Institutional shares held 86.7 Million
339K calls
144K puts
Total value of holdings $15.5B
$60.5M calls
$25.7M puts
# of Institutions 1,252


Latest Institutional Activity in IYW

Top Purchases

Q2 2025
Capital Investment Advisors, LLC Shares Held: 110K ($19.7M)
Q2 2025
Duncan Williams Asset Management, LLC Shares Held: 56.5K ($10.1M)
Q2 2025
Cpr Investments Inc. Shares Held: 62.4K ($11.1M)
Q2 2025
Dynamic Advisor Solutions LLC Shares Held: 54.1K ($9.65M)
Q2 2025
Merit Financial Group, LLC Shares Held: 240K ($42.8M)

Top Sells

Q2 2025
Park Avenue Securities LLC Shares Held: 867K ($155M)
Q2 2025
Lifelong Wealth Advisors, Inc. Shares Held: 64.7K ($11.5M)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 73.3K ($13.1M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 119K ($21.3M)
Q2 2025
Ewa, LLC Shares Held: 13.2K ($2.35M)

About IYW

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