Institutional shares held 55.1 Million
6K calls
2.7K puts
Total value of holdings $15.2B
$1.66M calls
$745K puts
# of Institutions 675


Latest Institutional Activity in IWY

Top Purchases

Q3 2025
Envestnet Asset Management Inc Shares Held: 1.33M ($366M)
Q3 2025
Ameriprise Financial Inc Shares Held: 3.18M ($878M)
Q3 2025
First Citizens Investor Services, Inc. Shares Held: 276K ($76.1M)
Q3 2025
Clark Capital Management Group, Inc. Shares Held: 251K ($69.4M)
Q3 2025
Cetera Investment Advisers Shares Held: 417K ($115M)

Top Sells

Q3 2025
Two Sigma Investments, LP Shares Held: 1.5K ($414K)
Q3 2025
First Citizens Bank & Trust CO Shares Held: 4.58M ($1.26B)
Q3 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 4.79M ($1.32B)
Q3 2025
Tiaa Trust, National Association Shares Held: 5.94M ($1.64B)
Q3 2025
Bank Of America Corp Shares Held: 2.11M ($583M)

About IWY

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