iShares Preferred & Income SPFFETF
13F holders, Q3 2024 (September 30)1,022holders +13
66new positions
52sold out
2famous investors
$33.22avg. 13F price*
At the end of Q3 2024, 1,022 institutions reported holding iShares Preferred & Income S (PFF) in their 13F filings, up 13 from Q2 2024. 66 opened new positions and 52 sold out. The largest holders were Bank of America Corp. ($811.0M), Morgan Stanley ($511.5M) and Wells Fargo & Company ($300.4M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $69.0M |
| Exits | 52 | $115.0M |
All 13F filers, Q2 2024 → Q3 2024: 13,863,277 shares bought and 12,289,375 shares sold, net +1,573,902 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,022 holders
| Bank of America Corp. | 0.07% | Add +2.2% | 24,405,771 | $811.0M |
| Morgan Stanley | 0.04% | Add +11.6% | 15,393,114 | $511.5M |
| Wells Fargo & Company | 0.07% | Add +8.6% | 9,040,965 | $300.4M |
| LPL Financial LLC | 0.11% | Add +10.0% | 7,173,549 | $238.4M |
| UBS Group AG | 0.05% | Reduce -7.4% | 5,884,445 | $195.5M |
| Envestnet Asset Management Inc. | 0.05% | Add +6.7% | 4,826,913 | $160.4M |
| Royal Bank of Canada | 0.04% | Add +2.2% | 4,774,400 | $158.7M |
| Mariner, LLC | 0.21% | Add +4.0% | 3,542,039 | $117.7M |
| BlackRock, Inc. | 0.00% | — | 3,086,610 | $102.6M |
| Ameriprise Financial Inc. | 0.02% | Reduce -0.8% | 2,415,668 | $80.3M |
| US Bancorp \de | 0.10% | Add +0.2% | 2,271,596 | $75.5M |
| Commonwealth Equity Services, LLC | 0.10% | Add +0.8% | 2,047,416 | $68.0M |
| Orgel Wealth Management, LLC | 1.49% | Add +1.2% | 1,787,482 | $59.4M |
| Truist Financial Corp. | 0.09% | Add +6.5% | 1,736,739 | $57.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.28% | Add +9.1% | 1,668,984 | $55.5M |
| First Interstate Bank | 3.33% | Add +0.6% | 1,651,210 | $54.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.4% | 1,639,702 | $54.5M |
| Deutsche Bank AG | 0.02% | No change | 1,555,525 | $51.7M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -2.7% | 1,542,394 | $51.3M |
| Janney Montgomery Scott LLC | 0.14% | Add +7.7% | 1,465,402 | $48.7M |
| JPMorgan Chase & Co. | 0.00% | Add +51.0% | 1,453,930 | $48.3M |
| Hilton Capital Management, LLC | 3.73% | Add +19.9% | 1,444,743 | $48.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +104.0% | 1,436,956 | $47.8M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +2.1% | 1,374,796 | $45.7M |
| Osaic Holdings, Inc. | 0.10% | Reduce -4.3% | 1,358,603 | $45.1M |
| Edge Wealth Management LLC | 8.87% | Reduce -2.1% | 1,329,986 | $44.2M |
| Rockefeller Capital Management L.P. | 0.11% | Reduce -14.4% | 1,236,217 | $41.1M |
| Fifth Third Bancorp | 0.15% | Reduce -1.1% | 1,212,473 | $40.3M |
| Dakota Wealth Management | 0.88% | Add +0.5% | 1,175,764 | $39.1M |
| Greenleaf Trust | 0.31% | Add +4.4% | 1,034,411 | $34.4M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +0.7% | 1,007,600 | $33.5M |
| Cetera Investment Advisers | 0.07% | Reduce -11.8% | 994,536 | $33.0M |
| Keybank National Association | 0.13% | Reduce -5.7% | 975,346 | $32.4M |
| Horizon Wealth Management, LLC | 6.24% | Add +5.7% | 941,411 | $31.3M |
| Stephens Inc. | 0.43% | Add +0.4% | 908,902 | $30.2M |
| HighTower Advisors, LLC | 0.04% | Add +15.7% | 871,752 | $29.0M |
| Baird Financial Group, Inc. | 0.05% | Add +2.6% | 844,582 | $28.1M |
| HRT Financial LP | 0.14% | New | 843,757 | $28.0M |
| Corient Private Wealth LP | 0.04% | Reduce -4.3% | 803,608 | $26.7M |
| Townsend & Associates, Inc | 2.72% | Add +5.8% | 803,290 | $26.5M |
| Raymond James & Associates | 0.02% | Add +10.4% | 796,751 | $26.5M |
| New York Life Investment Management LLC | 0.25% | Add +13.3% | 788,503 | $26.2M |
| Montis Financial, LLC | 9.19% | Reduce -0.3% | 778,191 | $25.9M |
| Sumitomo Mitsui Financial Group, Inc. | 0.56% | Add +4.2% | 744,091 | $24.7M |
| Jaffetilchin Investment Partners, LLC | 1.83% | Add +3.9% | 726,188 | $24.1M |
