Institutional shares held 205 Million
534K calls
288K puts
Total value of holdings $96.8B
$251M calls
$136M puts
# of Institutions 2,635


Latest Institutional Activity in IWF

Top Purchases

Q4 2025
Congress Asset Management CO Shares Held: 76.7K ($36.1M)
Q4 2025
Sg Americas Securities, LLC Shares Held: 23.4K ($11M)
Q4 2025
Procyon Advisors, LLC Shares Held: 45.8K ($21.6M)
Q4 2025
Breakwater Capital Group Shares Held: 43.4K ($20.4M)
Q4 2025
Asempa Wealth Advisors Shares Held: 5.09K ($2.4M)

Top Sells

Q4 2025
Stairway Partners, LLC Shares Held: 396K ($186M)
Q4 2025
Tru Wealth Advisors, LLC Shares Held: 138K ($65.2M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 393K ($185M)
Q4 2025
Lbj Family Wealth Advisors, Ltd. Shares Held: 97.9K ($46.1M)
Q4 2025
Sagespring Wealth Partners, LLC Shares Held: 40.3K ($19M)

About IWF

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