iShares Preferred & Income SPFFETF

13F holders, Q2 2025 (June 30)
988holders −37
53new positions
94sold out
3famous investors
$29.90avg. 13F price*

At the end of Q2 2025, 988 institutions reported holding iShares Preferred & Income S (PFF) in their 13F filings, down 37 from Q1 2025. 53 opened new positions and 94 sold out. The largest holders were Bank of America Corp. ($660.6M), Morgan Stanley ($469.5M) and Wells Fargo & Company ($276.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions53$154.3M
Exits94$109.4M

All 13F filers, Q1 2025 → Q2 2025: 15,020,345 shares bought and 21,257,549 shares sold, net −6,237,204 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 988 holders

Bank of America Corp. 0.05% Reduce -13.0% 21,533,165 $660.6M
Morgan Stanley 0.03% Reduce -6.9% 15,303,209 $469.5M
Wells Fargo & Company 0.06% Reduce -15.0% 9,022,801 $276.8M
LPL Financial LLC 0.08% Reduce -1.0% 8,057,163 $247.2M
UBS Group AG 0.04% Reduce -5.0% 5,598,807 $171.8M
Royal Bank of Canada 0.03% Reduce -13.0% 4,305,502 $132.1M
Envestnet Asset Management Inc. 0.04% Reduce -11.9% 4,212,625 $129.2M
Mariner, LLC 0.16% Reduce -1.4% 3,672,150 $112.6M
First Interstate Bank 5.16% Reduce -4.8% 2,865,167 $87.9M
Wellington Management Group LLP 0.02% New 2,700,100 $82.8M
Raymond James Financial Inc. 0.03% Add +26.9% 2,623,059 $80.5M
BlackRock, Inc. 0.00% Reduce -7.7% 2,610,950 $80.1M
US Bancorp \de 0.08% Reduce -7.7% 2,023,625 $62.1M
Charles Schwab Investment Management Inc. 0.01% Add +7.5% 1,968,853 $60.4M
Cliftonlarsonallen Wealth Advisors, LLC 1.00% Add +3.4% 1,948,730 $59.8M
Commonwealth Equity Services, LLC 0.07% Reduce -11.4% 1,825,251 $56.0M
Truist Financial Corp. 0.08% Reduce -1.7% 1,780,344 $54.6M
Ameriprise Financial Inc. 0.01% Reduce -5.0% 1,706,571 $52.4M
Rockefeller Capital Management L.P. 0.11% Reduce -11.2% 1,524,542 $49.0M
Janney Montgomery Scott LLC 0.12% Reduce -4.8% 1,478,568 $45.4M
Cetera Investment Advisers 0.07% Add +24.5% 1,444,171 $44.3M
Deutsche Bank AG 0.02% Reduce -11.9% 1,369,883 $42.0M
Fifth Third Bancorp 0.13% Reduce -5.0% 1,267,323 $38.9M
Osaic Holdings, Inc. 0.07% Reduce -1.7% 1,223,165 $37.5M
Edge Wealth Management LLC 7.02% Reduce -8.9% 1,187,310 $36.4M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -9.4% 1,162,781 $35.7M
Greenleaf Trust 0.30% Reduce -2.0% 1,115,156 $34.2M
Dakota Wealth Management 0.70% Reduce -1.6% 1,083,281 $33.2M
Wealth Enhancement Advisory Services, LLC 0.05% Add +1.1% 1,063,229 $33.0M
Townsend & Associates, Inc 3.12% Add +7.8% 1,009,989 $31.5M
Montis Financial, LLC 8.60% Add +15.5% 1,008,117 $30.9M
Baird Financial Group, Inc. 0.05% Add +6.9% 1,001,603 $30.7M
MAI Capital Management 0.19% Reduce -4.0% 886,104 $27.2M
Insight Wealth Strategies, LLC 3.43% Add +11.4% 884,451 $27.1M
Commerce Bank 0.15% Add +2.2% 850,464 $26.1M
Sumitomo Mitsui Financial Group, Inc. 0.42% Reduce -0.3% 836,063 $25.7M
Stephens Inc. 0.35% Reduce -3.9% 826,925 $25.4M
HighTower Advisors, LLC 0.03% Reduce -10.3% 819,504 $25.1M
Stifel Financial Corp. 0.02% Reduce -3.9% 792,197 $24.3M
GDS Wealth Management 1.71% Add +9.0% 763,455 $23.4M
Summit Financial Wealth Advisors, LLC 3.94% Add +1.1% 715,275 $21.9M
Hennion & Walsh Asset Management, Inc. 0.87% New 700,414 $21.5M
Jaffetilchin Investment Partners, LLC 1.39% Reduce -0.9% 691,210 $21.2M
Keybank National Association 0.08% Reduce -3.5% 686,775 $21.1M
Welch & Forbes LLC 0.26% Reduce -0.8% 666,320 $20.4M
