Institutional shares held 86.6 Million
339K calls
144K puts
Total value of holdings $14.8B
$58.1M calls
$24.7M puts
# of Institutions 1,235


Latest Institutional Activity in IYW

Top Purchases

Q2 2025
Dynamic Advisor Solutions LLC Shares Held: 54.1K ($9.27M)
Q2 2025
Buttonwood Financial Group, LLC Shares Held: 96.8K ($16.6M)
Q2 2025
Lakeshore Financial Planning, Inc. Shares Held: 16.2K ($2.78M)
Q2 2025
Central Pacific Bank Trust Division Shares Held: 46.9K ($8.04M)
Q2 2025
Lewis Asset Management, LLC Shares Held: 8.32K ($1.43M)

Top Sells

Q2 2025
Park Avenue Securities LLC Shares Held: 867K ($149M)
Q2 2025
Lifelong Wealth Advisors, Inc. Shares Held: 64.7K ($11.1M)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 73.3K ($12.6M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 119K ($20.5M)
Q2 2025
First Citizens Financial Corp Shares Held: 92.6K ($15.9M)

About IYW

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