Institutional shares held 67.2 Million
103K calls
183K puts
Total value of holdings $13.4B
$20.5M calls
$36.5M puts
# of Institutions 1,366


Latest Institutional Activity in IYW

Top Purchases

Q3 2025
Advisor Group Holdings, Inc. Shares Held: 743K ($148M)
Q3 2025
Sagespring Wealth Partners, LLC Shares Held: 737K ($147M)
Q3 2025
Ubs Group Ag Shares Held: 1.88M ($375M)
Q3 2025
Camarda Financial Advisors, LLC Shares Held: 71.6K ($14.3M)
Q3 2025
Dynasty Wealth Management, LLC Shares Held: 1.11M ($222M)

Top Sells

Q3 2025
Envestnet Asset Management Inc Shares Held: 2.31M ($461M)
Q3 2025
Lpl Financial LLC Shares Held: 3.6M ($717M)
Q3 2025
Cwm, LLC Shares Held: 133K ($26.5M)
Q3 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 73.6K ($14.6M)
Q3 2025
Park Avenue Securities LLC Shares Held: 225K ($44.7M)

About IYW

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