iShares Preferred & Income SPFFETF
13F holders, Q1 2024 (March 31)1,045holders
3famous investors
$32.22avg. 13F price*
At the end of Q1 2024, 1,045 institutions reported holding iShares Preferred & Income S (PFF) in their 13F filings. The largest holders were Bank of America Corp. ($724.6M), Morgan Stanley ($443.8M) and Wells Fargo & Company ($251.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Preferred & Income S
- CUSIP
- 464288687
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $154.7M |
| Exits | 74 | $69.5M |
Ownership 1,045 holders
| Bank of America Corp. | 0.07% | Add +15.2% | 22,482,268 | $724.6M |
| Morgan Stanley | 0.04% | Reduce -4.2% | 13,768,274 | $443.8M |
| Wells Fargo & Company | 0.07% | Add +9.3% | 7,793,474 | $251.2M |
| LPL Financial LLC | 0.12% | Add +21.3% | 6,702,981 | $216.0M |
| UBS Group AG | 0.07% | Add +0.7% | 6,333,200 | $204.1M |
| JPMorgan Chase & Co. | 0.02% | Add +406.3% | 5,627,657 | $181.4M |
| Envestnet Asset Management Inc. | 0.06% | Add +5.5% | 4,822,164 | $155.4M |
| Royal Bank of Canada | 0.04% | Add +22.4% | 4,584,105 | $147.7M |
| Goldman Sachs Group Inc. | 0.03% | Add +254.0% | 3,703,697 | $119.4M |
| Mariner, LLC | 0.24% | Add +6.6% | 3,613,977 | $116.5M |
| BlackRock Inc. | 0.00% | Add +31.2% | 3,209,464 | $103.4M |
| Rockefeller Capital Management L.P. | 0.24% | Add +9.3% | 2,595,196 | $83.6M |
| Ameriprise Financial Inc. | 0.02% | Add +13.6% | 2,574,233 | $82.9M |
| Cohen & Steers, Inc. | 0.17% | Reduce -54.3% | 2,535,014 | $81.7M |
| US Bancorp \de | 0.11% | Add +3.4% | 2,460,959 | $79.3M |
| Ocean Park Asset Management, LLC | 3.24% | Add +13.4% | 2,132,163 | $68.7M |
| Commonwealth Equity Services, LLC | 0.11% | Add +1.9% | 2,020,862 | $65.1M |
| Orgel Wealth Management, LLC | 1.61% | Reduce -0.9% | 1,821,736 | $58.7M |
| Truist Financial Corp. | 0.08% | Add +2.7% | 1,700,440 | $54.8M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -30.6% | 1,641,374 | $52.9M |
| First Interstate Bank | 3.60% | Add +13.5% | 1,612,068 | $52.0M |
| HRT Financial LP | 0.32% | New | 1,606,364 | $51.8M |
| Deutsche Bank AG | 0.02% | Add +0.2% | 1,557,195 | $50.2M |
| Osaic Holdings, Inc. | 0.10% | Reduce -6.4% | 1,457,426 | $47.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.06% | Add +8.3% | 1,440,629 | $46.4M |
| Charles Schwab Investment Advisory, Inc. | 0.06% | New | 1,399,411 | $45.1M |
| Janney Montgomery Scott LLC | 0.13% | Reduce -7.3% | 1,391,966 | $44.9M |
| Edge Wealth Management LLC | 9.41% | Reduce -1.0% | 1,389,103 | $44.8M |
| TRUE Private Wealth Advisors | 5.10% | Add +15.0% | 1,378,133 | $44.4M |
| Cetera Investment Advisers | 0.10% | Add +333.5% | 1,264,149 | $40.7M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +38.2% | 1,256,776 | $40.5M |
| Fifth Third Bancorp | 0.15% | Reduce -7.9% | 1,224,476 | $39.5M |
| Dakota Wealth Management | 0.94% | Add +2.2% | 1,169,461 | $37.7M |
| Hilton Capital Management, LLC | 3.28% | Reduce -3.4% | 1,134,864 | $36.6M |
| Keybank National Association | 0.14% | Reduce -3.9% | 1,067,812 | $34.4M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +1.9% | 1,027,089 | $33.1M |
| Insight Wealth Strategies, LLC | 4.54% | Add +1.2% | 960,018 | $30.9M |
| Greenleaf Trust | 0.29% | Add +32.2% | 958,520 | $30.9M |
| SG Americas Securities, LLC | 0.16% | No change | 924,696 | $29.8M |
| Stephens Inc. | 0.46% | Add +1.0% | 914,921 | $29.5M |
| SVB Wealth LLC | 0.59% | Reduce -2.6% | 825,416 | $26.6M |
| Baird Financial Group, Inc. | 0.05% | Reduce -4.0% | 788,527 | $25.4M |
| Corient Private Wealth LP | 0.05% | Reduce -4.4% | 787,836 | $25.4M |
| Montis Financial, LLC | 11.83% | Add +145.4% | 772,390 | $24.9M |
| Sumitomo Mitsui Financial Group, Inc. | 0.72% | Reduce -7.9% | 720,511 | $23.2M |
| Townsend & Associates, Inc | 2.71% | Add +2.4% | 740,256 | $23.2M |
| Welch & Forbes LLC | 0.30% | Reduce -0.6% | 684,818 | $22.1M |