| Welch & Forbes LLC | 0.30% | Add +1.9% | 716,537 | $23.8M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +3.1% | 704,087 | $23.4M |
| Stifel Financial Corp. | 0.02% | Add +4.0% | 689,359 | $22.9M |
| Summit Financial Wealth Advisors, LLC | 4.29% | Add +2.7% | 688,097 | $22.9M |
| Insight Wealth Strategies, LLC | 3.00% | Reduce -29.6% | 685,279 | $22.8M |
| Falcon Wealth Planning | 2.53% | Reduce -3.3% | 647,091 | $21.5M |
| Robertson Stephens Wealth Management, LLC | 0.76% | Add +4373.0% | 617,585 | $20.5M |
| Westover Capital Advisors, LLC | 3.80% | Add +109.5% | 595,372 | $19.8M |
| Country Trust Bank | 0.46% | No change | 568,984 | $18.9M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.35% | No change | 567,500 | $18.9M |
| MML Investors Services, LLC | 0.07% | Add +7.3% | 563,561 | $18.7M |
| GDS Wealth Management | 1.81% | Add +12.4% | 558,595 | $18.6M |
| Kestra Advisory Services, LLC | 0.10% | Add +9.9% | 540,725 | $18.0M |
| Cerity Partners LLC | 0.04% | Add +4.5% | 535,148 | $17.8M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +231.1% | 520,000 | $17.3M |
| Fulton Breakefield Broenniman LLC | 1.16% | Add +1.5% | 499,710 | $16.6M |
| Citigroup Inc. | 0.02% | Add +0.9% | 487,404 | $16.2M |
| Pure Financial Advisors, LLC | 0.38% | Add +5.2% | 480,831 | $16.0M |
| Advisors Management Group Inc. | 3.73% | Add +4.0% | 475,688 | $15.8M |
| Sanctuary Advisors, LLC | 0.09% | Reduce -2.9% | 450,735 | $14.7M |
| First Citizens Bank & Trust Co. | 0.32% | Add +627.9% | 433,757 | $14.4M |
| Ocean Park Asset Management, LLC | 0.63% | Reduce -47.1% | 431,120 | $14.3M |
| Parkside Investments, LLC | 2.02% | Add +16.1% | 402,190 | $13.4M |
| Bank of Montreal | 0.01% | Reduce -13.6% | 391,250 | $13.1M |
| Conning Inc. | 0.45% | No change | 390,500 | $13.0M |
| Capital Square, LLC | 7.76% | Add +21.8% | 384,705 | $12.8M |
| Avantax Advisory Services, Inc. | 0.08% | Add +15.0% | 381,432 | $12.7M |
| Florida Trust Wealth Management Co | 0.40% | Reduce -11.8% | 372,805 | $12.4M |
| Strategic Wealth Investment Group, LLC | 1.33% | Add +34.0% | 372,248 | $12.4M |
| Marshall Wace, LLP | 0.02% | Reduce -20.7% | 362,600 | $12.0M |
| Ballast, Inc. | 3.40% | Add +0.7% | 360,643 | $12.0M |
| Synovus Financial Corp. | 0.13% | Reduce -3.3% | 345,838 | $11.5M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -7.0% | 345,836 | $11.5M |
| Northside Capital Management, LLC | 1.80% | Reduce -2.5% | 345,480 | $11.5M |
| SWAN Capital LLC | 5.59% | Add +52.3% | 342,098 | $11.4M |
| Good Life Advisors, LLC | 0.69% | Add +120.9% | 337,594 | $11.2M |
| Regal Investment Advisors LLC | 0.78% | Add +3.4% | 335,811 | $11.2M |
| AMG National Trust Bank | 0.30% | Add +6.1% | 329,332 | $10.9M |
| Spectrum Asset Management, Inc. | 19.15% | Add +0.6% | 319,263 | $10.6M |
| Atria Wealth Solutions, Inc. | 0.11% | Reduce -0.5% | 316,963 | $10.5M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +2.3% | 313,875 | $10.4M |
| Collective Family Office LLC | 2.61% | Reduce -1.2% | 288,665 | $9.6M |
| SP Asset Management LLC | 0.78% | Reduce -42.4% | 283,700 | $9.4M |
| Campbell Capital Management Inc. | 3.70% | Reduce -1.4% | 281,231 | $9.3M |
| Captrust Financial Advisors | 0.03% | Add +1.3% | 277,478 | $9.2M |
| NewEdge Advisors, LLC | 0.06% | Reduce -30.9% | 266,439 | $8.9M |
| Vantage Wealth | 1.91% | Add +0.2% | 266,200 | $8.8M |
| Private Advisor Group, LLC | 0.05% | Add +3.8% | 256,773 | $8.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.38% | Add +15.3% | 251,599 | $8.4M |
| Greenwood Capital Associates LLC | 1.04% | Add +1.5% | 240,002 | $8.0M |
| Alliancebernstein L.P. | 0.00% | Reduce 0.0% | 237,852 | $7.9M |
| Comerica Bank | 0.03% | Add +4.3% | 234,242 | $7.8M |
| Lido Advisors, LLC | 0.06% | Add +3.8% | 231,586 | $7.7M |
| Full Sail Capital, LLC | 0.48% | Add +0.1% | 227,073 | $7.5M |
| NorthCoast Asset Management LLC | 0.05% | Add +7.3% | 227,844 | $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.