iShares Preferred & Income SPFFETF

13F holders, Q4 2024 (December 31)
1,067holders +45
62new positions
69sold out
3famous investors
$31.45avg. 13F price*

At the end of Q4 2024, 1,067 institutions reported holding iShares Preferred & Income S (PFF) in their 13F filings, up 45 from Q3 2024. 62 opened new positions and 69 sold out. The largest holders were Bank of America Corp. ($802.6M), Morgan Stanley ($516.9M) and Wells Fargo & Company ($322.4M). 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 Israel Englander (0.0% of Millennium Management's portfolio).

Company
iShares Preferred & Income S
CUSIP
464288687
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions62$120.1M
Exits69$152.9M

All 13F filers, Q3 2024 → Q4 2024: 15,704,010 shares bought and 11,540,060 shares sold, net +4,163,950 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,067 holders

Bank of America Corp. 0.07% Add +4.6% 25,528,125 $802.6M
Morgan Stanley 0.04% Add +6.8% 16,441,162 $516.9M
Wells Fargo & Company 0.08% Add +13.4% 10,254,183 $322.4M
LPL Financial LLC 0.11% Add +17.8% 8,451,693 $265.7M
UBS Group AG 0.04% Add +0.1% 5,892,826 $185.3M
Royal Bank of Canada 0.03% Add +1.7% 4,856,855 $152.7M
Envestnet Asset Management Inc. 0.05% Reduce -0.8% 4,788,572 $150.6M
Mariner, LLC 0.19% Add +2.4% 3,627,357 $114.0M
BlackRock, Inc. 0.00% Reduce -14.2% 2,649,520 $83.3M
Raymond James Financial Inc. 0.03% — 2,409,945 $75.8M
Ameriprise Financial Inc. 0.02% Reduce -6.4% 2,260,731 $72.4M
US Bancorp \de 0.09% Reduce -1.3% 2,241,337 $70.5M
JPMorgan Chase & Co. 0.01% Add +42.5% 2,071,639 $65.1M
Commonwealth Equity Services, LLC 0.09% Reduce -1.4% 2,018,545 $63.5M
Cliftonlarsonallen Wealth Advisors, LLC 1.09% Add +7.6% 1,795,892 $56.5M
Truist Financial Corp. 0.09% Add +1.3% 1,759,697 $55.3M
Charles Schwab Investment Management Inc. 0.01% Add +4.2% 1,708,810 $53.7M
First Interstate Bank 3.19% Add +1.4% 1,674,207 $52.6M
Rockefeller Capital Management L.P. 0.13% Add +27.1% 1,570,761 $49.4M
Janney Montgomery Scott LLC 0.14% Add +6.2% 1,555,758 $48.9M
Deutsche Bank AG 0.02% Reduce -0.0% 1,555,375 $48.9M
Northwestern Mutual Wealth Management Co. 0.04% Reduce -4.8% 1,468,424 $46.2M
Hilton Capital Management, LLC 3.73% Reduce -5.0% 1,372,795 $43.2M
Edge Wealth Management LLC 8.31% Reduce -1.9% 1,305,247 $41.0M
Fifth Third Bancorp 0.14% Reduce -1.8% 1,190,393 $37.4M
Dakota Wealth Management 0.84% Reduce -1.2% 1,162,173 $36.5M
Greenleaf Trust 0.31% Add +4.9% 1,085,296 $34.1M
Osaic Holdings, Inc. 0.08% Reduce -21.3% 1,069,957 $33.6M
Cetera Investment Advisers 0.07% Add +4.8% 1,042,174 $32.8M
Wealth Enhancement Advisory Services, LLC 0.06% Add +1.3% 1,020,932 $32.1M
HighTower Advisors, LLC 0.04% Add +7.2% 934,739 $29.4M
MAI Capital Management 0.21% New 911,580 $28.7M
Stephens Inc. 0.39% Reduce -1.7% 893,444 $28.1M
Baird Financial Group, Inc. 0.05% Add +1.7% 858,762 $27.0M
Townsend & Associates, Inc 2.70% Add +2.2% 821,173 $26.4M
Sumitomo Mitsui Financial Group, Inc. 0.33% Add +5.5% 784,978 $24.7M
Montis Financial, LLC 7.52% Reduce -0.5% 774,472 $24.3M
Goldman Sachs Group Inc. 0.00% Reduce -47.4% 755,882 $23.8M
New York Life Investment Management LLC 0.23% Reduce -4.2% 755,053 $23.7M
Stifel Financial Corp. 0.02% Add +8.7% 749,354 $23.6M
Jaffetilchin Investment Partners, LLC 1.68% Add +1.6% 738,196 $23.2M
Keybank National Association 0.09% Reduce -25.2% 729,235 $22.9M
Summit Financial Wealth Advisors, LLC 4.27% Add +0.9% 694,481 $21.8M
Cambridge Investment Research Advisors, Inc. 0.07% Reduce -2.9% 683,449 $21.5M
