iShares Preferred & Income SPFFETF
13F holders, Q4 2024 (December 31)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $120.1M |
| Exits | 69 | $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.