iShares Preferred & Income SPFFETF
13F holders, Q2 2024 (June 30)1,009holders −36
59new positions
94sold out
3famous investors
$31.35avg. 13F price*
At the end of Q2 2024, 1,009 institutions reported holding iShares Preferred & Income S (PFF) in their 13F filings, down 36 from Q1 2024. 59 opened new positions and 94 sold out. The largest holders were Bank of America Corp. ($753.2M), Morgan Stanley ($435.3M) and Wells Fargo & Company ($262.7M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $156.5M |
| Exits | 94 | $147.6M |
All 13F filers, Q1 2024 → Q2 2024: 13,790,859 shares bought and 22,144,187 shares sold, net −8,353,328 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,009 holders
| Bank of America Corp. | 0.07% | Add +6.2% | 23,871,884 | $753.2M |
| Morgan Stanley | 0.03% | Add +0.2% | 13,798,393 | $435.3M |
| Wells Fargo & Company | 0.07% | Add +6.8% | 8,325,925 | $262.7M |
| LPL Financial LLC | 0.10% | Reduce -2.7% | 6,521,938 | $205.8M |
| UBS Group AG | 0.06% | Add +0.3% | 6,354,573 | $200.5M |
| Royal Bank of Canada | 0.04% | Add +1.9% | 4,672,115 | $147.4M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -6.2% | 4,522,311 | $142.7M |
| Mariner, LLC | 0.21% | Reduce -5.7% | 3,407,574 | $107.5M |
| BlackRock Inc. | 0.00% | Reduce -3.5% | 3,097,448 | $97.7M |
| Ameriprise Financial Inc. | 0.02% | Reduce -5.4% | 2,434,728 | $76.8M |
| US Bancorp \de | 0.10% | Reduce -7.9% | 2,266,977 | $71.5M |
| Commonwealth Equity Services, LLC | 0.10% | Add +0.5% | 2,031,373 | $64.1M |
| Orgel Wealth Management, LLC | 1.50% | Reduce -3.0% | 1,766,779 | $55.7M |
| First Interstate Bank | 3.44% | Add +1.8% | 1,641,062 | $51.8M |
| Truist Financial Corp. | 0.08% | Reduce -4.1% | 1,630,129 | $51.4M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -3.4% | 1,585,883 | $50.0M |
| Charles Schwab Investment Management Inc. | 0.01% | New | 1,555,917 | $49.1M |
| Deutsche Bank AG | 0.02% | Reduce -0.1% | 1,555,525 | $49.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.03% | Add +6.2% | 1,529,686 | $48.3M |
| Rockefeller Capital Management L.P. | 0.13% | Reduce -44.3% | 1,444,553 | $45.6M |
| Osaic Holdings, Inc. | 0.11% | Reduce -2.6% | 1,419,513 | $44.8M |
| Janney Montgomery Scott LLC | 0.13% | Reduce -2.3% | 1,360,632 | $42.9M |
| Edge Wealth Management LLC | 9.02% | Reduce -2.2% | 1,358,252 | $42.9M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +7.1% | 1,346,037 | $42.5M |
| Fifth Third Bancorp | 0.15% | Add +0.1% | 1,225,434 | $38.7M |
| Hilton Capital Management, LLC | 3.21% | Add +6.2% | 1,205,082 | $38.0M |
| Dakota Wealth Management | 0.87% | Add +0.0% | 1,169,490 | $36.9M |
| Cetera Investment Advisers | 0.08% | Reduce -10.8% | 1,127,678 | $35.6M |
| Keybank National Association | 0.13% | Reduce -3.1% | 1,034,129 | $32.6M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -2.6% | 1,000,530 | $31.6M |
| Cohen & Steers, Inc. | 0.07% | Reduce -60.6% | 997,941 | $31.5M |
| Greenleaf Trust | 0.30% | Add +3.4% | 990,792 | $31.3M |
| Insight Wealth Strategies, LLC | 4.37% | Add +1.4% | 973,190 | $30.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -82.9% | 962,925 | $30.4M |
| Redwood Investment Management, LLC | 2.53% | New | 929,143 | $29.3M |
| SG Americas Securities, LLC | 0.19% | No change | 924,696 | $29.2M |
| Stephens Inc. | 0.44% | Reduce -1.0% | 905,630 | $28.6M |
| Horizon Wealth Management, LLC | 6.70% | New | 890,901 | $28.1M |
| TRUE Private Wealth Advisors | 3.17% | Reduce -35.5% | 888,366 | $28.0M |
| Corient Private Wealth LP | 0.05% | Add +6.6% | 839,791 | $26.5M |
| Baird Financial Group, Inc. | 0.05% | Add +4.4% | 823,419 | $26.0M |
| Ocean Park Asset Management, LLC | 1.22% | Reduce -61.8% | 814,436 | $25.7M |
| Montis Financial, LLC | 11.29% | Add +1.0% | 780,423 | $24.6M |
| Townsend & Associates, Inc | 2.68% | Add +2.5% | 759,024 | $24.1M |
| HighTower Advisors, LLC | 0.04% | Add +24.6% | 753,568 | $23.8M |
| SVB Wealth LLC | 0.58% | Reduce -9.9% | 744,062 | $23.5M |