Corient Private Wealth LP 0.04% Reduce -15.5% 679,367 $21.4M
Insight Wealth Strategies, LLC 2.86% Reduce -0.9% 678,900 $21.3M
Welch & Forbes LLC 0.26% Reduce -8.8% 653,626 $20.6M
SVB Wealth LLC 0.37% New 636,280 $20.0M
MML Investors Services, LLC 0.07% Add +12.2% 632,049 $19.9M
GDS Wealth Management 1.79% Add +11.6% 623,570 $19.6M
Quadrature Capital Ltd 0.38% New 597,925 $18.8M
Cerity Partners LLC 0.04% Add +10.1% 589,228 $18.5M
Susquehanna International Group, LLP 0.03% Add +321.9% 588,376 $18.5M
Country Trust Bank 0.45% No change 568,984 $17.9M
FUKOKU MUTUAL LIFE INSURANCE Co 1.28% No change 567,500 $17.8M
Citigroup Inc. 0.02% Add +11.1% 541,414 $17.0M
Pure Financial Advisors, LLC 0.36% Add +4.3% 501,245 $15.8M
Envestnet Portfolio Solutions, Inc. 0.05% Reduce -4.5% 496,410 $15.6M
Advisors Management Group Inc. 3.66% Add +3.4% 491,787 $15.5M
Robertson Stephens Wealth Management, LLC 0.54% Reduce -22.1% 480,786 $15.1M
Marshall Wace, LLP 0.02% Add +30.2% 472,000 $14.8M
Kestra Advisory Services, LLC 0.08% Reduce -13.0% 470,584 $14.8M
Fulton Breakefield Broenniman LLC 1.02% Reduce -9.0% 454,915 $14.3M
Mercer Global Advisors Inc. 0.03% Add +29.0% 446,002 $14.0M
Sequoia Financial Advisors, LLC 0.13% Add +517.5% 440,917 $13.9M
Sanctuary Advisors, LLC 0.09% Reduce -5.5% 425,908 $13.7M
Parkside Investments, LLC 2.04% Add +7.9% 433,799 $13.6M
Capital Square, LLC 7.61% Add +8.6% 417,615 $13.4M
First Citizens Bank & Trust Co. 0.24% Reduce -2.5% 422,887 $13.3M
SWAN Capital LLC 6.32% Add +20.5% 412,190 $13.0M
Conning Inc. 0.45% No change 390,500 $12.3M
Jane Street Group, LLC 0.02% Add +608.3% 381,204 $12.0M
Avantax Advisory Services, Inc. 0.07% Reduce -1.6% 375,150 $11.8M
SBI Securities Co., Ltd. 0.36% — 368,349 $11.6M
Atria Wealth Solutions, Inc. 0.12% Add +14.2% 362,010 $11.4M
Bank of Montreal 0.01% Reduce -8.5% 358,133 $11.3M
Northside Capital Management, LLC 2.97% Add +2.8% 355,075 $11.2M
Florida Trust Wealth Management Co 0.35% Reduce -5.9% 350,693 $11.0M
Strategic Wealth Investment Group, LLC 0.61% Reduce -5.9% 350,151 $11.0M
NewEdge Advisors, LLC 0.07% Add +30.9% 348,733 $11.0M
AMG National Trust Bank 0.30% Add +4.5% 344,270 $10.8M
Steward Partners Investment Advisory, LLC 0.10% Add +9.0% 342,213 $10.8M
Horizon Wealth Management, LLC 1.86% Reduce -63.9% 339,738 $10.7M
Cohen & Steers, Inc. 0.02% Add +1468.7% 337,181 $10.6M
Regal Investment Advisors LLC 0.76% Reduce -4.1% 322,066 $10.1M
Westover Capital Advisors, LLC 2.17% Reduce -47.2% 314,182 $9.9M
Synovus Financial Corp. 0.13% Reduce -9.3% 313,840 $9.9M
Focus Partners Wealth 0.02% Add +634.2% 304,591 $9.6M
Collective Family Office LLC 2.61% Add +4.7% 302,099 $9.5M
Vantage Wealth 1.92% Add +6.5% 283,450 $8.9M
Spectrum Asset Management, Inc. 9.17% Reduce -12.0% 280,849 $8.8M
Campbell Capital Management Inc. 3.41% Reduce -1.4% 277,222 $8.7M
Captrust Financial Advisors 0.02% Reduce -0.3% 276,667 $8.7M
Gerber Kawasaki Wealth & Investment Management 0.37% Add +8.5% 272,917 $8.6M
Ballast, Inc. 2.33% Reduce -28.0% 259,517 $8.2M
SP Asset Management LLC 0.67% Reduce -10.3% 254,411 $8.0M
Private Advisor Group, LLC 0.04% Reduce -1.5% 253,028 $8.0M
Citadel Advisors 0.01% Add +6162.0% 247,976 $7.8M
D.A. Davidson & Co. 0.06% Add +15.1% 247,216 $7.8M
Jones Financial Companies LLLP 0.01% Add +110.8% 231,504 $7.3M

"% of holder's portfolio" is PFF's weight in each manager's 13F, not the share of iShares Preferred & Income S the manager owns.

Show all 1,067 holders