iShares Preferred & Income SPFFETF
13F holders, Q1 2025 (March 31)1,025holders −42
57new positions
91sold out
2famous investors
$30.72avg. 13F price*
At the end of Q1 2025, 1,025 institutions reported holding iShares Preferred & Income S (PFF) in their 13F filings, down 42 from Q4 2024. 57 opened new positions and 91 sold out. The largest holders were Bank of America Corp. ($760.4M), Morgan Stanley ($504.9M) and Wells Fargo & Company ($326.1M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Preferred & Income S
- CUSIP
- 464288687
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $120.0M |
| Exits | 91 | $116.7M |
All 13F filers, Q4 2024 → Q1 2025: 11,208,346 shares bought and 12,864,936 shares sold, net −1,656,590 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,025 holders
| Bank of America Corp. | 0.07% | Reduce -3.1% | 24,745,948 | $760.4M |
| Morgan Stanley | 0.04% | Reduce -0.1% | 16,431,760 | $504.9M |
| Wells Fargo & Company | 0.08% | Add +3.5% | 10,610,468 | $326.1M |
| LPL Financial LLC | 0.10% | Reduce -3.7% | 8,135,980 | $250.0M |
| UBS Group AG | 0.04% | Reduce -0.0% | 5,892,159 | $181.1M |
| Royal Bank of Canada | 0.03% | Add +1.9% | 4,951,369 | $152.2M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -0.1% | 4,781,681 | $146.9M |
| Mariner, LLC | 0.19% | Add +2.6% | 3,723,189 | $114.4M |
| First Interstate Bank | 5.52% | Add +79.7% | 3,009,036 | $92.5M |
| BlackRock, Inc. | 0.00% | Add +6.8% | 2,829,013 | $86.9M |
| US Bancorp \de | 0.09% | Reduce -2.2% | 2,192,452 | $67.4M |
| Raymond James Financial Inc. | 0.02% | Reduce -14.2% | 2,067,604 | $63.5M |
| Commonwealth Equity Services, LLC | 0.09% | Add +2.0% | 2,059,144 | $63.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.08% | Add +4.9% | 1,884,697 | $57.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +7.2% | 1,831,323 | $56.3M |
| Truist Financial Corp. | 0.09% | Add +2.9% | 1,811,343 | $55.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -20.6% | 1,796,042 | $55.4M |
| Rockefeller Capital Management L.P. | 0.13% | Add +9.3% | 1,717,233 | $52.8M |
| Deutsche Bank AG | 0.02% | Reduce -0.1% | 1,554,505 | $47.8M |
| Janney Montgomery Scott LLC | 0.14% | Reduce -0.1% | 1,553,463 | $47.7M |
| Hilton Capital Management, LLC | 3.68% | Add +2.7% | 1,409,920 | $43.3M |
| Fifth Third Bancorp | 0.16% | Add +12.1% | 1,334,055 | $41.0M |
| Edge Wealth Management LLC | 8.12% | Reduce -0.1% | 1,303,415 | $40.1M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -12.6% | 1,283,528 | $39.4M |
| Osaic Holdings, Inc. | 0.09% | Add +16.3% | 1,244,162 | $38.2M |
| Cetera Investment Advisers | 0.07% | Add +11.3% | 1,160,157 | $35.7M |
| Greenleaf Trust | 0.32% | Add +4.8% | 1,137,401 | $35.0M |
| Dakota Wealth Management | 0.79% | Reduce -5.3% | 1,100,612 | $33.8M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +3.0% | 1,051,535 | $32.3M |
| HRT Financial LP | 0.20% | New | 1,023,363 | $31.4M |
| Baird Financial Group, Inc. | 0.06% | Add +9.1% | 936,572 | $28.8M |
| MAI Capital Management | 0.21% | Add +1.3% | 923,274 | $28.4M |
| HighTower Advisors, LLC | 0.04% | Reduce -2.2% | 913,951 | $28.1M |
| Townsend & Associates, Inc | 2.86% | Add +14.1% | 937,242 | $27.5M |
| Montis Financial, LLC | 7.89% | Add +12.7% | 872,840 | $26.8M |
| Stephens Inc. | 0.39% | Reduce -3.7% | 860,671 | $26.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.47% | Add +6.9% | 838,860 | $25.8M |
| Commerce Bank | 0.16% | New | 832,497 | $25.6M |
| New York Life Investment Management LLC | 0.26% | Add +9.8% | 829,008 | $25.5M |
| Stifel Financial Corp. | 0.03% | Add +10.1% | 824,637 | $25.3M |
| Insight Wealth Strategies, LLC | 3.28% | Add +16.9% | 793,921 | $24.4M |
| Keybank National Association | 0.09% | Reduce -2.4% | 711,720 | $21.9M |
| Summit Financial Wealth Advisors, LLC | 4.31% | Add +1.8% | 707,180 | $21.7M |
| GDS Wealth Management | 1.84% | Add +12.4% | 700,663 | $21.5M |
| Jaffetilchin Investment Partners, LLC | 1.56% | Reduce -5.5% | 697,399 | $21.4M |