Corient Private Wealth LP 0.03% Reduce -9.3% 627,667 $19.3M
MML Investors Services, LLC 0.05% Add +4.5% 586,602 $18.0M
Citigroup Inc. 0.01% Reduce -16.5% 578,544 $17.7M
Country Trust Bank 0.39% Add +0.2% 569,984 $17.5M
FUKOKU MUTUAL LIFE INSURANCE Co 1.11% No change 567,500 $17.4M
Pure Financial Advisors, LLC 0.30% Add +4.5% 560,568 $17.2M
Cerity Partners LLC 0.03% Reduce -9.7% 553,491 $17.0M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -15.4% 518,576 $15.9M
Renaissance Technologies 0.02% Add +1062.4% 506,800 $15.5M
Parkside Investments, LLC 2.06% Add +10.5% 495,428 $15.2M
Stratos Wealth Partners, LTD. 0.21% Add +273.4% 492,949 $15.1M
Kestra Advisory Services, LLC 0.07% Add +10.9% 492,320 $15.1M
Northside Capital Management, LLC 1.12% Add +11.7% 479,636 $14.7M
HRT Financial LP 0.06% Reduce -54.4% 466,887 $14.3M
Robertson Stephens Wealth Management, LLC 0.48% Reduce -8.3% 450,200 $13.8M
Envestnet Portfolio Solutions, Inc. 0.05% Reduce -6.9% 447,836 $13.7M
SeaBridge Investment Advisors LLC 2.51% Add +21.2% 440,736 $13.5M
Steward Partners Investment Advisory, LLC 0.11% Add +12.4% 438,932 $13.5M
SBI Securities Co., Ltd. 0.38% Add +14.3% 435,969 $13.4M
Capital Square, LLC 6.79% Reduce -3.2% 408,075 $12.7M
First Citizens Bank & Trust Co. 0.23% Reduce -0.6% 413,664 $12.7M
Fulton Breakefield Broenniman LLC 0.85% Reduce -13.0% 412,366 $12.7M
Regal Investment Advisors LLC 0.94% Reduce -0.7% 410,639 $12.6M
Sanctuary Advisors, LLC 0.08% Reduce -3.1% 404,354 $12.4M
Conning Inc. 0.43% No change 390,500 $12.0M
Ballast, Inc. 3.04% Add +45.1% 378,855 $11.6M
Hilton Capital Management, LLC 0.91% Reduce -73.6% 372,537 $11.4M
Jones Financial Companies LLLP 0.01% Add +12.0% 360,345 $11.0M
NewEdge Advisors, LLC 0.06% Add +28.1% 359,311 $11.0M
Good Life Advisors, LLC 0.66% Add +11.3% 343,813 $10.5M
Park Avenue Securities LLC 0.10% Add +2.4% 343,257 $10.5M
Florida Trust Wealth Management Co 0.32% Add +5.1% 340,820 $10.5M
AlphaStar Capital Management, LLC 0.72% New 333,363 $10.2M
Full Sail Capital, LLC 0.57% Add +41.1% 323,431 $9.9M
Oak Harvest Investment Services 1.22% Add +3.9% 316,654 $9.7M
Synovus Financial Corp. 0.12% Reduce -2.5% 314,408 $9.6M
AMG National Trust Bank 0.25% Reduce -7.5% 312,993 $9.6M
Quadrature Capital Ltd 0.16% New 312,003 $9.6M
Focus Partners Wealth 0.02% Add +2.6% 306,913 $9.4M
Bank of Montreal 0.00% Reduce -9.9% 305,816 $9.4M
Captrust Financial Advisors 0.02% Add +7.8% 305,358 $9.4M
Collective Family Office LLC 2.36% Reduce -4.8% 298,995 $9.2M
Frisch Financial Group, Inc. 2.21% Add +3.4% 294,202 $9.0M
Campbell Capital Management Inc. 3.21% Add +1.0% 268,100 $8.2M
Peapack Gladstone Financial Corp. 0.12% Reduce -16.3% 267,929 $8.2M
Susquehanna International Group, LLP 0.01% Add +64.0% 250,772 $7.7M
Stablepoint Partners, LLC 1.29% Add +3.6% 247,607 $7.6M
Greenberg Financial Group 2.84% Reduce -4.4% 248,249 $7.6M
Mercer Global Advisors Inc. 0.02% Reduce -28.6% 245,695 $7.5M
Private Advisor Group, LLC 0.04% Reduce -7.4% 240,264 $7.4M
D.A. Davidson & Co. 0.05% Reduce -1.6% 234,749 $7.2M
Mesirow Financial Investment Management, Inc. 0.14% Reduce -3.5% 232,173 $7.1M
Goldman Sachs Group Inc. 0.00% Reduce -63.7% 229,934 $7.1M
Freedom Day Solutions, LLC 2.09% Reduce -3.0% 228,983 $7.0M
Prospera Financial Services Inc 0.13% Add +2.8% 226,773 $7.0M

"% 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 988 holders