| Raymond James & Associates | 0.01% | Add +7.2% | 721,630 | $22.8M |
| Sumitomo Mitsui Financial Group, Inc. | 0.70% | Reduce -0.9% | 714,106 | $22.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -81.0% | 704,328 | $22.2M |
| Welch & Forbes LLC | 0.29% | Add +2.7% | 703,013 | $22.1M |
| Jaffetilchin Investment Partners, LLC | 1.88% | Add +4.5% | 698,831 | $22.0M |
| New York Life Investment Management LLC | 0.22% | Add +3689.2% | 695,651 | $21.9M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +11.1% | 682,637 | $21.5M |
| Summit Financial Wealth Advisors, LLC | 4.28% | Add +3.3% | 669,855 | $21.1M |
| Falcon Wealth Planning | 2.74% | Add +45.5% | 669,242 | $21.1M |
| Stifel Financial Corp. | 0.02% | Add +0.3% | 663,011 | $20.9M |
| Country Trust Bank | 0.45% | No change | 568,984 | $18.0M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.38% | No change | 567,500 | $17.9M |
| MML Investors Services, LLC | 0.07% | Reduce -8.7% | 525,074 | $16.6M |
| Cerity Partners LLC | 0.04% | Add +1.1% | 512,201 | $16.2M |
| Centiva Capital, LP | 0.77% | New | 500,000 | $15.8M |
| GDS Wealth Management | 1.72% | Add +16.5% | 496,898 | $15.7M |
| Focus Partners Wealth | 0.05% | Add +100.7% | 493,546 | $15.6M |
| SP Asset Management LLC | 1.42% | Reduce -1.4% | 492,797 | $15.5M |
| Fulton Breakefield Broenniman LLC | 1.15% | Add +1.5% | 492,518 | $15.5M |
| Citigroup Inc. | 0.01% | Add +9.0% | 483,151 | $15.2M |
| Kestra Advisory Services, LLC | 0.08% | Add +14.6% | 491,855 | $15.0M |
| Sanctuary Advisors, LLC | 0.10% | — | 464,104 | $14.4M |
| Advisors Management Group Inc. | 3.60% | Add +4.5% | 457,283 | $14.4M |
| Pure Financial Advisors, LLC | 0.40% | Add +6.0% | 457,240 | $14.4M |
| Marshall Wace, LLP | 0.02% | Reduce -19.9% | 457,000 | $14.4M |
| Bank of Montreal | 0.00% | Reduce -14.1% | 452,684 | $14.3M |
| Florida Trust Wealth Management Co | 0.46% | Reduce -1.3% | 422,566 | $13.3M |
| Conning Inc. | 0.46% | No change | 390,500 | $12.3M |
| NewEdge Advisors, LLC | 0.09% | Add +30.7% | 385,392 | $12.2M |
| Jane Street Group, LLC | 0.01% | Add +40.8% | 376,126 | $11.9M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -5.0% | 371,998 | $11.7M |
| Ballast, Inc. | 3.48% | Add +5.9% | 358,289 | $11.3M |
| Synovus Financial Corp. | 0.15% | Reduce -1.9% | 357,646 | $11.3M |
| Northside Capital Management, LLC | 1.92% | Add +0.0% | 354,334 | $11.2M |
| Parkside Investments, LLC | 1.72% | Add +12.5% | 346,428 | $10.9M |
| Davidson Investment Advisors | 0.55% | Add +2.4% | 338,202 | $10.7M |
| Avantax Advisory Services, Inc. | 0.07% | Add +10.2% | 331,571 | $10.5M |
| Regal Investment Advisors LLC | 0.68% | Add +2.0% | 324,892 | $10.3M |
| Capital Square, LLC | 6.55% | Add +12.5% | 315,807 | $10.1M |
| Atria Wealth Solutions, Inc. | 0.11% | Reduce -4.9% | 318,396 | $10.0M |
| Spectrum Asset Management, Inc. | 43.68% | Add +20.5% | 317,263 | $10.0M |
| AMG National Trust Bank | 0.27% | Add +60.4% | 310,431 | $9.8M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +13.6% | 306,765 | $9.7M |
| Collective Family Office LLC | 2.71% | Reduce -1.7% | 292,148 | $9.2M |
| Campbell Capital Management Inc. | 3.87% | New | 285,256 | $9.0M |
| Westover Capital Advisors, LLC | 2.31% | Reduce -4.1% | 284,135 | $9.0M |
| Strategic Wealth Investment Group, LLC | 1.10% | — | 277,732 | $8.7M |
| Hilltop Holdings Inc. | 1.01% | Reduce -26.4% | 274,822 | $8.7M |
| Captrust Financial Advisors | 0.03% | Reduce -10.8% | 273,891 | $8.6M |
| Vantage Wealth | 1.93% | Add +4.7% | 265,700 | $8.4M |
| NewEdge Wealth, LLC | 0.17% | Reduce -0.2% | 251,716 | $7.9M |
| Private Advisor Group, LLC | 0.05% | Reduce -1.5% | 247,449 | $7.8M |
| Angeles Wealth Management, LLC | 0.72% | Add +0.7% | 242,150 | $7.6M |
| Alliancebernstein L.P. | 0.00% | Add +1.5% | 237,853 | $7.5M |
"% of holder's portfolio" is PFF's weight in each manager's 13F, not the share of iShares Preferred & Income S the manager owns.