iShares Preferred & Income SPFFETF

13F holders, Q4 2025 (December 31)
1,011holders +21
63new positions
82sold out
5famous investors
$31.26avg. 13F price*

At the end of Q4 2025, 1,011 institutions reported holding iShares Preferred & Income S (PFF) in their 13F filings, up 21 from Q3 2025. 63 opened new positions and 82 sold out. The largest holders were Bank of America Corp. ($701.7M), Morgan Stanley ($489.5M) and Wells Fargo & Company ($293.9M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions63$34.6M
Exits82$149.5M

All 13F filers, Q3 2025 → Q4 2025: 8,937,835 shares bought and 18,986,699 shares sold, net −10,048,864 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,011 holders

Bank of America Corp. 0.05% Reduce -6.2% 22,663,798 $701.7M
Morgan Stanley 0.03% Add +2.7% 15,810,728 $489.5M
Wells Fargo & Company 0.06% Add +2.0% 9,491,298 $293.9M
LPL Financial LLC 0.07% Reduce -3.0% 7,863,267 $243.4M
UBS Group AG 0.04% Add +5.5% 6,035,335 $186.9M
Royal Bank of Canada 0.02% Reduce -8.3% 4,102,839 $127.0M
Envestnet Asset Management Inc. 0.04% Reduce -2.9% 3,957,429 $122.5M
Mariner, LLC 0.14% Add +1.8% 3,799,306 $117.6M
Bramshill Investments, LLC 6.28% Reduce -66.1% 2,116,859 $111.1M
Raymond James Financial Inc. 0.03% Add +14.0% 3,231,955 $100.1M
First Interstate Bank 4.83% Add +1.2% 2,906,297 $90.0M
BlackRock, Inc. 0.00% Reduce -7.3% 2,428,451 $75.2M
Charles Schwab Investment Management Inc. 0.01% Add +5.1% 2,138,022 $66.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.89% Reduce -4.0% 1,894,274 $58.6M
Truist Financial Corp. 0.08% Add +3.1% 1,822,396 $56.4M
Cetera Investment Advisers 0.06% Reduce -2.1% 1,768,243 $54.7M
US Bancorp \de 0.06% Reduce -10.6% 1,761,851 $54.5M
Janney Montgomery Scott LLC 0.12% Add +2.8% 1,747,061 $54.1M
Steward Partners Investment Advisory, LLC 0.28% Add +9.8% 1,645,716 $51.0M
Ameriprise Financial Inc. 0.01% Reduce -8.1% 1,452,298 $45.2M
Rockefeller Capital Management L.P. 0.07% Reduce -17.0% 1,318,933 $40.8M
Commonwealth Equity Services, LLC 0.05% Reduce -6.6% 1,312,161 $40.6M
Osaic Holdings, Inc. 0.06% Reduce -5.0% 1,256,630 $38.9M
Fifth Third Bancorp 0.12% Reduce -0.9% 1,230,373 $38.1M
Greenleaf Trust 0.34% Add +5.5% 1,208,436 $37.4M
Sumitomo Mitsui Financial Group, Inc. 0.63% Add +11.8% 1,150,603 $35.6M
Baird Financial Group, Inc. 0.05% Add +3.4% 1,056,554 $32.7M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -1.3% 1,033,738 $32.5M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -10.0% 1,044,760 $32.3M
FUKOKU MUTUAL LIFE INSURANCE Co 1.98% Add +2.3% 977,100 $30.3M
GDS Wealth Management 1.84% Add +13.0% 948,814 $29.4M
Dakota Wealth Management 0.51% Reduce -8.5% 934,997 $28.9M
MAI Capital Management 0.17% Add +5.3% 927,375 $28.7M
Cohen & Steers, Inc. 0.05% Add +12157.0% 904,077 $28.0M
Ocean Park Asset Management, LLC 1.26% Add +9.7% 868,252 $26.9M
Stifel Financial Corp. 0.02% Add +5.9% 843,112 $26.1M
Commerce Bank 0.14% Reduce -15.5% 819,388 $25.4M
Hennion & Walsh Asset Management, Inc. 0.84% Add +5.9% 789,794 $24.5M
Cerity Partners LLC 0.03% Add +38.6% 773,617 $24.0M
HighTower Advisors, LLC 0.03% Reduce -7.7% 769,059 $23.8M
Jaffetilchin Investment Partners, LLC 1.38% Add +1.4% 763,604 $23.6M
Summit Financial Wealth Advisors, LLC 3.10% Reduce -5.0% 700,509 $21.7M
Bard Associates Inc. 5.52% Add +47.9% 693,974 $21.5M
Zacks Investment Management 0.16% Add +6725.5% 662,486 $20.5M