| Raymond James & Associates | 0.01% | Reduce -28.6% | 672,958 | $21.7M |
| Jaffetilchin Investment Partners, LLC | 1.93% | Add +170.8% | 668,653 | $21.6M |
| Stifel Financial Corp. | 0.02% | Add +11.0% | 661,111 | $21.3M |
| Summit Financial Wealth Advisors, LLC | 4.24% | Add +7.3% | 648,743 | $20.9M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +1.6% | 614,437 | $19.8M |
| CW Advisors, LLC | 0.34% | Reduce -6.7% | 612,575 | $19.7M |
| HighTower Advisors, LLC | 0.03% | Add +8.4% | 604,579 | $19.5M |
| MML Investors Services, LLC | 0.08% | Add +3.7% | 575,022 | $18.5M |
| Marshall Wace, LLP | 0.03% | Add +39.0% | 570,200 | $18.4M |
| Country Trust Bank | 0.48% | No change | 568,984 | $18.3M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.44% | No change | 567,500 | $18.3M |
| Bank of Montreal | 0.01% | Add +5.3% | 526,779 | $17.1M |
| Cerity Partners LLC | 0.04% | Add +8.8% | 506,592 | $16.3M |
| SP Asset Management LLC | 1.50% | Reduce -23.2% | 500,030 | $16.1M |
| Tobias Financial Advisors, Inc. | 3.55% | Add +2.6% | 486,174 | $15.7M |
| Fulton Breakefield Broenniman LLC | 1.20% | Add +3.9% | 485,134 | $15.6M |
| Falcon Wealth Planning | 2.35% | Add +23.6% | 459,917 | $14.8M |
| Citigroup Inc. | 0.02% | Add +9.3% | 443,416 | $14.3M |
| Advisors Management Group Inc. | 3.50% | Add +3.4% | 437,514 | $14.1M |
| Pure Financial Advisors, LLC | 0.43% | Add +6.5% | 431,286 | $13.9M |
| Kestra Advisory Services, LLC | 0.09% | Add +7.0% | 429,218 | $13.8M |
| Florida Trust Wealth Management Co | 0.47% | Reduce -13.5% | 428,277 | $13.8M |
| GDS Wealth Management | 1.61% | Add +17.4% | 426,622 | $13.8M |
| Rebalance, LLC | 1.10% | Reduce -4.6% | 413,676 | $13.3M |
| Mercer Global Advisors Inc. | 0.04% | Add +15.5% | 391,715 | $12.6M |
| Conning Inc. | 0.43% | No change | 390,500 | $12.6M |
| Diversify Advisory Services, LLC | 0.73% | — | 388,376 | $12.5M |
| Hilltop Holdings Inc. | 1.34% | Add +251.5% | 373,670 | $12.0M |
| Synovus Financial Corp. | 0.15% | Add +3.4% | 364,485 | $11.7M |
| Northside Capital Management, LLC | 2.04% | Reduce -13.0% | 354,284 | $11.4M |
| Ballast, Inc. | 3.44% | Add +3.5% | 338,194 | $10.9M |
| Atria Wealth Solutions, Inc. | 0.12% | Add +6.6% | 334,740 | $10.8M |
| Davidson Investment Advisors | 0.55% | Add +12.9% | 330,246 | $10.6M |
| Capstone Investment Advisors, LLC | 0.37% | Add +7.8% | 329,801 | $10.6M |
| Regal Investment Advisors LLC | 0.70% | Reduce -2.7% | 318,443 | $10.3M |
| Parkside Investments, LLC | 1.57% | Reduce -1.0% | 307,967 | $9.9M |
| Captrust Financial Advisors | 0.04% | Reduce -4.6% | 307,047 | $9.9M |
| Avantax Advisory Services, Inc. | 0.09% | Add +26.9% | 300,988 | $9.7M |
| Collective Family Office LLC | 3.11% | Reduce -3.5% | 297,074 | $9.6M |
| Westover Capital Advisors, LLC | 2.79% | Add +2.5% | 296,168 | $9.5M |
| NewEdge Advisors, LLC | 0.08% | Add +22.9% | 294,873 | $9.5M |
| Capital Square, LLC | 6.39% | New | 280,733 | $9.0M |
| Clark Capital Management Group, Inc. | 0.07% | Add +55.3% | 272,853 | $8.8M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +20.7% | 270,014 | $8.7M |
| Jane Street Group, LLC | 0.01% | Add +2107.8% | 267,214 | $8.6M |
| Spectrum Asset Management, Inc. | 16.31% | Add +18.2% | 263,268 | $8.5M |
| Vantage Wealth | 1.91% | Reduce -12.1% | 253,900 | $8.2M |
| Private Advisor Group, LLC | 0.06% | Add +16.2% | 251,265 | $8.1M |
| Sowa Financial Group, Inc. | 6.51% | No change | 255,614 | $8.0M |
| Focus Partners Wealth | 0.06% | Add +1022.3% | 245,889 | $7.9M |
| NewEdge Wealth, LLC | 0.18% | Reduce -6.5% | 252,168 | $7.9M |
| Angeles Wealth Management, LLC | 0.78% | Add +10.0% | 240,390 | $7.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -6.7% | 234,353 | $7.6M |
"% of holder's portfolio" is PFF's weight in each manager's 13F, not the share of iShares Preferred & Income S the manager owns.