Institutional shares held 205 Million
534K calls
288K puts
Total value of holdings $96.6B
$251M calls
$136M puts
# of Institutions 2,644


Latest Institutional Activity in IWF

Top Purchases

Q4 2025
Ami Asset Management Corp Shares Held: 71.9K ($33.8M)
Q4 2025
Congress Asset Management CO Shares Held: 76.7K ($36.1M)
Q4 2025
Mor Wealth Management, LLC Shares Held: 47K ($22.1M)
Q4 2025
Sg Americas Securities, LLC Shares Held: 23.4K ($11M)
Q4 2025
Farther Finance Advisors, LLC Shares Held: 46.2K ($21.8M)

Top Sells

Q4 2025
Capital Advisors, Ltd. LLC Shares Held: 42.9K ($20.2M)
Q4 2025
Smi Advisory Services, LLC Shares Held: 2.36K ($1.11M)
Q4 2025
Stairway Partners, LLC Shares Held: 396K ($186M)
Q4 2025
Ryan Investment Management, Inc. Shares Held: 48.2K ($22.7M)
Q4 2025
Waldron Private Wealth LLC Shares Held: 571K ($269M)

About IWF

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