Institutional shares held 53.8 Million
6.9K calls
4.2K puts
Total value of holdings $15.1B
$1.94M calls
$1.18M puts
# of Institutions 653


Latest Institutional Activity in IWY

Top Purchases

Q3 2025
Envestnet Asset Management Inc Shares Held: 1.33M ($373M)
Q3 2025
First Citizens Investor Services, Inc. Shares Held: 276K ($77.5M)
Q3 2025
Thrivent Financial For Lutherans Shares Held: 80.5K ($22.6M)
Q3 2025
Win Advisors, Inc Shares Held: 71.1K ($20M)
Q3 2025
Onyx Bridge Wealth Group LLC Shares Held: 39.7K ($11.2M)

Top Sells

Q3 2025
First Citizens Bank & Trust CO Shares Held: 4.58M ($1.29B)
Q3 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 4.79M ($1.35B)
Q3 2025
Simplicity Wealth,Llc Shares Held: 54.9K ($15.4M)
Q3 2025
Voya Investment Management LLC Shares Held: 36.6K ($10.3M)
Q3 2025
Richard P Slaughter Associates Inc Shares Held: 153K ($43M)

About IWY

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