% 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?

72% of holders stayed for 2+ years: 694 out of 963 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.

Is it too late to buy Ishares Tr (PFF) following the 2026 Q1 hedge fund 13F filings?

As of today, PFF has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -1.6%. Since the quarter end (March 31, 2026), PFF has gained +3.0% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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