Pure Financial Advisors, LLC 0.30% Add +7.3% 644,860 $20.0M
Keybank National Association 0.07% Reduce -4.4% 643,295 $19.9M
Stratos Wealth Partners, LTD. 0.23% Add +11.3% 639,734 $19.8M
Northside Capital Management, LLC 1.69% Add +33.0% 628,822 $19.5M
Susquehanna International Group, LLP 0.03% Add +343.1% 620,058 $19.2M
Welch & Forbes LLC 0.22% Reduce -7.9% 594,427 $18.4M
Deutsche Bank AG 0.01% Reduce -0.5% 592,629 $18.3M
Insight Wealth Strategies, LLC 2.04% Reduce -36.2% 575,043 $17.8M
Citigroup Inc. 0.01% Reduce -3.3% 570,181 $17.7M
Cordoba Advisory Partners LLC 4.33% — 565,622 $17.5M
MML Investors Services, LLC 0.04% Reduce -5.7% 564,909 $17.5M
Kestra Advisory Services, LLC 0.07% Add +0.8% 561,199 $17.4M
Cambridge Investment Research Advisors, Inc. 0.04% Add +2.1% 539,761 $16.7M
SeaBridge Investment Advisors LLC 2.65% Reduce -14.0% 517,870 $16.0M
Stephens Inc. 0.20% Reduce -19.9% 513,391 $15.9M
Envestnet Portfolio Solutions, Inc. 0.06% Add +15.9% 506,138 $15.7M
&partners 0.08% Add +14.9% 469,799 $14.6M
Parkside Investments, LLC 1.81% Reduce -4.7% 464,042 $14.4M
Robertson Stephens Wealth Management, LLC 0.39% Reduce -1.0% 444,960 $13.8M
Jones Financial Companies LLLP 0.01% Add +9.6% 440,441 $13.6M
SBI Securities Co., Ltd. 0.34% Reduce -4.3% 425,906 $13.2M
Ballast, Inc. 3.01% Add +4.7% 415,371 $12.9M
Mercer Global Advisors Inc. 0.02% Reduce -22.9% 410,899 $12.7M
NewEdge Advisors, LLC 0.05% Add +6.9% 410,553 $12.7M
SWAN Capital LLC 4.93% Add +14.3% 409,140 $12.7M
Fulton Breakefield Broenniman LLC 0.80% Reduce -1.7% 408,342 $12.6M
Sanctuary Advisors, LLC 0.07% Reduce -11.9% 395,355 $12.2M
Conning Inc. 0.43% No change 390,500 $12.1M
First Citizens Bank & Trust Co. 0.25% Reduce -5.7% 389,946 $12.1M
Focus Partners Wealth 0.01% Add +4.3% 356,961 $11.1M
HRT Financial LP 0.03% Add +27.9% 356,356 $11.0M
Hilton Capital Management, LLC 0.83% Add +1.9% 354,308 $11.0M
Florida Trust Wealth Management Co 0.30% Add +1.9% 350,731 $10.9M
Oak Harvest Investment Services 1.16% Add +4.0% 343,003 $10.6M
Corient Private Wealth LP 0.01% Reduce -52.6% 338,703 $10.5M
Collective Family Office LLC 2.34% Add +4.2% 329,756 $10.2M
SG Americas Securities, LLC 0.01% New 322,578 $10.0M
AMG National Trust Bank 0.22% Reduce -4.4% 299,536 $9.3M
Pinnacle Financial Partners, Inc. 0.07% — 297,078 $9.2M
Bank of Montreal 0.00% Reduce -4.0% 295,790 $9.2M
Mountain Hill Investment Partners Corp. 6.55% Add +36.4% 295,401 $9.1M
Capital Square, LLC 4.64% Reduce -92.8% 29,371 $9.1M
Captrust Financial Advisors 0.02% Add +1.2% 286,917 $8.9M
Park Avenue Securities LLC 0.07% Reduce -27.4% 280,257 $8.7M
Stablepoint Partners, LLC 1.30% Add +0.4% 268,706 $8.3M
Angeles Wealth Management, LLC 0.45% Add +11.8% 262,543 $8.1M
Peapack Gladstone Financial Corp. 0.10% Add +0.0% 261,040 $8.1M
DAVENPORT & Co LLC 0.04% Add +9.5% 260,709 $8.1M
Freedom Day Solutions, LLC 2.13% Add +1.1% 253,528 $7.8M
Comerica Bank 0.03% Add +9.8% 245,423 $7.6M
Prospera Financial Services Inc 0.12% Reduce -2.5% 242,687 $7.5M
Greenberg Financial Group 3.06% — 239,794 $7.4M
Regal Investment Advisors LLC 0.43% Add +0.2% 231,936 $7.2M
D.A. Davidson & Co. 0.04% Add +0.9% 227,221 $7.0M
Gerber Kawasaki Wealth & Investment Management 0.24% Add +3.7% 225,512 $7.0M
Private Advisor Group, LLC 0.03% Reduce -10.0% 222,631 $6.9M

"% 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 1,011 holders