iShares Preferred & Income SPFFETF

13F holders, Q1 2026 (March 31)
976holders −35
62new positions
91sold out
1famous investor
$30.31avg. 13F price*

At the end of Q1 2026, 976 institutions reported holding iShares Preferred & Income S (PFF) in their 13F filings, down 35 from Q4 2025. 62 opened new positions and 91 sold out. The largest holders were Bank of America Corp. ($689.7M), Morgan Stanley ($455.5M) and Wells Fargo & Company ($287.3M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions62$34.7M
Exits91$161.7M

All 13F filers, Q4 2025 → Q1 2026: 7,011,206 shares bought and 15,164,075 shares sold, net −8,152,869 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 976 holders

Bank of America Corp. 0.05% Add +0.4% 22,748,180 $689.7M
Morgan Stanley 0.03% Reduce -5.0% 15,022,935 $455.5M
Wells Fargo & Company 0.06% Reduce -0.2% 9,476,370 $287.3M
LPL Financial LLC 0.06% Reduce -1.9% 7,711,936 $233.8M
UBS Group AG 0.03% Add +1.0% 6,095,089 $184.8M
Royal Bank of Canada 0.02% Add +3.6% 4,250,829 $128.9M
Envestnet Asset Management Inc. 0.03% Add +6.2% 4,203,450 $127.4M
Mariner, LLC 0.12% Reduce -9.8% 3,425,136 $103.8M
First Interstate Bank 4.94% Reduce -0.3% 2,899,087 $87.9M
BlackRock, Inc. 0.00% Add +13.9% 2,766,735 $83.9M
Charles Schwab Investment Management Inc. 0.01% Add +3.0% 2,203,190 $66.8M
Raymond James Financial Inc. 0.02% Reduce -33.2% 2,158,308 $65.4M
Cliftonlarsonallen Wealth Advisors, LLC 0.86% Add +2.7% 1,945,954 $59.0M
Truist Financial Corp. 0.07% Reduce -5.9% 1,714,585 $52.0M
Steward Partners Investment Advisory, LLC 0.26% Add +1.8% 1,675,635 $50.8M
US Bancorp \de 0.06% Reduce -11.0% 1,567,996 $47.5M
Cetera Investment Advisers 0.05% Reduce -12.7% 1,544,205 $46.8M
Fifth Third Bancorp 0.08% Add +23.6% 1,520,559 $46.1M
Rockefeller Capital Management L.P. 0.08% Add +10.0% 1,451,189 $44.0M
Ameriprise Financial Inc. 0.01% Reduce -3.5% 1,401,664 $42.5M
Sumitomo Mitsui Financial Group, Inc. 0.80% Add +12.9% 1,299,624 $39.4M
Greenleaf Trust 0.37% Add +3.5% 1,250,261 $37.9M
Osaic Holdings, Inc. 0.05% Reduce -5.2% 1,190,803 $36.1M
Commonwealth Equity Services, LLC 0.05% Reduce -12.3% 1,150,748 $34.9M
Baird Financial Group, Inc. 0.05% Add +3.0% 1,088,817 $33.0M
GDS Wealth Management 1.92% Add +11.2% 1,055,067 $32.0M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -0.2% 1,042,474 $31.6M
Stifel Financial Corp. 0.03% Add +20.4% 1,014,821 $30.8M
MAI Capital Management 0.17% Add +5.8% 981,595 $29.8M
FUKOKU MUTUAL LIFE INSURANCE Co 1.90% Reduce -2.2% 955,500 $29.0M
Cerity Partners LLC 0.04% Add +14.5% 886,124 $26.9M
Jaffetilchin Investment Partners, LLC 1.54% Add +12.0% 855,355 $25.9M
Commerce Bank 0.12% Add +3.1% 844,875 $25.6M
Dakota Wealth Management 0.55% Reduce -10.9% 833,086 $25.3M
Hennion & Walsh Asset Management, Inc. 0.84% Add +4.1% 821,917 $24.9M
HighTower Advisors, LLC 0.03% Add +6.1% 815,849 $24.7M
Wealth Enhancement Advisory Services, LLC 0.05% Reduce -17.8% 850,228 $24.7M
HRT Financial LP 0.05% Add +99.7% 711,524 $21.6M
Bard Associates Inc. 5.27% Reduce -0.3% 691,884 $21.0M
Pure Financial Advisors, LLC 0.30% Add +5.4% 679,894 $20.6M
Summit Financial Wealth Advisors, LLC 2.91% Reduce -3.5% 676,190 $20.5M
Kestra Advisory Services, LLC 0.07% Add +13.2% 635,437 $19.3M
Northside Capital Management, LLC 1.68% Add +0.6% 632,669 $19.2M
Citigroup Inc. 0.01% Add +10.8% 631,888 $19.2M
