Institutional shares held 52.8 Million
3.8K calls
4.8K puts
Total value of holdings $13.7B
$984K calls
$1.24M puts
# of Institutions 619


Latest Institutional Activity in IWY

Top Purchases

Q2 2025
Boulay Financial Advisors, LLC Shares Held: 586K ($152M)
Q2 2025
Svb Wealth LLC Shares Held: 323K ($83.6M)
Q2 2025
Wells Fargo & Company Shares Held: 679K ($176M)
Q2 2025
Proficio Capital Partners LLC Shares Held: 150K ($38.9M)
Q2 2025
Tiaa Trust, National Association Shares Held: 6.1M ($1.58B)

Top Sells

Q2 2025
One Capital Management, LLC Shares Held: 62.1K ($16.1M)
Q2 2025
Principal Securities, Inc. Shares Held: 17.6K ($4.57M)
Q2 2025
Thrivent Financial For Lutherans Shares Held: 28.3K ($7.32M)
Q2 2025
Two Sigma Investments, LP Shares Held: 295K ($76.3M)
Q2 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 5.03M ($1.3B)

About IWY

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