Institutional shares held 52.5 Million
4.7K calls
6.5K puts
Total value of holdings $12.9B
$1.15M calls
$1.6M puts
# of Institutions 602


Latest Institutional Activity in IWY

Top Purchases

Q2 2025
Boulay Financial Advisors, LLC Shares Held: 586K ($144M)
Q2 2025
Intelligence Driven Advisers, LLC Shares Held: 271K ($66.6M)
Q2 2025
Ewg Elevate Inc. Shares Held: 33.8K ($8.29M)
Q2 2025
Tabr Capital Management, LLC Shares Held: 24.9K ($6.11M)
Q2 2025
Bouvel Investment Partners, LLC Shares Held: 23.4K ($5.76M)

Top Sells

Q2 2025
Truist Financial Corp Shares Held: 583K ($143M)
Q2 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 188K ($46.1M)
Q2 2025
Bush Investment Group, LLC Shares Held: 91.6K ($22.5M)
Q2 2025
Capital Asset Advisory Services LLC Shares Held: 21.3K ($5.22M)
Q2 2025
World Equity Group, Inc. Shares Held: 1.34K ($328K)

About IWY

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