| Citigroup Inc. | 0.02% | Add +28.0% | 692,845 | $21.3M |
| Corient Private Wealth LP | 0.03% | Add +1.8% | 691,749 | $21.3M |
| Welch & Forbes LLC | 0.27% | Add +2.8% | 671,729 | $20.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -16.1% | 633,816 | $19.5M |
| Cerity Partners LLC | 0.04% | Add +4.1% | 613,136 | $18.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -10.3% | 612,929 | $18.8M |
| Country Trust Bank | 0.44% | No change | 568,984 | $17.5M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.29% | No change | 567,500 | $17.4M |
| MML Investors Services, LLC | 0.06% | Reduce -11.2% | 561,316 | $17.2M |
| Pure Financial Advisors, LLC | 0.34% | Add +7.0% | 536,476 | $16.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -74.7% | 523,400 | $16.1M |
| Robertson Stephens Wealth Management, LLC | 0.56% | Add +2.1% | 491,042 | $15.1M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Reduce -3.1% | 480,847 | $14.8M |
| Fulton Breakefield Broenniman LLC | 1.05% | Add +4.2% | 473,800 | $14.6M |
| Parkside Investments, LLC | 2.03% | Add +3.3% | 448,230 | $13.8M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -5.6% | 444,026 | $13.6M |
| National Bank of Canada | 0.02% | New | 442,200 | $13.6M |
| Northside Capital Management, LLC | 2.14% | Add +20.9% | 429,258 | $13.2M |
| Avantax Advisory Services, Inc. | 0.08% | Add +13.0% | 423,815 | $13.0M |
| Capital Square, LLC | 7.61% | Add +0.9% | 421,408 | $12.9M |
| SWAN Capital LLC | 5.93% | Add +1.3% | 417,620 | $12.8M |
| Sanctuary Advisors, LLC | 0.09% | Reduce -2.0% | 417,180 | $12.8M |
| First Citizens Bank & Trust Co. | 0.32% | Reduce -1.6% | 416,349 | $12.8M |
| Regal Investment Advisors LLC | 1.03% | Add +28.3% | 413,352 | $12.7M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +14.2% | 390,663 | $12.0M |
| Conning Inc. | 0.44% | No change | 390,500 | $12.0M |
| SBI Securities Co., Ltd. | 0.39% | Add +3.5% | 381,441 | $11.7M |
| SeaBridge Investment Advisors LLC | 2.41% | Add +57.3% | 363,582 | $11.2M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -22.8% | 344,300 | $10.6M |
| Atria Wealth Solutions, Inc. | 0.13% | Reduce -6.2% | 339,756 | $10.4M |
| Bank of Montreal | 0.01% | Reduce -5.2% | 339,552 | $10.4M |
| AMG National Trust Bank | 0.29% | Reduce -1.7% | 338,309 | $10.4M |
| Sequoia Financial Advisors, LLC | 0.08% | Reduce -23.9% | 335,669 | $10.3M |
| Park Avenue Securities LLC | 0.13% | Add +51.3% | 335,247 | $10.3M |
| Florida Trust Wealth Management Co | 0.32% | Reduce -7.5% | 324,226 | $10.0M |
| Jones Financial Companies LLLP | 0.01% | Add +39.0% | 321,791 | $9.9M |
| Synovus Financial Corp. | 0.13% | Add +2.8% | 322,597 | $9.9M |
| Peapack Gladstone Financial Corp. | 0.15% | Add +47.1% | 320,062 | $9.8M |
| Collective Family Office LLC | 2.61% | Add +4.0% | 314,031 | $9.7M |
| Good Life Advisors, LLC | 0.67% | Add +35.6% | 309,036 | $9.5M |
| Westover Capital Advisors, LLC | 2.09% | Reduce -2.7% | 305,801 | $9.4M |
| Oak Harvest Investment Services | 1.31% | New | 304,887 | $9.4M |
| Focus Partners Wealth | 0.02% | Reduce -1.8% | 299,097 | $9.2M |
| Vantage Wealth | 1.99% | Add +0.9% | 286,100 | $8.8M |
| Frisch Financial Group, Inc. | 2.45% | New | 284,554 | $8.7M |
| Creative Planning | 0.01% | Add +34.1% | 284,246 | $8.7M |
| Captrust Financial Advisors | 0.02% | Add +2.4% | 283,255 | $8.7M |
| NewEdge Advisors, LLC | 0.05% | Reduce -19.6% | 280,494 | $8.6M |
| Capitolis Liquid Global Markets LLC | 0.07% | New | 278,000 | $8.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.37% | Reduce -2.0% | 267,530 | $8.2M |
| Campbell Capital Management Inc. | 4.76% | Reduce -4.3% | 265,420 | $8.2M |
| Ballast, Inc. | 2.27% | Add +0.6% | 261,049 | $8.0M |
| Private Advisor Group, LLC | 0.05% | Add +2.5% | 259,391 | $8.0M |
| Greenberg Financial Group | 3.28% | — | 259,622 | $7.9M |
| Capital Advisors Wealth Management, LLC | 1.33% | Add +2098.4% | 245,164 | $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.