Keybank National Association 0.07% Reduce -4.7% 613,352 $18.6M
SeaBridge Investment Advisors LLC 3.06% Add +15.1% 595,897 $18.1M
Welch & Forbes LLC 0.23% Reduce -1.6% 584,741 $17.7M
Deutsche Bank AG 0.01% Reduce -1.4% 584,595 $17.7M
Susquehanna International Group, LLP 0.02% Reduce -9.9% 558,773 $16.9M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -0.6% 536,356 $16.3M
Sanctuary Advisors, LLC 0.08% Add +30.2% 514,757 $15.6M
SWAN Capital LLC 5.62% Add +23.3% 504,455 $15.3M
MML Investors Services, LLC 0.04% Reduce -12.0% 496,990 $15.1M
Stephens Inc. 0.19% Reduce -3.9% 493,472 $15.0M
&partners 0.07% Add +4.7% 492,031 $15.0M
Stratos Wealth Partners, LTD. 0.17% Reduce -24.1% 485,447 $14.7M
Envestnet Portfolio Solutions, Inc. 0.08% Reduce -4.5% 483,085 $14.6M
Cordoba Advisory Partners LLC 4.02% Reduce -15.2% 479,626 $14.5M
Ballast, Inc. 3.00% Add +3.1% 428,201 $13.0M
Robertson Stephens Wealth Management, LLC 0.36% Reduce -4.2% 426,435 $12.9M
NewEdge Advisors, LLC 0.05% Add +3.8% 425,934 $12.9M
SBI Securities Co., Ltd. 0.35% Reduce -0.6% 423,491 $12.8M
Fulton Breakefield Broenniman LLC 0.81% Add +0.3% 409,668 $12.4M
First Citizens Bank & Trust Co. 0.26% Add +2.9% 401,374 $12.2M
Conning Inc. 0.41% No change 390,500 $11.8M
Jones Financial Companies LLLP 0.01% Reduce -12.5% 385,564 $11.6M
Captrust Financial Advisors 0.02% Add +33.5% 382,913 $11.6M
Oak Harvest Investment Services 1.17% Add +8.1% 370,881 $11.2M
Mercer Global Advisors Inc. 0.02% Reduce -11.2% 364,904 $11.1M
Focus Partners Wealth 0.01% Reduce -1.8% 350,499 $10.6M
Collective Family Office LLC 2.36% Add +4.7% 345,299 $10.5M
Stablepoint Partners, LLC 1.53% Add +26.5% 339,843 $10.3M
Florida Trust Wealth Management Co 0.29% Reduce -3.7% 337,623 $10.2M
Bank of Montreal 0.00% Add +4.6% 309,493 $9.4M
Mountain Hill Investment Partners Corp. 5.45% Add +2.8% 303,633 $9.2M
Pinnacle Financial Partners, Inc. 0.07% Add +1.4% 301,206 $9.1M
AMG National Trust Bank 0.20% Reduce -0.2% 299,020 $9.1M
DAVENPORT & Co LLC 0.05% Add +9.9% 286,598 $8.7M
Angeles Wealth Management, LLC 0.47% Add +8.8% 285,545 $8.7M
Corient Private Wealth LP 0.01% Reduce -18.4% 276,559 $8.3M
Parkside Investments, LLC 1.00% Reduce -41.6% 271,161 $8.2M
Freedom Day Solutions, LLC 2.18% Add +5.8% 268,351 $8.1M
Prospera Financial Services Inc 0.13% Add +9.6% 266,024 $8.1M
Peapack Gladstone Financial Corp. 0.10% Reduce -4.0% 250,629 $7.6M
Mesirow Financial Investment Management, Inc. 0.12% Add +48.4% 243,711 $7.4M
Capital Square, LLC 3.39% Add +695.3% 233,580 $7.4M
Regal Investment Advisors LLC 0.42% Add +3.8% 240,717 $7.3M
Private Advisor Group, LLC 0.03% Add +6.2% 236,520 $7.2M
Centiva Capital, LP 0.33% New 232,700 $7.1M
D.A. Davidson & Co. 0.04% Add +2.3% 232,378 $7.0M
Lido Advisors, LLC 0.03% Add +21.9% 231,987 $7.0M
Insight Wealth Strategies, LLC 0.76% Reduce -60.8% 225,271 $6.8M
Rwa Wealth Partners, LLC 0.07% Reduce -0.3% 218,889 $6.6M
Strategic Wealth Investment Group, LLC 0.84% Add +0.7% 217,935 $6.6M
Cim, LLC 0.92% Add +0.1% 209,989 $6.4M
MassMutual Private Wealth & Trust, FSB 0.17% Add +2.8% 208,496 $6.3M
Cornerstone Financial Group, LLC 4.06% Add +4.9% 201,189 $6.3M
Gerber Kawasaki Wealth & Investment Management 0.20% Reduce -9.9% 203,233 $6.2M
RPg Family Wealth Advisory, LLC 1.29% Add +13.7% 203,165 $6.2M
Risk Paradigm Group, LLC 5.25% Add +8.4% 203,102 $6.2M

"% 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 976 holders